Integrate Go Integrator | Online Help - Zoho CRM

Go Integrator


Go Integrator is a desktop client application, which links your BroadWorks hosted telephony system to Zoho CRM. This integration provides unified communications features such as, complete call control, call history, call settings and Outlook integration.

Setup integration

To setup the integration,

  1. Go to Setup > Channels > Telephony.
  2. Choose Go Integrator from the PhoneBridge Marketplace.
  3. Click Integrate.
  4. Click Get it now.

For more details, click here.

Using Go Integrator integration

Once you integrate Go Integrator with Zoho CRM, you can do the following.

  • You can see a business card view of the contact in Zoho CRM, whenever you receive an incoming call or initiate an outgoing call to a CRM contact via Go Integrator.
  • All calls made or received via Go Integrator will be automatically logged in Zoho CRM and you can view the call logs.
  • You can add follow-up activities at the end of every call.

Click here for more details.

    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

                                                                                                        • Adding Team Users

                                                                                                          This feature is being opened in a phased manner and is available only for selected users. Editions: Standard, Professional, Enterprise, Ultimate, CRM Plus DC: All Pricing: $ 9 / team license / month (if paid yearly) $11 / team license/ month (if paid ...
                                                                                                        • How do I rename a folder in SalesInbox?

                                                                                                          To rename a folder: Go to Folders in the left panel. Right click on the folder you want to rename. Click Rename. After renaming, click Save.
                                                                                                        • How do I reorder my folders in SalesInbox?

                                                                                                          To reorder folders: Go to Settings > Folders. Click the [...] Reorder icon, hold and drag the folder to an order of your choice.  
                                                                                                        • How do I remove a task from a filter?

                                                                                                          Follow these steps to remove a task from a filter: Go to Settings > Mail Settings > Filters. Hover the mouse over the filter in question, and click the [...] Edit Filter icon. Go to the Assign Task field, and clear the checkbox of the task you want ...
                                                                                                        • How do I group emails from a top customer in a folder?

                                                                                                          To group emails from a top customer: Go to Settings > Filters > Create Filter. In the Mail Criteria field, select Sender Equals and enter the customer's email address. In the Entity Criteria field, specify the required CRM criteria. Assign this ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace

                                                                                                            Resources

                                                                                                            Videos

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



                                                                                                            eBooks

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



                                                                                                            Webinars

                                                                                                            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