Installing 7Moor | Online Help - Zoho CRM


7Moor is a SaaS provider in the enterprise communication field. You can integrate the feature with Zoho CRM for advantages like single-click dialing, screen pop-ups for incoming calls, and automatic call logging. Every call-related activity can be managed from the CRM account. 

Benefits of the integration

Dial calls from Zoho CRM and save time

Make a call to your leads or customers from your CRM account and avoid switching multiple devices or screens.  

Always know who is on the other end of the line

You will receive screen pop-ups of the incoming calls to know the caller. With access to your contacts' history and information from these pop-ups, you will be more prepared to take the call. You can also add these callers as leads or contacts in your CRM account and even save your follow-up actions (like adding notes, tasks, etc.).

Log your calls without worrying about errors

Instead of manually logging the call details, you have them tracked automatically in Zoho CRM. You can even collect details and analytic of your calls any time with the help of Reports in Zoho CRM.

Prerequisite for integrating
  • Zoho CRM for 7Moor is available for 7Moore Office's Standard, Premium, and Enterprise users.

  • This integration is available for Standard, Professional, and Enterprise subscribers in Zoho CRM.

  •  It requires Windows XP or above or Mac OS X 10.8 Mountain Lion or above.

  • Supported browsers include: Chrome 30 (or later), Firefox 25 (or later), Safari 6.0.5 (or later), and Internet Explorer 10 (or later). 

To integrate 7Moor 
  1. Go to  Setup > Channels > Telephony .
  2. Select 7Moor from the list of telephony providers and click Integrate .
    You will be redirected to the 7Moor description page.
  3. Click Enable and in the pop-up, enter the Username and Password provided by 7Moor.
    You will be redirected to the 7Moor's App Info page in CRM.
  4. In the Configuration tab, click Associate phone number.
    The extension number can be edited and more users can be added from the 7Moor configuration page. 
  5. Select the CRM User and the associating phone number from the drop-down list.
    Only the users whose numbers have been associated will be able to view the ClickToDial option. 
Deleting users and disabling the integration

As an administrator you can remove a user's profile from the configuration. You can also disable the integration with Zoho CRM. Once the integration is disabled, the extension numbers will terminated. 

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series

                                            • Digest

                                            • Functions

                                            • Meetups

                                            • Kbase

                                            • Resources

                                            • Glossary

                                            • Desk Marketplace

                                            • MVP Corner

                                            • Word of the Day

                                              Zoho Marketing Automation

                                                Zoho Sheet Resources


                                                    Zoho Forms Resources

                                                      Secure your business
                                                      communication with Zoho Mail

                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times

                                                        Carry your calendar with you
                                                        Anytime, anywhere

                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now

                                                                        Zoho TeamInbox Resources

                                                                                Zoho DataPrep Resources

                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW

                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now

                                                                                                        • Related Articles

                                                                                                        • Integrating Multiple Telephony Providers in an Organization

                                                                                                          Integrating CRM account with third-party telephony providers is cost-effective and time-saving. It allows to make, receive, associate, and automate calls directly from CRM, facilitating hassle-free correspondence. A few enterprise level ...
                                                                                                        • Telephony - An Introduction

                                                                                                          Many salespeople spend a significant portion of their day making and receiving calls. For example: SDRs place large numbers of calls to reach out to potential clients and source appointments for account executives. Account executives engage with ...
                                                                                                        • Working with Built-in Telephony

                                                                                                          This guide will cover the information needed for a CRM admin to maintain the built-in Telephony feature in Zoho CRM. Please use the table of contents on the right hand side (under On this page) to navigate through this document. If you're accessing ...
                                                                                                        • Using Built-In Telephony

                                                                                                          Once built-in telephony is set up, users can personalize their phone preferences, manage user availability, make outgoing calls, receive calls, view calls in conversation and calls in queue, and add follow-up activities in CRM. Set User Availability ...
                                                                                                        • Enabling Zoho Telephony

                                                                                                          Before you start using Telephony, it has to be enabled from your Zoho CRM account. To enable Telephony Go to Setup > Channels > Telephony. Click Enable Telephony. Note Integrating Telephony with Zoho CRM will be enabled only when it is installed from ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace



                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                                              Zoho Show Resources