How to forward calls from Zoho CRM PhoneBridge

If you use Zoho CRM PhoneBridge, forwarding calls lets you stay connected—whether you’re using Upfirst’s answering service, heading on vacation, or just want to make sure you never miss an important call. This guide will show you how to set up different types of call forwarding on Zoho CRM PhoneBridge, so your calls always reach the right place.

How to forward all calls from Zoho CRM PhoneBridge

If you want every incoming call to your Zoho CRM PhoneBridge number to ring a different phone (like your mobile, another office line, or an answering service), you can set up unconditional call forwarding. Here’s how:

1. Open the Zoho CRM app or web dashboard.
   Log in to your Zoho CRM account where PhoneBridge is activated.
2. Go to the PhoneBridge settings.
   In the left sidebar, look for “Phone” or “Telephony” and select “PhoneBridge Settings.”
3. Find the call forwarding option.
   Look for an option called “Call Forwarding,” “Forward Calls,” or similar.
4. Enter the new destination number.
   Type in the phone number you want your calls to be forwarded to (for example, your mobile or your Upfirst AI receptionist number).
5. Save your changes.
   Click “Save” or “Apply” to activate call forwarding.
6. Test the setup.
   Call your Zoho CRM PhoneBridge number from another phone to ensure calls are being forwarded correctly.

Note: Some versions or telephony providers may use special dial codes (like *21* for forwarding), but most Zoho CRM PhoneBridge integrations handle forwarding through the web or app interface. If you don’t see the option, check with your telephony provider linked to PhoneBridge.

How to forward only missed calls (conditional call forwarding) on Zoho CRM PhoneBridge

Conditional call forwarding means your calls will only be forwarded if you don’t answer, your line is busy, or your phone is unreachable. This way, you only forward calls you can’t take yourself.

Here’s how to set up conditional call forwarding in Zoho CRM PhoneBridge:

1. Open Zoho CRM and go to PhoneBridge settings.
   Log in and navigate to the “PhoneBridge Settings” menu, as described above.
2. Locate conditional call forwarding.
   Look for options like “Forward on No Answer,” “Forward on Busy,” or “Conditional Forwarding.”
3. Set your forwarding conditions.
   Choose which scenarios you want to forward calls (e.g., only when you don’t answer after X rings, or if your line is busy).
4. Enter the forwarding number.
   Input the number you want missed calls to be sent to.
5. Save your settings.
   Click “Save” or “Apply” to activate conditional call forwarding.
6. Test by calling your number and not answering.
   Make sure missed calls are getting forwarded as expected.

How to turn off call forwarding on Zoho CRM PhoneBridge

If you no longer want your calls forwarded, it’s easy to turn it off:

1. Go to PhoneBridge settings in Zoho CRM.
2. Find the call forwarding section.
3. Disable call forwarding.
   You might see a toggle switch or a “Remove” button next to your forwarding number.
4. Save your changes.
5. Test by calling your number to confirm calls now ring normally.

For some telephony providers, you might also need to dial a code like ##21# to disable all forwarding. Check your provider’s documentation for details.

FAQs about call forwarding on Zoho CRM PhoneBridge

Does Zoho CRM PhoneBridge charge for call forwarding?
Zoho CRM itself does not charge for call forwarding, but your integrated telephony provider might. Always check with your phone or VoIP provider to see if they charge per forwarded call or per minute.

Can I forward calls internationally with Zoho CRM PhoneBridge?
Yes, you can forward calls to international numbers if your telephony provider supports it. Keep in mind that international forwarding may incur additional charges.

Will my phone still ring when call forwarding is enabled?
If you set up unconditional call forwarding, your phone will not ring—all calls go straight to the forwarded number. With conditional forwarding, your phone will ring first, and only missed or unanswered calls will be forwarded.

Can I forward text messages too?
No, Zoho CRM PhoneBridge’s call forwarding only applies to voice calls. Text message forwarding is not supported through PhoneBridge.

How is immediate forwarding different from conditional forwarding?
Immediate (unconditional) forwarding sends all calls directly to the new number, no matter what. Conditional forwarding only sends calls if you can’t answer, your line is busy, or you’re unreachable.

What if I don’t see the forwarding option in Zoho CRM?
Some features depend on your telephony provider or the specific integration you’re using. If you don’t see call forwarding, reach out to your provider or Zoho CRM support for help.

Never miss another call—forward your Zoho CRM PhoneBridge number to Upfirst! Upfirst is an AI answering service that handles every call, answers common questions, collects caller info, and instantly sends you a simple summary via email or SMS. Try Upfirst free for 14 days and see how easy it is to keep your business connected, no matter where you are.