Choose the search bar and type in ‘ Zoho Sign for Outlook ‘. That is a problem that led me to sign up for some other CRM, some of which are so complicated (Zoho) I returned here to see if there is any option to fix it or work around. Next, scroll to the bottom and click Get Add-ins. I have connected Zoho email and all works well, but emails sent from HubSpot are not showing up in my sent folder in Zoho (or Outlook connected to Zoho email). Now, open the email and click the More actions dropdown. Our system is configured to route callers to the auto-receptionist and based on the caller's selection, ring the appropriate department or user extension, which are all ultimately mobile phones. Steps to add the Zoho Sign add-in to Outlook: You need to log in to your Outlook mailbox. However, we don't have Direct Zoho numbers (additional $$$). Indicates that we need to login with the direct number and not the company number+extension. The only relevant reference that I've found was on Zoho's website ( ) indicating the following I've pored over both the RC and Zoho documentation. No outgoing calls from RC mobile app triggers the post-call pop-up in Zoho. In the call log, I can see that the company number is contacted and then hangs up after a few seconds, I suppose because no one clicked 1 as we are unable to.Ĥ. However, this call never comes into me so Zoho displays a message saying that I did not press 1. I am asked what number I would like to be called at and am told that I will receieve a call, be prompted to press 1 and then will then be connected to the caller. We log into Zoho and the RC bridge and select call next to the contact's phone number in Zoho. No outgoing calls can be completed from Zoho -> A contact/lead is saved in Zoho. A contact/lead who is saved in Zoho calls the company number + extension.
A contact/lead who is saved in Zoho calls my cell phone number directly, a post call pop up offers to log the call.Ģ. Stretch goal: Log outgoing calls make through RC too.ġ.
If the caller's number is already associated with a contact, it would be great if Zoho recognized that and associated the call with the contact/lead. When an incoming call comes into a RC queue or direct extension a post-call Zoho window pops up (mobile and/or browser) and offers the opportunity to log the call with details. We've been trying to use the phonebridge integration with Zoho for almost a year with no real success. We have a US account with several departments and users.
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