Zoho CRM Integration with Teams Phone System

Set up CRM integration with Zoho CRM and Teams Phone System

Follow these steps to configure your CRM integration with Zoho CRM (or Zoho Desk) and Teams Phone System

The following steps outline the set-up and configuration to get your CRM/Desk connected to our Bubble App


Step 1 - Download and install Bubble app

Please download the CRM software from the link provided to you in your welcome email (or request access by sending an email to support@paxitel.com)

There is a PC version, (and if needed) a Mac version

Install the software.

Step 2 - Run the Bubble app

Run the Bubble app and log in with your Microsoft credentials.

This user must be pre-configured by Paxitel for your account and license to be able to log in


Step 3 - Connect your Zoho CRM (or Zoho Desk)

No need to configure anything in the CRM or Desk application itself.

Run the Bubble app and log in with your Microsoft credentials.

Go to CRM Connectors in the navigation bar on the left side, select the desired CRM integration by double-clicking on it. Or click the Activate button above
The instructions are the same for Zoho Desk

(Please note that a CRM-application is activated if it has a blue frame around it).

    

Then click Start Authorize.


38af73a0-a294-4ac3-a6f8-992ba4f53469.png


Optionally you can enable automatic call logging for call registration.

If Log unknown callers is enabled, call registration will also be done for numbers that do not exist in Zoho.



Step 4 - Connect your Teams Phone System

To connect to your Microsoft Teams client, go to the Bubble software. Navigate to Phone Connectors and activate the Teams connector by double-clicking on it. Then click on “Authorize ” (must be done by all users individually) and you will be redirected to the Bubble web portal to authorize. 

176e52c9-e522-426d-a65c-235ec7d25733.png


The first step is to log in with your Bubble account, this is most likely the same account as your Teams/Microsoft account.

50e87521-8179-4af5-9ac7-4738cd1f2aa6.png

The second step is to authorize with your MS Teams account.

8ea71c09-c05c-4df5-b4b7-c1069ce7fedf.png

After successful authorization you will see the following message.

eebb672c-dc6a-47fc-848b-ac3c5a382b2f.png


Step 4.1 - Configuration in Teams admin center

Your Microsoft tenant administrator needs to set up the call policy in the Teams admin center.

Go to Voice -> Calling policies, then edit the relevant policies:

c0c4804e-24ee-4688-ae0e-8cd6fe2df0ed.png

Important - This is only needs to be configured once for all users

Enable 'Open Apps in browser for incoming PSTN calls'.

Fill in the following link: (note - this was updated July 2024 to a new URL)

https://portal.eu.redcactus.cloud/teams-integration/screen-popup/{phone}

This is the old URL (No Longer in use post July 2024):

https://portal.redcactus.nl/teams-integration/screen-popup/{phone}

Click on 'Save'.

You may need to restart the Teams client.


Step 4.2 - Configuration in Teams application

An individual user can disable the screen popup manually by enabling/disabling it in the Teams client.

Important - This is needed for each user 

Teams Application -> Settings -> Calls -> Application Integration -> Turn on to enable.





Your Zoho CRM (or Zoho Desk) should now be connected to Bubble and your Teams Phone System should now be configured and you will be able to use the CRM integration


    • Related Articles

    • Bubble CRM Integration User set up - Zoho CRM and Teams Phone

      Follow these steps to configure your CRM integration with Zoho CRM and Teams Phone System The following steps outline the end user set-up and configuration to get your CRM connected to our Bubble App NOTE - Your administrator needs to have set up ...

    • Bubble CRM Integration User set up - CC4Teams and any CRM

      Follow these steps to configure your CRM integration with CC4Teams and any CRM The following steps outline the end user set-up and configuration to get your CRM connected to our Bubble App NOTE - Your administrator needs to have set up additional ...

    • CRM integration Set up for Teams Phone System

      Configuration in Bubble Software To connect to your Microsoft Teams client, go to the Bubble software. Navigate to Phone Connectors and activate the Teams connector by double clicking on it. (or by pressing the Activate button). Then click on ...

    • What if Teams opens standard URL's in Edge?

      You need to make sure that Microsoft Teams is opening the URL's in your standard browser. In the newest version of Teams this standard set to Microsoft Edge. In Microsoft Teams calling, go to Settings - Files and Links and switch to Standardbrowser.

    • Manual - Microsoft Teams Configuration in Bubble Software

      Notes - Make sure that in Teams v2 client the browser setting is set to Standardbrowser instead of Microsoft Edge. To connect to your Microsoft Teams client, go to the Bubble software. Navigate to Phone Connectors and activate the Teams connector by ...