Zoho CRM Telephony Integration

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Steps to Integrate

Steps to Integrate
with Zoho

Step 1

Signing in to Acefone

Log in to your Acefone account
Click on the Services tab on the side navigation bar
Click on Integrations
Enable Zoho by clicking the toggle button
Click on Instructions

Step 2

Configuring Acefone with Zoho Products

Enable Zoho CRM integration
Choose an Extension from the drop-down list and click on Integrate Zoho bridge

Step 3

Authorising Zoho Products account

Grant permission to Acefone once you are redirected to the Zoho authentication page
Click on Go To Zoho CRM on the Success dialogue box
When you’re redirected to the page, click on Access Zoho CRM
You can now use your Acefone integrated Zoho portal

Acefone + Zoho CRM Integration

Take customer relationships to the next level by adding the power of Zoho CRM to your Acefone cloud solutions.

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Overview
Benefits
Advantages
Other Integrations
Resources

Steps to Integrate

Better together

Get the benefits of two in one by integrating your Zoho CRM and Acefone telephony set-up. From omnichannel communication and detailed call records to features like live call monitoring and click-to-call––do so much more without even having to switch your screen. Streamline your workflow and mitigate any issues well before they crop up with an intuitive solution.

Steps to Integrate

The Zoho advantage

Smart AI, smarter businesses

Enhance lead conversion by identifying potential conversions
Get smart alerts and reminders for your day-to-day tasks
Improve your interactions with contextual suggestions

Contact curation

View contact information before or during a live call
Customise business cards according to lead status
Add follow-up activities at the end of each call

Stay secure always

Use multi-factor authentication to limit access
End-to-end encryption for secure data even during transits
Multi-device portal via secure passwords with bcrypt hashing

Smart AI, smarter businesses

Enhance lead conversion by identifying potential conversions
Get smart alerts and reminders for your day-to-day tasks
Improve your interactions with contextual suggestions

Contact curation

View contact information before or during a live call
Customise business cards according to lead status
Add follow-up activities at the end of each call

Stay secure always

Use multi-factor authentication to limit access
End-to-end encryption for secure data even during transits
Multi-device portal via secure passwords with bcrypt hashing

You may also drop a mail and contact to
support for further assistance.

1888-859-0450 [email protected]

One integration, many benefits

Stay in the loop

Never miss a detail with exhaustive reports and call records.

Track all your tasks, calls, meetings, events and more
Use the Zoho CRM to record all important details
Create recurring events and set reminders to never miss a thing

Manage leads

Enhance lead conversion with a comprehensive platform

Use the smart web form to simplify lead generation
User-friendly platform for simpler and smarter workflows
Offer omnichannel service to amplify customer engagement

Absolute data control

Your data + our integrated solutions = a power-packed combination

Growing data? No problem. Upgrade your plan whenever you need
Import and backup your data to never lose any important information
Various data sharing options for secure information exchange

Set the gold standard of communication
for your clients today.

1888-859-0450 Start my free trial

Check our others Integrations

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Salesforce

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Hubspot

Integrate your Acefone solutions with the Hubspot CRM to automate, collaborate, and accelerate all customer interactions.

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Freshdesk

Unlock the 3Cs of outstanding customer service by integrating Acefone with the Freshdesk Helpdesk.

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Zendesk

Combine Acefone’s best-in-class cloud communication services with Zendesk’s intuitive CRM and build lasting customer relationships.

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Your favorite Integration tools in one place

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Resource library

Learn how to make the most of your business communication system.

7 Steps to Boost Productivity in Hybrid Work Environment

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How and Why to Get a Free Phone Number in the UK

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1 2 3

7 Steps to Boost Productivity in Hybrid Work Environment

The CoVID-19 pandemic has impacted almost…

How small businesses benefit from Hosted IVR systems

Implementing hosted IVR systems in a fantastic…

How and Why to Get a Free Phone Number in the UK

No matter how rapidly technology advances, it…

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Frequently asked questions

You have queries, we have answers

How Business-Class VoIP Works

VoIP is an acronym for Voice over Internet Protocol, which also may be referred to as “IP Telephony,” “IP Phones” or “Internet Phones.” UCaaS stands for Unified-Communications-as-a-Service, also known as Unified Cloud Communications.

VoIP vs. UCaasS: What’s the Difference?

How will they simplify your move to the cloud?

Does it integrate with other as a service systems

How many types of UCaaS architectures

What are Unified Communications as a Service Solutions?

Still in doubt? Drop your question in the box below and we'll get back to you