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Zoho CRM CTI Embedding

Description

Embeds ExpertFlow call controls and screen pop inside Zoho CRM via the Zoho PhoneBridge API. Agents see caller details before answering and log call dispositions to the Zoho contact or lead record automatically.

Canonical use case

A mid-market B2B sales team using Zoho CRM connects ExpertFlow to their contact centre so inbound sales calls automatically pop the lead record and log the call outcome.

Open Items

  • [ ] Canon alignment — populate canon_axiom_refs or confirm no existing axiom applies
  • [ ] Dependency assessment — set dependencies_assessed: true once SA has reviewed the full chain
  • [ ] effort_estimate — replace 0 with rough engineering days (order of magnitude)
  • [ ] public_description — write the public-facing description before publishing