We have a US account with several departments and users. We've been trying to use the phonebridge integration with Zoho for almost a year with no real success.
Goal:
When an incoming call comes into a RC queue or direct extension a post-call Zoho window pops up (mobile and/or browser) and offers the opportunity to log the call with details. If the caller's number is already associated with a contact, it would be great if Zoho recognized that and associated the call with the contact/lead.
Stretch goal: Log outgoing calls make through RC too.
What happens
1. A contact/lead who is saved in Zoho calls my cell phone number directly, a post call pop up offers to log the call.
2. A contact/lead who is saved in Zoho calls the company number + extension. There is no prompt to log this call.
3. No outgoing calls can be completed from Zoho -> A contact/lead is saved in Zoho. We log into Zoho and the RC bridge and select call next to the contact's phone number in Zoho. I am asked what number I would like to be called at and am told that I will receieve a call, be prompted to press 1 and then will then be connected to the caller. However, this call never comes into me so Zoho displays a message saying that I did not press 1. In the call log, I can see that the company number is contacted and then hangs up after a few seconds, I suppose because no one clicked 1 as we are unable to.
4. No outgoing calls from RC mobile app triggers the post-call pop-up in Zoho.
I've pored over both the RC and Zoho documentation. The only relevant reference that I've found was on Zoho's website ( https://www.zoho.com/crm/help/zoho-phonebridge/ringcentral.html) indicating the following
indicates that we need to login with the direct number and not the company number+extension. However, we don't have Direct Zoho numbers (additional $$$). Our system is configured to route callers to the auto-receptionist and based on the caller's selection, ring the appropriate department or user extension, which are all ultimately mobile phones.
There are multiple employees in our company.
-- How can we all log into RC without using the company number+extension?
-- Does this mean that Zoho requires us to buy additional phone numbers for everyone in order to use this feature?
Goal:
When an incoming call comes into a RC queue or direct extension a post-call Zoho window pops up (mobile and/or browser) and offers the opportunity to log the call with details. If the caller's number is already associated with a contact, it would be great if Zoho recognized that and associated the call with the contact/lead.
Stretch goal: Log outgoing calls make through RC too.
What happens
1. A contact/lead who is saved in Zoho calls my cell phone number directly, a post call pop up offers to log the call.
2. A contact/lead who is saved in Zoho calls the company number + extension. There is no prompt to log this call.
3. No outgoing calls can be completed from Zoho -> A contact/lead is saved in Zoho. We log into Zoho and the RC bridge and select call next to the contact's phone number in Zoho. I am asked what number I would like to be called at and am told that I will receieve a call, be prompted to press 1 and then will then be connected to the caller. However, this call never comes into me so Zoho displays a message saying that I did not press 1. In the call log, I can see that the company number is contacted and then hangs up after a few seconds, I suppose because no one clicked 1 as we are unable to.
4. No outgoing calls from RC mobile app triggers the post-call pop-up in Zoho.
I've pored over both the RC and Zoho documentation. The only relevant reference that I've found was on Zoho's website ( https://www.zoho.com/crm/help/zoho-phonebridge/ringcentral.html) indicating the following
indicates that we need to login with the direct number and not the company number+extension. However, we don't have Direct Zoho numbers (additional $$$). Our system is configured to route callers to the auto-receptionist and based on the caller's selection, ring the appropriate department or user extension, which are all ultimately mobile phones.
There are multiple employees in our company.
-- How can we all log into RC without using the company number+extension?
-- Does this mean that Zoho requires us to buy additional phone numbers for everyone in order to use this feature?
