FracTEL for Zoho

If you do not have a FracTEL CloudPBX account,
please contact our Sales team at: (855) 372-2835 or send an email at: sales@fractel.com

 

Integration Features

 

1. Automatic screen pops so you can easily view caller account details and take notes

 

 

zoho_popup

 

 

2. Click to Dial support so you can call clients directly from your Zoho dashboard

 

zoho_clicktocall

 

 

3. Call data and recording is automatically uploaded into Zoho

 

zoho_call_log
zoho_call_report

How to integrate FracTEL CloudPBX with Zoho?

 

INTEGRATE ZOHO

Steps to integrate FracTEL with Zoho

  1. Authorize FracTEL CloudPBX
  2. Associate FracTEL devices with Zoho Users

Step 1: Authorize FracTEL CloudPBX

1. Click on "INTEGRATE ZOHO" button and login

OR

Login to your dashboard.fractel.com account and click on the avatar menu, then click on "Integrations".

 

Dashboard_front

 

2. Now on Integrations page, click on "INTEGRATE" button available inside the Zoho Integration section.

 

Dashboard_integrations

 

3. Then login to your Zoho account with your Zoho admin user's credentials.

4. Please click the green "Accept" button.

 

Zoho_accept

Step 2: Associate FracTEL devices with Zoho Users

1. Now on Integrations page, click on "SETTINGS" button available inside the Zoho Integration section. It will open Zoho Integration settings page.

2. Now from dropdown menus, select a "Zoho User" and a "FracTEL Device". Then click on "Add" button. This will associate selected Zoho user with selected FracTEL Device.

 

Dashboard_zoho

 

3. Now to enable "ClicktoDial" functionality, click on "Enable" link.

You are all set now. To add another user, please repeat Step 2.