Monema integration for Zoho CRM

Monema integration for Zoho CRM

Zoho CRM integration with Monema helps you manage all the inbound and outbound calls within your CRM account. Get all the call notifications via Monema right inside your Zoho CRM.

Setup integration

To set up this integration,

  1. Go to Setup > Channels > Telephony.
  2. Choose Monema from the PhoneBridge Marketplace.
  3. Click Integrate.
  4. Click Get it now.

For configuration steps, click here.

Using Monema integration

Using Monema integration for Zoho CRM, you can

  • Call to an existing contact inside Zoho CRM in a single click using the click-to-call functionality.
  • View the business card details of your contact with automatic screen pop-ups.
  • Get your calls logged under the activities module automatically.
  • Schedule follow-up activities, such as calls, tasks and events once the call is ended.

Click here for more details.

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