This article provides an overview for end-users of how to use UNIVERGE BLUE® CONNECT with Zoho CRM.
- Getting Started With UNIVERGE BLUE® CONNECT For Zoho CRM
- Making Calls
- Receiving Calls
- Call Description And Follow-Up Activity
- Call Logs
Getting Started With UNIVERGE BLUE® CONNECT For Zoho CRM
- After UNIVERGE BLUE® integration is enabled by Administrator, you will receive an email notification with the link. Open the link and log into your UNIVERGE BLUE® CONNECT account.
Note: integration is designed to work with UNIVERGE BLUE® CONNECT Desktop Application only.
- You will be asked to select a default calling device that will be used for outbound calls. Choose the device from the list and click Save.
Note: If you want to change the default calling device you will need to open the link sent from your Administrator (see Step 1). - On the next step, you will be prompted to enter credentials for Zoho CRM if you are not logged in to the system.
- System will ask for access to calls and contacts information. After pressing Accept you will be redirected to Zoho CRM home page.
Making Calls
- To initiate an outgoing call from Zoho CRM user click the green icon next to the phone number. Outgoing calls can be made from records available in Leads, Contacts and Accounts modules in Zoho CRM. Green phone icons are available from Record's list, Record's details page, Record's widget.
- The call will be sent to the selected default calling device and once you pick up the phone system will try to connect you with the dialed phone number.
Receiving Calls
Call From A Known Number
When you receive a call from a CRM contact you will see the contact information. To start a call pick up the default calling device you selected previously.
To decline the call click End Call button in plugin or end the call using the Deskphone device.
Also, you can open ringing Record's details in a new tab by clicking Record's name on notification. Here you can find additional information and call history.
Call From Unknown Number
For incoming calls from an unknown caller you will see only a phone number.
During the call or after it is ended you can create new Lead or Contact or add to existing Lead or Contact by clicking on the drop-down menu. Updated information will be immediately shown on the notification.
Call Description And Follow-Up Activity
You can enter a description during an active call or after it is completed. The description entered will be automatically updated in the Call Description field under the Call Information section in the Activities module.
You can also add a follow-up Task, create an Event or schedule a new Call after the active call is finished.
