Set up Call Popup for Inbound Calls
After the integration with Zoho CRM, a web browser tab displaying CRM contact's information will be automatically launched when a CRM user receives an inbound call from a CRM contact by default. You can also configure the call popup to be triggered when a call is answered or ended as needed.
Prerequisites
The Zoho CRM integration is completed.
Procedure
- Log in to PBX web portal, go to .
- On the CRM integration page, do as follows:
- Select the checkbox of Call Popup.
- In the Trigger Event drop-down list, set when
the call popup will be automatically triggered.
- Ringing: A call popup will be triggered when a Zoho user receives an inbound call from a CRM contact.
- Answered: A call popup will be triggered when a Zoho user answers an inbound call from a CRM contact.
- Call End: A call popup will be triggered when a Zoho user finishes a call with a CRM contact.
- Click Save.
Result
When the specified trigger event occurs on an inbound call from a CRM contact, a new browser tab will be launched to show the contact's information from the CRM.
Note: The pop-up web page might be blocked by the browser. In this
case, users need to click on the blocked icon at the search bar, allow the pop-up
window and website redirection, then click Done.