Integrate Jive | Online Help - Zoho CRM

Jive


The Zoho CRM integration with Jive Voice helps businesses manage all the inbound and outbound phone calls within your CRM account. Simplify all the call-activity management features within Zoho CRM using this integration. You can get call notification screen pop-ups, click-to call dialing, and automatic call logging with Jive integration for Zoho CRM.

Setup integration

To set up the integration,

  1. Go to Setup > Channels > Telephony.
  2. Choose Jive from the PhoneBridge Marketplace.
  3. Click Integrate.
  4. Click Get it now, in the Jive Communications page.

For configuration steps, click here.

Using Jive integration

Using Jive Voice inside your Zoho CRM, you can do the following:

  • Single click dialing - initiate a call to an existing number right inside Zoho CRM in a single click.
  • Screen pop-ups - View the business card details of the contact while receiving calls inside Zoho CRM.
  • Automatic call logging.
  • Perform any follow-up activities, such as tasks and events as required.

Click here for more details.

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