CC-One supports a screenpop, activity logging and click-to-call functionality with Zoho CRM

• ScreenPop: The data and the context of the caller need to get delivered to the agent in an automatic screen pop based on inbound ANI. The caller’s phone number, and the appropriate account or contact record matching the caller’s phone number needs to be presented/popped at the time of presenting the call to the agent
• Click-to-Call: Ability for agents to be presented with an outbound call when they on a phone number on an account or a contact phone record in Zoho CRM
• Activity Logging: CC-One to log the activity record in Zoho CRM

TELEPHONY SETUP

Setup Zoho Integration

1, Login into your CC-One Account

https://agent.ccone.net/ada-ws/ccone-ad/index.html?tenant=xxx

2. Then login to your Zoho CRM account with your Zoho admin user’s credentials.

3. Next, allow BroadSoft to get phone and user data from Zoho CRM

4. Finally, submit your dial number and team you need to get logged into as CC-One agent