Tech

Zoho CRM Integration

Published on:

October 12, 2018

Vodia PBX offers seamless integration with Zoho CRM, enabling businesses to efficiently manage call data. This integration allows for the automatic logging of both inbound and outbound calls in Zoho CRM, providing essential information like call start time, duration, contact names, and associated accounts. Agents receive convenient pop-up notifications for incoming calls and call completion, giving them the flexibility to enter call details in real-time or at a later point. For comprehensive guidance on this integration, businesses can access the full documentation provided by Vodia.

Vodia PBX can be integrated with Zoho so both inbound and outbound calls can be logged into the Zoho CRM, where the account agent can enter details for that call. Some call information, such as start time, duration, the person's name (if already in the contacts), the associated account, etc., are logged automatically. A pop-up will inform the agent of incoming calls, as well as when the call ends, so the agent has the option to enter details for the call right then or later on.

Full Documentation Available Here

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