How to Install and Use the Zoho Softphone Integration - United World Telecom Knowledgebase

How to Install and Use the Zoho Softphone Integration

With the Zoho-GCF Softphone integration, you can use your Global Call Forwarding Softphone within your Zoho CRM pages to make and receive phone calls.

Note: This Zoho CRM extension only works if you are an existing customer of Global Call Forwarding and have activated the option for Zoho CRM Softphone integration.

Learn more about the benefits of the Zoho integration here.

How to Set up Zoho Softphone CRM Integration

To activate the option for Zoho CRM Softphone integration in your Global Call Forwarding account, follow the below steps:

1. Log in to your Global Call Forwarding control panel with your email and password.
2. In the Services menu on the left, click on the Integrations option.

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3. Find the Zoho CRM Softphone and click on Activate.
4. You must choose the PINs (User IDs) you would like to integrate with Zoho and click Continue.

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Now, each user selected must go to their Zoho CRM and install the GCF Softphone extension:

1. Log in to your Zoho account.
2. Go to Zoho CRM marketplace. Search and install the Global Call Forwarding Softphone for Zoho CRM.

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3. After the installation is completed, a screen will appear requesting the corresponding Global Call Forwarding credentials. Enter the relevant PINs and passwords (ref. step 4).

How to Use the GCF Softphone within Zoho

Once the credentials are entered, a ‘phone’ icon will appear at the bottom right corner, click on it.

A menu will open your softphone app or simply click on the green ‘phone’ icons beside every contact’s phone number to instantly place a call to that number using your softphone extension.

Familiarize yourself with the softphone in our How to Use the GCF Softphone guide.