Zoho CRM Integration

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Ordering process

You can contract our services by phone or via e-mail through the following channels:

Web: contactar

Phone: (+34) 91 794 13 14
E-mail: zinvox@numintec.com

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Linking your Numintec phone system with Zoho

In order to link the Numintec phone system with your Zoho user, please follow these instructions:

 

  1. You have to log-in into https://agent1.invoxcontact.com with your user code and password..
Acceso aplicación

2. After log-in you have to choose the integration options that you want to activate:

 

  • ClickToCall
    Option that enables Zoho to make outgoing calls .

 

  • Phonebridge
    Option that enables the Zoho phonebridge for incoming calls.
permisos
  • 2.3 After the activation, Zoho will ask you permission to link with the Numintec phone system.
Acceso Zoho

Please accept.

integración
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How to use the Zoho “PhoneBridge”

When the user receives an incoming call, Zoho will display the call information.

Ringing:

sonando

Answered call:

contestada

Completed call:

finalizada
  • If there is a missed call, the agent can see it in his Zoho pending notifications icon:
  • When the notification is displayed ,It shows the information related to the contact that has generated the missed call.
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How to use the “ClickToCall” option

The “ClickToCall” option allows the user to make calls through its Zoho interface.
Once you activate “clictocall”, The Zoho interface will provide you a button with which you can make calls to your Zoho customers.