Telephony | Admin Guide - Zoho One

Set up telephony

Use telephony to create an integrated phone system and let your users complete calls with a single click from Zoho applications.
 
Your telephony integration:
  1. Gives pop-ups on all incoming calls.
  2. Notifies users of any missed calls and lets them set reminders for their outbound calls.
  3. Allows users to take notes during a call, so they don't have to remember the details after the call.
  4. Displays all relevant information when agents connect with a lead or customer, and when recruiters connect with potential candidates.
    telephony-incoming
  5. Provides valuable insights based on your call data through reports and call analytics APIs.
To set up telephony:
  1. Sign in to the Zoho One Admin Panel.
  2. Go to Marketplace, then click Learn More under Telephony.
  3. Click Enable PhoneBridge.
  4. You can now integrate your PBX (your call management system, such as Avaya/RingCentral) with Zoho. Learn how.

Troubleshooting


Error
Reason
Solution
Admin has not enabled Telephony in Zoho
You're trying to set up your PBX without enabling PhoneBridge in Zoho One
Ask your Zoho One organization's admin to enable PhoneBridge in the Zoho One admin panel, then try again.



    Access your files securely from anywhere

      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

                                                                                                              • Integrate telephony

                                                                                                                Sign in to Zoho One , then click Directory in the left menu. Click Marketplace in the left menu. Click Learn more in the Telephony section, then click Enable Telephony. Click View Marketplace to integrate your existing PBX provider, or click Set Up ...
                                                                                                              • Telephony - Overview

                                                                                                                Use telephony to create an integrated phone system and let your users make calls with a single click from Zoho applications.   Your telephony integration: Opens a pop-up for all incoming calls. Notifies users of any missed calls and lets them set ...
                                                                                                              • Set up Zoho One

                                                                                                                Sign up for Zoho One   If you're new to Zoho, follow these steps: Go to Zoho One's homepage , then click START YOUR FREE TRIAL. Enter all the requested details, then click GET STARTED NOW. Go through the onboarding tour, choose a category to start ...
                                                                                                              • Add JumpCloud to Zoho One

                                                                                                                Prerequisites: Roles required in Zoho One to perform this action: Organization Owner Organization Admin Roles required in JumpCloud: Admin Plan dependency in Zoho One: Free plan In Zoho One: Sign in to Zoho One, then click Admin Panel in the left ...
                                                                                                              • Add BambooHR to Zoho One

                                                                                                                Prerequisites: Roles required in Zoho One to perform this action: Organization Owner Organization Admin Roles required in BambooHR: Admin Plan dependency in Zoho One: Free plan In Zoho One: Sign in to Zoho One, then click Admin Panel in the left ...
                                                                                                                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