 Back to Blog

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

Latest Articles

On-Premise Persists: Why It Still Matters, and How NEC's Decision to Exit the Market Creates Opportunity

On-premise solutions continue to be vital for many enterprises due to their superior data security and control, essential for industries like finance and healthcare. They offer deep customization, fitting specific needs and legacy systems, and provide reliable performance, especially for latency-sensitive applications. Additionally, while cloud solutions have a pay-as-you-go model, on-premise can be more cost-effective in the long run for predictable workloads. This balance of security, customization, and cost-efficiency ensures on-premise remains a strong option amidst the growing shift to cloud services.

July 19, 2024

Locality networks Case Study: Providing an Industry-Leading Multi-Tenant UC PBX with Advanced Features to Its Customers

Locality Networks, delivers high-speed fiber optic internet and advanced tech solutions to homes and businesses. Seeking to enhance their offerings, they implemented Vodia’s multi-tenant UC PBX, which provides top-tier features like mobile extensions, web clients, texting and CRM integrations. This has enabled them to offer cutting-edge communication tools, enhancing customer productivity and satisfaction. The seamless deployment, robust call center features and excellent support from Vodia and partners have made this transition successful for their diverse clientele.

July 12, 2024

Cove Central TAPP Expands Nationwide

Cove Central Communications announced its nationwide Technology Alliance Partner Program (TAPP) with Vodia in November 2023, aimed at supporting Managed Service Providers (MSPs) in delivering VoIP solutions. Since its launch, TAPP has seen significant interest, with Cove Central now providing VoIP solutions to over 30,000 users through regional MSP partners. The program addresses challenges such as FCC fees, compliance, and E911 configuration, simplifying VoIP deployment for MSPs. Jim Whittaker, Head of Technology, noted a projected revenue increase of 60% or more in 2024 due to TAPP.

July 3, 2024