Telus cloud phone service harnesses the power of internet to form a suite of business communication features on a cloud-based phone system. You can manage calls, host audio and video conferences, setup call routing and more - from any device. Once you integrate Telus with Zoho CRM, you can do the following.
To configure Telus in Zoho CRM, you must
To enable Telus Integration
Once you have enabled the Telus integration, you will be prompted to log in to your Telus account from Zoho CRM.
To log in to your Telus account
Once you have enabled Telus in Zoho CRM and logged in to your Telus account in Zoho CRM as well as the Telus softphone, you are ready to use this Telus 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 Telus, 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 Telus.
To initiate an outgoing call from Zoho CRM
At the end of every call via Telus, 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 Telus are automatically logged in the Calls module.
To view call logs
Browser calling for Telus allows you to make calls directly from CRM without having to toggle between your CRM account and Telus. 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 Telus 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 Telus Integration can be disabled at any time. Only the Administrator of a Zoho CRM account can disable the integration.
To disable Telus integration
Browser calling for Telus allows users to make calls directly from your CRM without having to toggle between the CRM account and Telus 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 Telus 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 Telus 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 Telus network requirements, click here.
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