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Mitel Connect and Zoho Integration

Zoho LogoAre you looking to combine your telephony system with Zoho for an integrated calling experience?

Mitel Connect integrates with Zoho CRM to provide a superior calling experience for your customers. Our most popular integrations include Screen Pop and Click to Dial. Palitto Consulting Services (PCS) can integrate any piece of your Mitel Connect system, formerly ShoreTel, with Zoho. Contact us to explore how we can help improve your business systems to enable efficient business processes!

Screen Pop:

  • The screen pop automatically searches for the inbound caller’s phone number to provide the caller’s account information before the phone is answered.
  • Mitel LogoThe incoming call can be configured to screen pop a “new call notes” screen associated with the inbound caller ID.
  • If there is no matching contact for the incoming caller ID, the system pops to the “new client” screen.

Click to Dial:

  • Provides the ability to make an outbound call within Zoho with a single click, by clicking on any phone number within the application.
  • Outbound calls are automatically logged within the Zoho CRM.

Download our PDF to learn more:

Zoho Mitel CRM Integration

Special pricing is available through the Zoho Marketplace. If you have questions or are ready to design your integration, please contact us.

 

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Wadsworth, OH 44281
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F: 330.335.7275
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