Integrate BT Cloud Phone with Zoho CRM

Integrate BT Cloud Phone with Zoho CRM

Set up BT Cloud Phone Integration

BT Cloud phone is a cloud-based phone system designed for small businesses that want all the features of a system without running one. With the BT Cloud phone, you can take your office out on the road with you. Once you integrate BT Cloud Phone with Zoho CRM, you can do the following.

  • When you receive an incoming call from or initiate an outgoing call to a CRM contact via BT Cloud Phone, you can see a business card view of the contact in Zoho CRM.
  • All calls made or received via BT Cloud Phone are automatically logged in Zoho CRM and you can view the call logs.
  • You can add follow-up activities at the end of every call from Zoho CRM.

Note:

  • For this integration to work, you must have a BT Cloud Phone account.
  • You must also have the BT Cloud Phone softphone installed in your device.
  • Only an Administrator of a Zoho CRM account can enable the BT Cloud Phone Integration.
  • Once enabled by the Administrator, the integration is activated for all users. Every user in the Zoho CRM Organization account can log in to BT Cloud Phone with their unique credentials.

To configure BT Cloud Phone in Zoho CRM, you must

  1. Enable BT Cloud Phone integration
  2. Log in to your BT Cloud Phone account in Zoho CRM

Enable BT Cloud Phone Integration

To enable BT Cloud Phone Integration

  1. Go to Setup > Channels > Telephony.
  2. Select BT Cloud Phone from the Choose a telephony provider drop-down list.
  3. Click Enable.

Note:

  • After clicking Enable, please wait while the page refreshes automatically. Do not click anywhere else until the BT Cloud Phone Login screen appears.

Log in to BT Cloud Phone

Once you have enabled the BT Cloud Phone integration, you will be prompted to log in to your BT Cloud Phone account from Zoho CRM.

To log in to your BT Cloud Phone account

  1. Click Login to BT Cloud Phone if you wish to log in to your account right away.
  2. You will be navigated to BT Cloud Phone Login page where you need to enter the login details and click Login.
  3. If you are logging in later, you can use the Phone icon at the bottom right of the page to access the BT Cloud Phone Login screen.
  4. Once you login, choose the required phone number from the available list. Please use your direct BT Cloud Phone number and do not use RC toll free number of your organization.

Use BT Cloud Phone Integration

Once you have enabled BT Cloud Phone in Zoho CRM and logged in to your BT Cloud Phone account in Zoho CRM as well as the BT Cloud Phone softphone, you are ready to use this BT Cloud Phone integration.You can receive incoming calls, initiate outgoing calls and add follow-up activities from Zoho CRM.

Receive calls

When you receive an incoming call from a CRM contact via BT Cloud Phone, you can see a Business Card view of the contact.

At the end of the call, the follow-up options on the Call Ended window lets you add calls and assign tasks to your contact.

Make Calls

When an outgoing call is initiated to a contact in Zoho CRM, the call is made via BT Cloud Phone.

To initiate an outgoing call from Zoho CRM

  1. Click the desired record.
  2. In the Record's Details page, click the Phone icon beside the phone number.

    The call via BT Cloud Phone is now established.
  3. The follow-up options on the Call Ended window lets you add calls and assign tasks and add a call description.

Follow-up Activity

At the end of every call via BT Cloud Phone, you can do any or all of the following activities from the Call Ended window in Zoho CRM. These would automatically be associated to the respective record.

  • Add a follow-up call.
  • Add a follow-up task.

View Call Logs

Calls made, received, missed and unanswered in Zoho CRM via BT Cloud Phone are automatically logged in the Activities module.

To view call logs and Call Recordings

  1. Click the Activities module.
  2. Select the All Calls list view.
  3. Click on any desired record to view the call details.
  4. Recorded calls are displayed in this section.

Note:

  • The recorded calls can only be viewed if BT Cloud Phone integration is enabled and the user is logged in.
  • In case the preferred phone number for calling is selected as "{company_number}*{extension}", then the activities module would show two records for each call made from CRM.

BT Cloud Phone Browser Calling

Browser calling for BT Cloud Phone allows you to make calls directly from CRM without having to toggle between your CRM account and BT Cloud Phone. WebRTC plugins are installed to give hassle-free browser calling and a real-time communication will be established with the end user.

You need to choose the Browser option from the call preferences pop-up to make calls through your browser. You can also save your preferences along with the outbound Caller ID of the recipient, so that you can easily identify your callers to your BT Cloud Phone numbers while making outbound calls.

You can now make calls directly from your browser without having to use a softphone. This also allows you to directly attend the incoming calls within your CRM.

Note:

  • Mute, Unmute, Hold, Unhold and Dialpad functionalities will only be included in the pop up, if you choose the Browser option.
  • Please refer to network connectivity functionalities before choosing the Browser option.
  • Browser calling will be supported only in chrome 29 and above and firefox 47 and above.

Disable BT Cloud Phone Integration

The BT Cloud Phone Integration can be disabled at any time. Only the Administrator of a Zoho CRM account can disable the integration.

To disable BT Cloud Phone integration

  1. Go to Setup > Channels > Telephony.
  2. Click Disable.

Note:

  • On disabling the BT Cloud Phone integration, you will no longer be able to make calls in Zoho CRM via BT Cloud Phone.
  • Once disabled by the Administrator, the integration is disabled for all users in the Organization account.
  • Call details that were entered before the integration was disabled remain intact.

FAQ

1. How do I disable the "Press 1" prompt while making a call in Zoho CRM?

2. There is no click-to-call phone icon beside the phone number in the Lead/Contact Details page. Why?

3. How do I change my Outbound Caller ID for calls made via BT Cloud Phone in Zoho CRM?

4. I am not able to make an outbound call via BT Cloud Phone in Zoho CRM. Why?

5. I am not receiving caller details for incoming calls in Zoho CRM. Why?

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