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Overview: Virtual Office for Zoho

8x8 Virtual Office for Zoho brings phone communication through a dialer to your Zoho environment. The application launches conveniently from your dashboard, allowing you to combine the benefits of Zoho with the capabilities of Virtual Office, and interact with your customers via phone without having to switch to another app.

Upon receiving an inbound call or while making an outbound call, Virtual Office for Zoho tracks if the caller is an existing contact by searching your Zoho accounts, contacts, and leads, and pops the matching record for you to preview and prepare for the call. This way, you gain full insight into communications with any returning caller. You can be better informed and prepared to answer calls by previewing relevant caller record details before accepting a call.

Audience

This guide is intended for Zoho agents who use Virtual Office integration with Zoho.

Features

Using Virtual Office for Zoho, you can:

Limitations

Browser Requirements

We recommend using Google Chrome to ensure a smooth experience.

Supported CRM Objects

The following objects have been tested with Virtual Office integration:

 

Product version 3.1

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