Set up Office@Hand Integration
Office@Hand is a cloud-based telephony system unlike the regular on-premise systems. Using the Office@Hand integration for Zoho CRM, you can do the following.
- Get call reminders - You will receive prompt reminders on your scheduled calls, so that you never miss another call.
- Automatic screen pop-ups - When you receive an incoming call or initiate an outgoing call from inside your CRM account via Office@Hand, you can view the caller details with automatic screen pop-ups.
- Call logging- All calls made or received via Office@Hand will be automatically logged in Zoho CRM and you can view the call logs later.
- Add Tasks/Notes - You can add follow-up activities at the end of every call from Zoho CRM.
Note:
- For this integration to work, you must have a Office@Hand account.
- You must also have the Office@Hand softphone installed in your device.
- Only an Administrator of a Zoho CRM account can enable the Office@Hand Integration.
- Once enabled by the Administrator, the integration is activated for all users. Every user in the Zoho CRM Organization account can log in to Office@Hand with their unique credentials.
To configure Office@Hand in Zoho CRM, you must
- Enable Office@Hand integration
- Log in to your Office@Hand account in Zoho CRM
Enable Office@Hand Integration
To enable Office@Hand Integration
- Go to Setup > Channels > Telephony.
- Select Office@Hand from the Choose a telephony provider.
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- Click Enable.
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Note:
- After clicking Enable, please wait while the page refreshes automatically. Do not click anywhere else until the Office@Hand Login screen appears.
Log in to Office@Hand
Once you have enabled the Office@Hand integration, you will be prompted to log in to your Office@Hand account from Zoho CRM.
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To log in to your Office@Hand account
- Click Login to Office@Hand if you wish to log in to your account right away.
- You will be navigated to RingCentral's Office@Hand Login page, where you need to enter the login details and click Login.
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- If you are logging in later, you can use the Phone icon at the bottom right of the page to access the Office@Hand Login screen.
- After login, authorize your RingCentral Office@Hand account.
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Use Office@Hand Integration
Once you have enabled Office@Hand in Zoho CRM and logged in to your Office@Hand account in Zoho CRM as well as the softphone, you are ready to use this integration.You can receive incoming calls, initiate outgoing calls and add follow-up activities right withon Zoho CRM.
Receive calls
When you receive an incoming call from your CRM contact via Office@Hand, you can see a screen pop-up, where you can view the details of your contact in a business card format.
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At the end of the call, you can add follow-up actions like notes or tasks on the Call Ended window.
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Make Calls
Before you make an outgoing call from Zoho CRM, you can choose your preferred phone number from the list of phone numbers configured within your CRM.
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To initiate an outgoing call from Zoho CRM via Office@Hand,
- Click the desired record.
- In the Record's Details page, click the Phone icon beside the phone number.
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The call via Office@Hand is now initiated.
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- Once the call is ended, you can add follow up tasks or notes to your call.
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Follow-up Activity
At the end of every call via Office@Hand, you can do any or all of the following activities from the Call Ended window in Zoho CRM. These would automatically be associated to the respecitve record.
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- Add a follow-up call.
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- Add a follow-up task.
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View Call Logs
Calls made, received, missed and unanswered in Zoho CRM via Office@Hand are automatically logged in the Activities module.
To view call logs
- Click the Activities module.
- Select the All Calls list view.
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- Click on any desired record to view the call details.
Disable Office@Hand Integration
The Office@Hand Integration can be disabled at any time. Only the Administrator of a Zoho CRM account can disable the integration.
To disable Office@Hand integration
- Go to Setup > Channels > Telephony.
- Click Disable.
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Note:
- On disabling the Office@Hand integration, you will no longer be able to make calls in Zoho CRM via Office@Hand.
- Once disabled by the Administrator, the integration is disabled for all users in the Organization account.
- Call details that were entered before the integration was disabled remain intact.