Zoho CRM Integration

Zoho CRM is used by many businesses as a single repository to bring sales, marketing, and customer support activities together. Now with the Dialpad for Zoho CRM integration, businesses can save their agents time and let them focus on sales by reducing tiresome app switching and automating sales tasks.

Bring communications into sales, marketing, and customer support activities with Dialpad for Zoho CRM, empowering agents in real-time with customer data and history and creating a more personalized experience to drive sales revenue.

With the latest integration, teams and managers can stay engaged, effective, and efficient from anywhere in the world with a mobile-first, cloud-based integration.

Fonctionnalités clés :

Intégration native

• Native sidebar within and desktop apps
• Quick access to deal tagging, and call notes/tasks
• Possibilité de lier les appels aux transactions existantes à partir de Dialpad

Journal d'activité

• Automatically log both inbound and outbound calls
• View recent activity with quick links to Zoho CRM
• Ability to agent notes in sidebar during calls

Profils de contact

• Affichage automatique du profil des contacts dans Dialpad
• Includes quick link to jump into Zoho CRM
• Creation and logging of new Zoho CRM contact/lead from Dialpad calls