7Moor
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.
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
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).
- Go to Setup > Channels > Telephony .
- Select 7Moor from the list of telephony providers and click Integrate .You will be redirected to the 7Moor description page.
- 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.
- 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.
- 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.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
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
Built-In Telephony does not support outgoing calls to China. 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 ...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 ...