Native integrations with Zoho and ManageEngine apps
Integrate Zoho Voice with Zoho CRM, Desk, Bigin, and ManageEngine ServiceDesk Plus Cloud
Zoho Voice offers native integrations for Zoho CRM, Desk, Bigin, and ManageEngine ServiceDesk Plus Cloud (SDP Cloud) using which you can make and receive calls directly from those apps via the ZDialer.
What you get in this integration
- Get caller details in screen pop-ups from CRM/Desk/Bigin/SDP Cloud and find out who's on the line.
- Make and receive calls directly from Zoho CRM/Desk/Bigin/SDP Cloud using ZDialer.
- Auto-detect phone numbers in CRM/Desk/Bigin/SDP Cloud and make calls using click-to-call.
- Bulk import CRM/Desk/Bigin/SDP Cloud agents to create them as Zoho Voice users.
- Automatically log the calls made from the phone numbers you use. (Note: This functionality is not available in SDP OD)
Setting up the integration
The integration enables contacts look-up functionality when you make and receive calls from the dial pad in Zoho Voice web or mobile apps. Click-to-call, dial pad and incoming call pop-ups in CRM/Desk/Bigin/SDP Cloud will be enabled only through ZDialer. ZDialer is supported in both Chrome, Firefox, and MS Edge browsers.
To set up this ZDialer-based integration, follow the steps below.
1. Go to Settings > Integrations, and choose the app you want integrate(CRM/Desk/Bigin/SDP Cloud).
2. In the setup page, choose your CRM, Desk, Bigin, or SDP Cloud portal, so Zoho Voice can fetch your contacts.
3. In the next page, click the ZDialer link for Chrome/Firefox/Edge and get the dialer for your browser from the respective store, and click Next. You can also download ZDialer from the links provided in this page.
4. Bulk import your agents from CRM/Desk/Bigin/SDP Cloud and add them in Zoho Voice as users so they can use this integration. Imported users will receive an email invitation to join your account. They will be added as users once they accept the invitation. You can also skip this step and import later.
5. Select and associate the phone numbers that you'll be using, so your calls are automatically logged when you made and receive calls using those numbers. This functionality is not available in SDP Cloud.
6. Click Complete Integration to finish the setup.
Apps and calling functionalities:
- See CRM/Desk/Bigin/SDP Cloud contact details while making and receiving calls from the dial pad in Zoho Voice web and mobile apps.
- Make calls directly from CRM/Desk/Bigin/SDP Cloud web apps using the click-to-call button powered by ZDialer. Contact details will be visible in the call pop-up.
- Make calls to unsaved numbers from any webpage(including CRM/Desk/Bigin/SDP Cloud web) using the dial pad widget powered by ZDialer. Make sure you have enabled dial pad in ZDialer settings.
- Receive incoming calls on any webpage(including CRM/Desk/Bigin/SDP Cloud web) through screen pop-ups powered by ZDialer. Caller details will be fetched from CRM/Desk/Bigin/SDP Cloud and will be displayed in the call pop-up.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Zoho Voice vs Zoho Telephony
Zoho Voice vs Zoho Telephony: Demystified In Zoho One or apps such as Zoho CRM, Desk, Recruit, and Bigin, there are two ways to configure the calling functionality (click-to-call and call pop-up features) using Zoho Telephony. One is using an ...Integrations - Zoho Telephony
Integrating Zoho Voice with Zoho Telephony(PhoneBridge) Introduction This integration between Zoho Voice and Zoho Telephony allows you to use calling functionalities of Zoho Voice inside other Zoho applications through Zoho Telephony. Zoho ...Zoho Voice - Zoho Recruit Integration
Zoho Recruit is a cloud-based talent acquisition solution designed to streamline the recruitment process. It helps businesses connect with candidates through various channels, manage candidate interactions, and track recruitment activities ...How to launch power dialer campaigns in Zoho Voice?
Getting started To get started with the power dialer, follow these steps: Create a new campaign. Import contacts for the campaign. Customize the campaign. Launch the campaign. 1. Create a new campaign To create a new outbound call campaign: Select ...Call Disposition in Zoho Voice
What is Call Disposition? Call Disposition refers to categorizing or labeling the type, reason, outcome, or status of a call. It helps in tracking and analyzing call outcomes for reporting, future analysis, and workflow optimization purposes. In Zoho ...
New to Zoho LandingPage?
Zoho LandingPage Resources