BT Cloud phone is a cloud-based phone system designed for small businesses that want all the features of a system without running one. With the BT Cloud phone, you can take your office out on the road with you. Once you integrate BT Cloud Phone with Zoho CRM, you can do the following.
To configure BT Cloud Phone in Zoho CRM, you must
To enable BT Cloud Phone Integration
Once you have enabled the BT Cloud Phone integration, you will be prompted to log in to your BT Cloud Phone account from Zoho CRM.
To log in to your BT Cloud Phone account
Once you have enabled BT Cloud Phone in Zoho CRM and logged in to your BT Cloud Phone account in Zoho CRM as well as the BT Cloud Phone softphone, you are ready to use this BT Cloud Phone integration.You can receive incoming calls, initiate outgoing calls and add follow-up activities from Zoho CRM.
When you receive an incoming call from a CRM contact via BT Cloud Phone, you can see a Business Card view of the contact.
At the end of the call, the follow-up options on the Call Ended window lets you add calls and assign tasks to your contact.
When an outgoing call is initiated to a contact in Zoho CRM, the call is made via BT Cloud Phone.
To initiate an outgoing call from Zoho CRM
At the end of every call via BT Cloud Phone, you can do any or all of the following activities from the Call Ended window in Zoho CRM. These would automatically be associated to the respective record.
Calls made, received, missed and unanswered in Zoho CRM via BT Cloud Phone are automatically logged in the Calls module.
To view call logs and Call Recordings
Browser calling for BT Cloud Phone allows you to make calls directly from CRM without having to toggle between your CRM account and BT Cloud Phone. WebRTC plugins are installed to give hassle-free browser calling and a real-time communication will be established with the end user.
You need to choose the Browser option from the call preferences pop-up to make calls through your browser. You can also save your preferences along with the outbound Caller ID of the recipient, so that you can easily identify your callers to your BT Cloud Phone numbers while making outbound calls.
You can now make calls directly from your browser without having to use a softphone. This also allows you to directly attend the incoming calls within your CRM.
The BT Cloud Phone Integration can be disabled at any time. Only the Administrator of a Zoho CRM account can disable the integration.
To disable BT Cloud Phone integration
Browser calling for BT Cloud Phone allows users to make calls directly from your CRM without having to toggle between the CRM account and BT Cloud Phone software. WebRTC plugins are installed to give hassle-free browser calling and a real-time communication with the end user.
Let’s take a look at the following network connectivity components that are required to be included in the user network.
Firewall includes a Wide-Area Network interface such as a DSL, Ethernet or a cable modem. Firewall configuration allows outgoing TCP and UDP port control to the public Internet from the browser that uses the BT Cloud Phone client. It also enables the opening of ports so that the client server has time to exchange information with the remote server.
Router provides routing, traffic directing, packet forwarding and also provides support for ping and traceroute ICMP, bandwidth management, packet prioritization and smart packet inspection.
Firewall access ensures that the outbound and inbound firewall port is opened between the internal user network and the ISP WAN for the applications such as, Call control, RTP media, telephone provisioning and registration, and Auxiliary services. This firewall access allows the call control and media path connectivity.
WebRTC helps realtime multimedia applications to function without any installation of additional extensions, or plugins. It enables Real Time Communication to the end user independent of the browser being used. The following are the ports to be opened before enabling the browser option under BT Cloud Phone call preferences.
||Source Port Number
||Destination Port Number
|Signaling and (secured) Media (WebRTC)
||5060, 6182, 8080, 8083
||5060, 6182, 8080, 8083
For more information on BT Cloud Phone network requirements, click here.
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