Integrate Spotfone | Online Help - Zoho CRM

Spotfone


Spotfone is a cloud telephony platform integrated with Zoho PhoneBridge to provide better communication to your customers. Perform all call-related activities right inside your CRM account.

Setup integration

To set up this integration,

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

For configuration steps, click here.

Using Spotfone integration

Spotfone for Zoho PhoneBridge help you perform all your call related activities directly within your CRM account. Once the set up is done, you can do the following:

  • When you receive an incoming call from or initiate an outgoing call to a CRM contact via Spotfone, you can see a business card view of your contact in Zoho CRM.
  • All calls made or received via Spotfone will be automatically logged in your Zoho CRM account.
  • You can also add follow-up activities at the end of every call.

Click here for more details.

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