This guide explains how to install and configure Call Center Studio Softphone CTI for Zoho CRM and how users register for it.
Installing and configuring Call Center Studio Softphone CTI for Zoho CRM
Step 1 - Log in to Zoho CRM
Log in to Zoho CRM using your Zoho account information.
Step 2 - Install the extension
Search for Call Center Studio Softphone CTI for Zoho CRM in Zoho Marketplace, and install the application by accepting the terms of service and granting the necessary permissions.
Step 3 - Configure the extension settings
After installation, the Extension Settings window opens automatically. Configure the options below and click Save to apply the settings.
Parameter | Description |
autoCreateCallLogsOnIncoming | Automatically creates a call log record for incoming calls. |
autoCreateCallLogsOnOutgoing | Automatically creates a call log record for outgoing calls. |
customJavascriptURL | Used to load a custom JS file, if available (can be left empty). Example: /js/crmCustomFiles/zoho/yourclient.js |
popUpLookUpModule | The CRM module where popup matching is performed (e.g., Contacts). |
popUpOnIncomingCall | Enables automatic opening of the customer screen on incoming calls. |
popUpOnLoad | Enables the popup to open when the Softphone loads. |
tenant (required) | Specifies the customer domain where the application runs (e.g., clienttenant.alo-tech.com). |
Step 4 - Verify the Softphone installation
After configuring the adapter, you should see the telephony icon in the bottom-right corner of Zoho CRM. Click the icon to open the embedded softphone, then sign in using your Call Center Studio credentials.
Call Center Studio Softphone CTI user registration steps
Step 1 - Fill out the registration form
Navigate to the Call Center Studio Registration Page.
Enter your basic information, such as first name, last name, password, corporate email address, and preferred language.
Click Sign Up.
Once submitted, enter the OTP (One-Time Password) sent to your email address into the designated field.
Click OK.
Step 2 - Log in and get started
After completing your registration, you can log in to the system via Call Center Studio Softphone CTI once your operations manager has activated your account and assigned the necessary permissions.