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Zoho CRM for Symphony
Zoho CRM for Symphony
by Zoho
PREMIER PARTNER

Integrate your phone system with Zoho CRM and boost your teams' productivity with improved call management and CRM experience.

Zoho for Symphony

Zoho CRM for Symphony helps your sales and support teams with better call handling and CRM experience. With features like single-click dialing, screen pop-ups for incoming calls, automatic call logging, and much more, they can manage all call-related activities inside Zoho CRM. Thus focus on their calls, be more productive, and have enriched customer interactions.


Detailed Description:

Zoho CRM for Symphony brings integrated cloud business communications and CRM together, for users to manage all the call related activities inside CRM.


  1. Dial calls from Zoho CRM in a single click - Call your leads and customers from within Zoho CRM in a single click. Avoid the hassles of jumping multiple devices/screens and save time in handling each call. More time means more calls and improved productivity.
  2. Screen pop-ups for Incoming calls in Zoho CRM - Receive screen pop-ups for incoming calls to know who is calling you. With contextual access to the contacts' history and detailed information from these pop-ups, you can be more prepared to take the call and ensure quality interactions. Save new callers as leads or contacts in Zoho CRM and save your Call-Actions (like adding notes, follow-up tasks) instantly from these pop-ups.
  3. Automatic call logging - All the call activities get logged automatically inside Zoho CRM. You can avoid logging the call details in two places, rather have it all tracked in Zoho CRM automatically. What’s more, you can even fetch details on your calls and call analytics anytime with the help of Reports in Zoho CRM.
  4. Simple configuration - Setting up Zoho CRM for Symphony is very simple. All that you need to do is enter your Symphony credentials in Zoho CRM and you are good to get started. No installations or no tedious configurations.
  5. Contextual collaboration - The Symphony App is a great way to communicate and keep everyone in your sales team informed on what’s happening in your CRM account. Share records from your CRM to people and teams, send and receive instant deal updates, celebrate deal wins, and get reminders in team messaging for all the activities in your CRM calendar.


Original release date: 2017-03-25

Requirements

  1. Zoho CRM for Symphony is available for Symphony Standard, Premium and Enterprise customers.
  2. You must have a Zoho CRM Standard or Professional or Enterprise Edition account.
  3. Requires Windows® XP or above or Mac OS® X 10.8 Mountain Lion or above.
  4. Supported browsers include Chrome™ 30 (or later), Firefox® 25 (or later), Safari® 6.0.5 (or later), and Internet Explorer® 10 (or later).

App Scope and Permissions

When authorized, this app will be granted the following permissions:

PermissionDescription
Read MessagesView message store data, including SMS, fax, voicemail, etc.
Call ControlControl and manage phone calls in real-time
Read PresenceView user presence status
Read AccountsView user account information, e.g. name, business name, and contact info
Ring OutPerform two-legged ring out phone calls
Team MessagingPost messages, as well as view, edit and delete Team Messaging related data
VoIP CallingRegister VoIP-enabled devices, and make and receive VoIP calls
Read Call LogView user call log records
Read Call RecordingDownload call recording content and media
Webhook SubscriptionsManage and subscribe to webhook notifications
GlipDeprecated: TeamMessaging permission should be used instead