Integrate Office@Hand with Zoho CRM

Integrate Office@Hand with Zoho CRM

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

  1. Enable Office@Hand integration
  2. Log in to your Office@Hand account in Zoho CRM

Enable Office@Hand Integration

To enable Office@Hand Integration

  1. Go to Setup > Channels > Telephony.
  2. Select Office@Hand from the Choose a telephony provider.
  3. Click Enable.

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.

To log in to your Office@Hand account

  1. Click Login to Office@Hand if you wish to log in to your account right away.
  2. You will be navigated to RingCentral's Office@Hand Login page, where you need to enter the login details and click Login.
  3. 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.
  4. After login, authorize your RingCentral Office@Hand account.

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.

At the end of the call, you can add follow-up actions like notes or tasks on the Call Ended window.

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.

To initiate an outgoing call from Zoho CRM via Office@Hand,

  1. Click the desired record.
  2. In the Record's Details page, click the Phone icon beside the phone number.

    The call via Office@Hand is now initiated.
  3. Once the call is ended, you can add follow up tasks or notes to your call.

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.

  • Add a follow-up call.
  • Add a follow-up task.

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

  1. Click the Activities module.
  2. Select the All Calls list view.
  3. 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

  1. Go to Setup > Channels > Telephony.
  2. Click Disable.

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.
    • Related Articles

    • Zoho CRM for Office 365

      Install the Zoho CRM app for Microsoft Office 365 to seamlessly synchrozie data between the two applications. Currently, this integration allows for user import, calendar synchronization and contacts synchronization.  Install Zoho CRM app for Office ...
    • Integrate BT Cloud Phone with Zoho CRM

      How Can I... Set up BT Cloud Phone Integration Enable BT Cloud Phone Integration Log in to BT Cloud Phone Use BT Cloud Phone Integration Receive Calls Make Calls Follow-up Activity View Call Logs and Call Recordings BT Cloud Phone Browser Calling ...
    • Python SDK - An Overview

      Python SDK offers a way to create client python applications that can be integrated with Zoho CRM. This SDK makes the access and use of necessary CRM APIs with ease. In other words, it serves as a wrapper for the REST APIs, making it easier to use ...
    • Integrate RingCentral with Zoho CRM

      How Can I... Set up RingCentral Integration Enable RingCentral Integration Log in to RingCentral Use RingCentral Integration Receive Calls Make Calls Follow-up Activity View Call Logs and Call Recordings RingCentral Browser Calling Disable ...
    • Integrate Telus with Zoho CRM

      How Can I... Set up Telus Integration Enable Telus Integration Log in to Telus Use Telus Integration Receive Calls Make Calls Follow-up Activity View Call Logs and Call Recordings Telus Browser Calling Disable Telus Integration[Related Topics] ...