Set up SquareTalk Integration

SquareTalk telephony provider gives you the option to configure a set of things within the SquareTalk environment. In Zoho CRM, all you need to do is, authorize to set up the integration and add the various phone numbers that you have purchased for your business. This set up in Zoho CRM includes two steps:

  1. Authorize SquareTalk
  2. Add SquareTalk Number for Incoming & Outgoing Calls

Step 1: Authorize SquareTalk

To authorize SquareTalk

  1. Go to Setup > Channels > Telephony.
  2. In the Zoho PhoneBridge page, choose SquareTalk as the telephony provider.
  3. Specify the Auth Token from SquareTalk
  4. Click Authorize.
    The SquareTalk account will be authorized.
  • In case your auth token is regenerated, you can reauthorize SquareTalk. In the SquareTalk Configuration page, click on the Reauthorize SquareTalk link.

Step 2: Associate SquareTalk Number with Zoho CRM Users

To associate SquareTalk phone numbers with Zoho CRM users

  1. Go to Setup > Channels > Telephony.
  2. In the SquareTalk Configuration page, click Add phone number.
  3. Enter the Phone number that you purchased from SquareTalk It is mandatory to enter the phone number along with the respective country code. Now click Associate User.
  4. Select the CTI Agent Name/Extension from the drop-down list.
    This list will contain the name by which the numbers are configured. It could either be extension number, person's name or any other customized value.
  5. Map the value selected in the previous step to the Zoho CRM User from the drop-down list.
  6. Select the Incoming call and Outgoing call checkboxes if you want to give incoming and outgoing call permissions respectively.
  7. Click the Add icon to associate more users with phone numbers.
    Based on this association, incoming calls will be channeled to the users and they will be able to make outgoing calls.
  8. Click Save.

  • Under Incoming call tab, entries will be listed based on phone numbers, whereas under Outgoing call tab, entries will be listed based on users' names.
  • If you want to edit the existing number and associated more users with CTI Agent Name/Extension, you need to add the same phone number again as mentioned in step 2.

Edit or Remove a Phone Number

To remove a phone number

  1. Go to Setup > Channels > Telephony.
  2. In the SquareTalk Configuration page, the phone numbers added will be listed.
  3. Click the Incoming calls or Outgoing calls tab.
  4. Move the mouse pointer to a phone number and click on any one of the links:
    • Edit - You can edit the phone number and the user associated to the number.
    • Remove - The phone number will be removed from the list.