Kaizen #159 - Configuring Telephony Extension Widget in Zoho CRM

Kaizen #159 - Configuring Telephony Extension Widget in Zoho CRM




Hello Developers! 

Welcome back to the Widgets fold in our Kaizen series.

In this post, we will learn how to build a custom telephony extension widget for call centers and deploy it within a Zoho CRM organization. This helps in establishing unified communication support without leaving the platform.

Why configure a Telephony?

Telephony integration with Zoho CRM is vital for businesses that rely heavily on customer communication and sales. Following are a few key reasons for its vitality:
  • Centralized Communication: Make and receive calls directly within the CRM, streamlining the communication process.
  • Automatic Call Logging: Calls are automatically logged, helping businesses track communication history without manual effort.
  • Enhanced Collaboration: Sales, marketing, and customer service teams can access shared communication logs for improved teamwork.
  • Automated Follow-Ups: After each call, you can trigger follow-up tasks or emails, ensuring no lead is forgotten.
While the Zoho Marketplace within Zoho CRM offers a variety of telephony extensions, we will look at how to create a private extension that allows you to customize the integration to suit your specific needs.

Info
Note:

For this demonstration, we will use RingCentral as our telephony platform. Although RingCentral is available in the marketplace, we will assume it is a private connected app in this scenario.

Business Scenario

Imagine that you are running a sales agency and you want a widget that lets your sales reps make calls directly from Zoho CRM while tracking all call details seamlessly within CRM records.

The private extension should allow you to control the user interface, customize call-related actions, and manage data flow directly into the CRM, optimizing your sales process.

Creating a Private Telephony Extension

Start by logging into your Zoho CRM account and follow the below steps to build a private extension powered by Zoho Sigma. 

Set Up a Private Extension

1. Navigate to Setup > Marketplace > Extension Builder.

2. Create a workspace in the new tab and click on the New Extension button.Provide the necessary details as shown in the image and choose the service as Zoho CRM.


3. Provide the necessary details as shown in the image and choose the service as Zoho CRM.



4. Click Create.

5. The private extension that you have created will be listed in the Extensions page. Choose your extension and click the edit icon. 
You will be redirected to the Zoho Developer Console. 



Configure the Telephony Widget 

6. In the console, go to Utilities > Connected Apps on the left-side menu.

7. Follow the steps provided in this kaizen to create a new Zoho CRM widget for this use case. 

8. Fill in the details of the application as shown in this image. 



We have chosen External Hosting for the demo, as our sample widget code is hosted on Amazon Web Service (AWS).

Refer to the 'Code Logic for Integration' section below to see how the widget code should be handled.

9. Click Save.

Code Logic for Integration

10. Here is the core logic for handling telephony events like Dial and DialerActive using the Zoho CRM JS SDK:

DialerActive Event Listener:
  • This listener is triggered when the softphone icon at the bottom of your screen is toggled.
  • It makes a call to the dialed number using Ring Central SDK.
Dial Event Listener:
  • The listener is activated when a user initiates a call from a Zoho CRM record using the phone icon next to the Phone fields.
  • The phone button passes the specific record data to the widget, allowing Ring Central to display the record name and dial the number. Following it, the Ring Central SDKs play the role to execute call related functions.
Call Completion and Notes Update:
  • Once a call ends, the widget opens a note section.
  • The text added to the widget is fed to the Notes Related List of the corresponding record using the Add Notes SDK.
For detailed instructions and to get started, the demo code is available on our GitHub page. Ensure to replace your telephony app credentials, SDKs, and its versions in the rc.js and handler.js files to suit your production needs.

Configure the Call Center

11. Navigate to Build > Telephony in the left menu. 

12. Provide a Name and the Resource Path of your widget. 



13. Click Save.

Packaging and Publishing

14. Go to Package > Publish on the left-side menu and publish the extension. 

15. You will receive a prompt asking if you would like to submit your extension to the Marketplace and avail it like other telephony platforms. 
Once submitted, the review process will take from three weeks to one month for approval.



Instead of waiting for approval, we will proceed with deploying the extension using the private plugin deployment link.

Deploy in your Organization

16. Log into your Zoho CRM organization.

17. Replace the URL of your Zoho CRM page with the deployment link from the Developer Console to install the widget extension.

18. Approve the addition of this extension to your CRM.

19. Once installed, refresh the page and check for the softphone icon at the bottom of your screen.



Click the icon to log in to your telephony platform, such as RingCentral.

Try it Out! 

Once the softphone is installed, try out the following features:
  • The softphone icon opens an iframe dialer pad.
  • You will see a phone icon near the Phone data fields, enabling quick calls directly from the record.
  • After calls, you can take notes and log them as a related list for the CRM record.

Additional Components

Consider adding these components to enhance the functionality of your telephony extension widget:
  • Call Recordings Widget: Create a related list widget that automatically stores all call recordings for future reference. Refer to this page for help. 
  • Call Analytics: Using Ring Central SDKs support users can integrate call duration, frequency, and outcomes into a CRM dashboard Widget for performance tracking.
  • Custom Workflow Triggers: With the help of Insert Records SDK in the extension widget, you can automatically log the call details into the Calls module. This enables you to trigger workflow rules for follow-up tasks, notifications, or actions based on call outcomes. 
From managing call center operations to automating task follow-ups, the potential of widgets is vast and adaptable to a variety of business needs. We encourage you to explore the complete potential of widgets to build custom solutions that elevate your workflows. 

For further assistance, explore our Widget fold in the Kaizen collection or reach out to us at support@zohocrm.com. You can also drop your questions in the comments below. 

Cheers! 

-----------------------------------------------------------------------------------------------------------------------------------

Related Reading

-----------------------------------------------------------------------------------------------------------------------------------

    • Recent Topics

    • cannot recieve or send emails

      we are not recieving or cannot send emails.Shows sysytem error

    • Zoho Sites - contact us form

      I have added a contact us form to my website. I wanted to change the layout so I deleted the section of Contact Us form. When I again try to add the section of Contact Us form, it shows error that "This form already exists on this page."  I am unable

    • Setting checkbox value on template in Sign from Creator

      Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":

    • switching from POP3 to IMAPI do I need to change settings in Web email?

      hi so I am using Outlook with My Zoho mail, also have Verizon email /AOL. they no longer support POP3 and said imapi is much better, so I want to switch my ZoHo to imapai. I googled and it said i need to change it in my account....i looked at my account

    • What functionality is new in the Z025 Spaces UI dashboard compared to the previous Zoho One dashboard?

      My company is interested in creating a revamped dashboard this coming year, and are trying to weigh different platform options. The new Spaces UI is said to be a more "feature-rich" dashboard experience than the previous. Could a developer please explain

    • Collections Management: #5 Convenience on Offer, using Self-Checkout

      "Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked. He clicked "Buy Now", expecting a quick

    • Uploading a signed template from Sign to Creator

      Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach

    • Tip #50- A Closer Look at the Unattended Access Dashboard- 'Insider Insights'

      Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the Unattended

    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

    • Zoho CRM Portal User Timeline History Unavailable

      Hi Support Team, We have noticed a feature limitation in the Zoho CRM portal. We created a portal for our vendors to edit records directly, but when vendors make updates, the Modified Time and Date fields are not being updated. Additionally, these updates

    • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

      Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model

    • How to update custom multi-user field in Zoho Projects?

      I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.

    • Tip of the Week #75– Manage your social media messages from a single shared inbox.

      Are you tired of jumping between apps or browser tabs to reply to your business's Facebook and Instagram DMs? Handling customer messages on social media might seem simple, but switching between multiple platforms can easily lead to lost messages, duplicate

    • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

      The Zoho Map deluge integration task has been changed (as at 21 October 2025) to provide a more structured, JSON-like response. This change affects all three Zoho Map integration tasks (Geocode, Reverse Geocode, and Distance Between). More details can

    • Using files from Zoho CRM in Gemini/ChatGPT/Claude

      Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents

    • Zoho Analytics & Zoho Creator - Modified Time value

      I'm trying to use the Zoho Creator system field 'modified time' in Zoho Analytics, but it's consistently showing 12 hours 'out' In Zoho Creator In Zoho Analytics Is this a constant difference that I just need to correct with a timezone change - or is

    • Zoho CRM - Option to create Follow-Up Task

      When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would

    • Portal For Different Apps

      I found some older threads on this but didn't see anything very recent. I'm new to Zoho One so forgive me if my terminology is off a bit. I was hoping set up a single point of entry into Zoho One. So, many of the apps could be found in one single place

    • Calls undetected

      Zoho Voice records indicate my last call ended at 6:00 PM. All incoming and outgoing calls occurred between 6:00 PM and 7:00 PM.

    • Zoho Projects - Project Details on the Project Menu

      Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.

    • Introducing WhatsApp integration in Bigin

      Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all

    • Zoho CRM Portal Field Level Permission Issue

      Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for

    • Zia Conversation Summary: Context at a glance for every customer interaction

      Hello everyone! Every customer conversation tells a story—but in CRM, that story is rarely in one place. A sales rep moving between multiple leads has to reopen long email threads, check call remarks, and revisit meeting notes just to remember what was

    • Zoho Projects - Show Task List as dropdown field on Task records

      Hi Project's Team, I noticed today that there is no field on a task record related to the task list it belongs to. A dropdown would be helpful for quickly moving tasks between lists while in a task. I know that you can go to "Other Actions" and choose

    • Changing the Default Search Criteria for Finding Duplicates

      Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.

    • My followed tickets extension is not working under the All departments view

      Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p

    • Ticket Time Entry to Timesheet

      The title just about sums it up. I have searched here and not found anything relevant, but If I overlooked, then please set me straight.  We have staff that do nothing but close tickets in desk all day long. These tickets represent their timesheet. Is there a way to have this information sync or for a tech to go into their timesheet themselves and sync it with their tickets of the same timeframe?? We waste a ton of time doing timesheets and the old "Clock in/Clock out" isnt detailed enough for us!!

    • Calls undetected.

      The call is not showing on the call log.

    • Calls undetected

      Zoho is not reading calls made.

    • Multi-currency and Products

      One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 

    • Archiving Contacts

      How do I archive a list of contacts, or individual contacts?

    • How to add to Subforms via Zapier with Zoho Writer?

      I have the following layout for a Zoho Writer Document. As you can see there is a repeating subform taking in "Items". I am trying to make a Zapier integration with it, and I can see there is 1 field saying: "Items", but it does not specify how I'm supposed

    • Missing information data Zoho inventory

      there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les

    • Calendar Events Issues

      Not able to view scheduled events on my calendar

    • Extensions 101 webinar series: Build, integrate, and monetize with extensions

      Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last

    • Custom Related List Inside Zoho Books

      Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");

    • Where are recordings stored?

      I have hosted a couple of test meeting, used the "record" button to start and stop the recording but I am unable to find where are those recordings saved?  Can anybody help? Thanks

    • Zoho Desk's integration with Microsoft PowerBI delivers advanced analytics insights

      Hello everyone, Gaining advanced insights through reports and dashboards is one of the critical requirements of every business. In addition to key metrics tracked in Zoho Desk, such as agent performance, SLA adherence, and ticket lifecycle, businesses

    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

    • IMAP error message in Zoho mail

      I cannot send emails today. Everything fine for years until today. Get a message: "You are yet to enable IMAP for your account. Please contact your administrator". Does anyone know how to correct this?

    • Next Page