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Connect Zoho CRM with your TELTEL account to enhance the productivity of your business, enabling Click to Dial, Call Popups, and automatic Call Logging!

A Zoho CRM account and a TELTEL Hosted PBX account is required to continue.

Summary

  1. Sign in to Zoho CRM and choose “VoIP Portal” under Settings -> Channels -> Telephony and press Install and selectall users
  2. Log into VoIP Portal (https://www.voipportal.com.au/) and choose “Zoho CRM” under Hosted PBX -> Apps & Integrations
  3. Click Connect to Zoho and you will be redirected to Zoho CRM to sign in.
  4. Click Accept to accept the Phone Bridge integration, and be redirected back to the My Account Portal
  5. In VoIP Portal, click Retrieve Users from Zoho
  6. Map each relevant extension to a Zoho user and press
  7. You’re done!

Step by Step

Sign into Zoho CRM

  1. Press the Settings Cog in the top right corner
  2. Click the Telephony link under Channels
  3. Select VoIP Portal from the list, or use theto search “VoIP Portal”
  4. Press the Install button, click All Users and then again
Log into VoIP Portal

 

  1. Log into https://www.voipportal.com.au/ and click Hosted PBX -> Apps & Integrations


  2. Selectzohofrom the list and click Connect to Zoho

  3. Enter your Sign In information, and then click Accept to accept the Phone Bridge integration

  4. In https://www.voipportal.com.au/, click Retrieve Users from Zoho
  5. Map each relevant extension to a Zoho user and press

You’re done! You can customise some other options, or just begin calling to take advantage of the rich new features available to your business!