Zoho
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→ Settings → Telephony → Phonon Central
Connect Zoho to our cloud-based business telephone network that's tailored to your needs.
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Click on Install button to install the Phonon Central application.
Login to the Central Application.
In the Central application, we have provided left menu at Advance → Integration.
System will list down the Integration Partners. Click on Connect for Zoho CRM.
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When the user clicks on the Connect, system will open the Zoho CRM integration page to enable the Phonebridge Telephony Integration.
To enable the Phonebridge integration, we have provided Connect button.
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We will provide following fields:
Click to Call Outbound Dialer:
Select an Outbound Multicast/ Outbound Dialer Flow, which will be executed when agents click on the {Phone Icon} icon in Zoho CRMProducts.
Access Token Available in:
$flow.syskey.zoho_access_token - System will store the authentication token in this variable.
Flow Variable:
$flow.key.clicktocall - System will store the selected flow variables and values will be store in this variable.
Configure Agents: We will provide 2 separate tables for Available Agents and Enabled Agents so that admin can pick and choose for which agents, Click 2 Call configuration needs to be enabled with following columns
Agent ID
Agent Name
Email
Agent Key
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