Integrate Telephony with SalesIQ

Integrate Telephony with SalesIQ

 Performing follow-ups with your prospects via email can be sluggish at times. One of the most effective ways to connect with your contacts is via a phone. This integration can allow operators and sales teams to get in touch with your prospect right away without any delay. Integrating SalesIQ with Telephony will enable you to make calls to your contacts directly from your SalesIQ portal.

What is Telephony?

Telephony allows you to connect with various PBX systems to connect with your contacts. PBX system stands for Private Branch Exchange. A private telephone system enables an organization to make internal or external calls. 

What makes connecting with Telephony stand out from traditional calls?

When making calls from the SalesIQ portal for official purposes, logging, monitoring, and managing the calls made by the operators or sales team from their devices becomes an arduous task. Using a PBX system can overcome all these issues by maintaining a database that logs all calls made from your portal. 

Benefits of using Telephony integration:

  1. Keep logs of all calls made using the integration
  2. Connecting with missed visitors and performing follow-ups can be done instantly without a response delay.
  3. Make calls without having to dial the number manually, eliminating the risk of dialing a wrong number. 
  4. Check out missed calls.
  5. Add notes and descriptions to calls for other operators or sales personnel to understand the call's objective.

How to integrate Telephony with SalesIQ:

  1. Login to Zoho SalesIQ.
  2. Navigate to Settings > Developers > Integrations and click Telephony.

  1. Choose your provider from the telephony marketplace. 

  1. Now, click Login

  1. After logging in, in preference pop-up, choose Browser as the Make my calls through option.

  1. Select your Outbound caller ID and click Save

How to use Telephony to make calls? 

During a live chat

    • You can make calls using your telephony connection by clicking on the phone icon next to the visitor's mobile number.

    • You will get a telephony pop-up on the bottom left corner that shows the status of the call. 

    • Click End to end the call after communicating with the visitor.

    • Add a note to your call to allow other operators to understand the objective of the call.



Making a call from the contact history module

  1. You can call your contacts directly from the contact history module without navigating through their past chats.
  2. In the SalesIQ dashboard, navigate to People > Contacts, choose the contact you want to call, and click the call button on the top right corner.

Contacting a missed visitor 

  • In the SalesIQ dashboard, navigate to Chats > Missed, select the missed chat, and click the call button near the visitor's phone number. 

 

Check out this doc to learn more about the cloud-based PBX systems or contact centres supported by Zoho. 

    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


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                       
                      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 SalesIQ Resources



                                          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

                                                                            • Integrating Whatsapp Channel with SalesIQ

                                                                              Get noticed and communicate where it's most convenient for customers.  Integrate your Whatsapp account with the SalesIQ brand and extend your support via Whatsapp messenger to your customers. Your customers will be able to reach your support ...
                                                                            • Integrate Clearbit- Enrichment with SalesIQ

                                                                              Overview You can integrate Zoho SalesIQ with Clearbit (Enrichment) and pull the up-to-date company info of the website visitors based on their email address in the Zoho SalesIQ chat window. Also, push the details you receive about your visitor from ...
                                                                            • Integrate Clearbit Reveal with SalesIQ

                                                                              Integrate Clearbit - Reveal with SalesIQ Clearbit provides its customers with powerful data suite, which was procured by crawling and indexing websites and public information on companies as well as people with no interaction.To be more precise about ...
                                                                            • Integrate Google Tag Manager with SalesIQ

                                                                              Add Zoho SalesIQ widget code to either selective or all the web pages of your site without having to edit the source code. To add Zoho SalesIQ widget code on your site using Google Tag Manager Login to your Google Tag Manager account. Click on  ADD A ...
                                                                            • Integrating Zendesk with SalesIQ

                                                                              What is Zendesk?  Zendesk is a customer ticketing system that allows companies a method of tracking and responding to customer service requests. Together Zendesk and Zoho SalesIQ deliver a complete view of all your support interactions logged in one, ...
                                                                            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