Help needed on the zoho integration.

[tschorn01]

I have followed the guide and the test is successful. I don't know what the next steps are to be able to click 2 dial from the zoho and record incoming and outgoing calls.

 

[TheodorosG_3CX]

Please note that the Click2Call is installed on your browser and allows you to just click a number from your CRM and make the call from the 3CX Desktop App or Web Client.

 

[tschorn01]

That I found late yesterday. Thank you for the response. Any way to have the call made from a desk phone when using Click2Call?

Also, I see CRM contacts in 3CX contacts after a call is placed or received. The pop-ups are not working. I did disable the pop-up blocker. Maybe it is a number match issue.

 

[tschorn01]

Any thoughts about the pop up for income calls?

 

[edossantos]

If you see the caller's name, and the contact card icon, then you should check the Web Client > Settings > Integration options. You should select "Automatically open contact URL when CRM integration is enabled".

 

[tschorn01]

Thank you. This works now. Do you have a list of functionality of this integration?

 

[edossantos]

Do you have a list of functionality of this integration?

Check the introduction here:
https://www.3cx.com/docs/pbx-crm-integration-zoho/