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The Operating System for Business

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What is Zoho Telephony?

Zoho Telephony, also known as PhoneBridge, is an integration platform that allows you to connect any cloud telephony system with Zoho apps to make and receive calls.

Key features

 

Single-point integration

Integrate Zoho Voice with other Zoho apps in one simple integration.

 

Advanced call features

Get access to cloud telephony features, like IVRs, call queues, call recording, and more.

 

Click-to-call

Click on any phone number to make a call right away, from any Zoho app.

 

Call pop-ups

Get caller details instantly with screen pop-ups to find out who’s on the line.

 

Call detail records (CDR)

Log call details in Zoho apps and keep track of all calls made.

 

Call notes

Add notes about calls right from the call pop-up screen.

Incoming calls from 25 other Zoho apps

Receive incoming calls in browser tabs where other Zoho apps are running, so you don’t have to toggle between them. Check out the full list of apps where you can receive calls.

How to set up
this integration

How to set up this integration
Find Zoho Voice in the Telephony marketplace of the Zoho app you use—Zoho One, CRM, Desk, Recruit, or Bigin.
Log in to Zoho Voice and on the Telephony setup page, select the Zoho app you want to integrate.
Enable PhoneBridge integration for Zoho Voice.
Import your agents into Zoho Voice, configure calls for them, and you're good to go!

Now you can make and receive calls from Zoho apps using Zoho Voice as your telephony provider.

Frequently asked questions

  • What is the difference between Zoho Telephony and Zoho Voice?

    Zoho Telephony (PhoneBridge) is a platform used to integrate Zoho applications like Zoho One, CRM, Desk, Bigin, and Recruit with a cloud PBX service like Zoho Voice or other third-party cloud PBX services.

    Zoho Voice is a standalone cloud PBX service with which you can add users, purchase phone numbers, and make calls. You can easily create your Zoho Voice account, select Zoho Voice as your cloud PBX service in Zoho Telephony, and enable the integration. This integration has limited features like click-to-call, call pop-ups, call notes, etc.

  • What is built-in telephony inside Zoho Telephony?

    For users who don't need a separate cloud PBX app with advanced features but just need limited features like click-to-call, call pop-ups, and call notes in Zoho CRM or Bigin, Zoho Telephony provides a built-in telephony system that is built over Twilio in the backend.

    Built-in telephony is now available only for CRM and Bigin. All the call configurations and number purchases are done inside the CRM or Bigin apps.

  • I'm an existing Zoho user. What plan do you suggest?

    If you're a Zoho One, CRM, Desk, Recruit, or Bigin user, you can try our Enterprise Telephony edition's Standard plan. This is a Zoho-friendly plan with 10 free Zoho agents for every Zoho Voice admin user at $49/month billed annually.

    Create an account with 1 admin user (comes with 10 free Zoho agents), and then select Zoho Voice as your cloud PBX service from the services listed under Zoho Telephony. Import up to 10 Zoho One/CRM/Desk/Recruit/Bigin agents and configure all the settings in Zoho Voice. These agents will then be able to make and receive calls directly from their Zoho One/CRM/Desk/Recruit/Bigin portal.

    This integration has limited features like click-to-call, call pop-ups, call notes, etc. Only the Admin will have a Zoho Voice admin portal where they can configure everything, handle payments, and download call logs and reports. All 10 free Zoho agents will be able to make calls only from the respective Zoho app. They do not have access to the Zoho Voice web app.

  • Are calls supported in CRM/Desk/Recruit/Bigin mobile apps?

    No. Calls are not supported in the mobile version of these apps. They are supported only in the web applications.

    However, Zoho Voice has a lightweight mobile app with which agents can handle calls on the go. But you won't be able to see the caller details, just the phone number.

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