ClikDial for Zoho CRM

Integration & User Guide

✅ Prerequisites
🔧 Step 1: Install ClikDial Extension from Zoho Marketplace
  1. Go to https://marketplace.zoho.com.
  2. Search for ClikDial.
  3. Click Install Now.
  4. Select your Zoho CRM organization.
  5. Grant necessary permissions.
  6. Complete the installation.
🔑 Step 2: Log In & Activate the Extension
  1. Open Zoho CRM.
  2. Go to the Leads module.
  3. Open any lead. Click the "Call Using ClikDial" button at the top-right.
  4. On first use:
    • Log in with Gmail using OTP.
    • If not logged in or app not installed, you'll be prompted to download the app from Google Play.
  5. Once authenticated, integration is active.
📱 Step 3: Connect Your Mobile to Enable Dialing
  1. Open the ClikDial app on your phone.
  2. Log in with the same Gmail or Mobile Number as in Zoho CRM.
  3. Tap the red "Start" button and confirm "Dialer Service – Running" appears (green button).
  4. Ensure your mobile is connected to the internet.
  5. Ensure your extension login matches the app credentials.

Zoho CRM is now ready to send dial commands to your mobile!

☎️ Step 4: Make Calls from Zoho CRM
  1. Go to the Leads module in Zoho CRM.
  2. Select the lead/contact to call.
  3. Click "Call Using ClikDial".
  4. A popup will show lead details:
    • Name
    • Mobile Number
    • Phone Number
    • Email
  5. Click the Call icon next to the desired number.
  6. Your phone will immediately begin calling via ClikDial.
📊 Step 5: View Call History & Reports
  1. In the Leads module, open a lead record.
  2. Click the "Call History" button in the ClikDial section.
  3. View previous calls, including:
    • Phone/Mobile Number
    • Date and Time of call
🛡️ Need Help?
click dial,click to dial,salesforce click to dial,click dialer,click to dial software,click to call dialer,click to call software,click to call crm,click to dial salesforce,ringcentral click to dial,vonage click to dial,vonage click to dial chrome extension,salesforce click to call,click to call voip,enable click to dial salesforce,salesforce click to dial disabled,voip click to call,click to call button,click to dial chrome,click to dial salesforce lightning,click to call app,hubspot click to dial,ringcentral click to dial chrome,8x8 click to dial,one click conference call in numbers,webrtc click to call,click to dial ringcentral,click to dial chrome extension,click to call chrome extension,teams click to dial,ringcentral click to call,click 2 dial,salesforce click to dial not working,click to dial extension,enable click to dial salesforce lightning,click to call website,click to dial disabled salesforce,dialpad click to call,grandstream click to call,click to dial google voice,click and dial,click to dial disabled salesforce lightning,salesforce enable click to dial,click to dial not working in salesforce,8x8 click to dial chrome extension,asterisk click to call,asterisk click to dial,avaya click to dial,call box click to call chrome extension,chrome click to call extension,chrome click to dial,click on phone number to dial html,click to call chrome not working,click to call extension chrome,click to call mobile,click to call mobile app,click to call phone number,click to call phone number html,click to call web,click to dial disabled salesforce ringcentral,click to dial excel,click to dial from outlook,click to dial html,click to dial outlook,click to dial teams,click to dial vonage,click to dial vonage chrome,crm click to dial,excel click to dial,fonality click to dial,fortivoice click to dial,free click to call,google voice click to dial,grandstream click to dial,html click to call phone number,html phone click to call,lightning click to dial,mitel click to dial,nextiva click to dial,one click conference call,one click dial,one click dial in,outlook click to dial,outlook click to dial plugin,polycom click to dial,ringcentral click to dial not working,ringcentral click to dial salesforce,tenfold click to dial,vonage click to dial extension,web browser click to dial,website click to call,zoiper click to call,zoiper click to dial,zoiper click to dial chrome,zoom click to dial