Zoho CRM - Foneco phone integration
Not a Foneco customer?
Schedule a demo with our Sales department to unleash the power of Zoho CRM.
Foneco + Zoho equals more sales
Integrate your Foneco system and Zoho CRM to boost your productivity and never again drop the ball on customer follow-ups.
- One-click dialing, Quick contact creation, Incoming and outgoing call notifications, Missed call alerts
- Automatic call logging, Simplified management of call records
Need a demo
Schedule a live demo with one of our sales representatives.
Already an active Foneco customer?
It's time to improve your productivity by integrating you Zoho CRM with your Foneco phone system.
In this article, you will find an overview of the integration between your Foneco telephony and Zoho CRM. Do not hesitate to ask your representative!
You'll need your Foneco API key.
If you do not have it, please contact us using the support button on your right corner. Your API key also must be authorized for Zoho Integration.
Schedule an appointment with our assistance team. We love helping our customer!
Schedule a live session with one of our Foneco professional.
Connect your Zoho CRM
To connect your Zoho CRM, you need to access the Zoho CRM management page on the Foneco website.
The address is: www.foneco.co/zohocrm
Enter your API key and confirm with OK. You need to be logged as Zoho CRM admin.
Map your Zoho users
Authorized Foneco to access your Zoho CRM
You must authorize the Foneco Link to your Zoho CRM using a Zoho administrator account.
Map you Foneco & Zoho CRM users
Now you can authorize users who will have access to the Zoho CRM Phonebridge. To give the access you just have to map the Foneco users with the right Zoho CRM users account.
To activate the Click2Dial in the Zoho CRM Contact Module, check the Click2Dial checkbox.
You may select a default user. Call history not made by a Zoho CRM user will be associated with this user. We recommend that you assign it to a dedicated account to avoid any disturbance in the user experience.
Submit your mapping.
Enjoy your integration
The process is now complete. You will begin to see Phonebridge notifications in Zoho CRM.
To get help on integration, we invite you to contact our help center.