Do you own a Zoho CRM and want an easy way to call and send sms to your customer directly from the CRM? Want incoming call notifications in the CRM when a new lead or an existing customer calls you? We have a solution to your problems in the form of Zoho CTI which concerns Sales, Marketing and Service.
Business Communication IFTTT Flows for Zoho CTI
IF you receive an inbound call from the customer in Zoho CTI THEN a popup notification is shown in the CRM and the CRM/Google Apps Integration captures the call data into the Google Sheet/CRM & create a new lead in case of new caller
IF an agent clicks on click to call button in the Zoho CTI THEN the CRM dialler triggers the call automatically from the agent’s phone and the CRM/Google Apps Integration captures call data in the Google Sheet/CRM.
IF an agent clicks on click to SMS button in the Zoho CTI THEN SMS is sent to the customer and CRM/Google Apps Integration captures SMS data in the Google Sheet/CRM.
Best CRM Phone Integration
Zoho Telephony provides best CRM Telephony Integration for managing your customer information and the communications with them.
Create lead on receiving an SMS
The Zoho CRM SMS integration ensures that a new lead is created in the Zoho CTI every time you receive an SMS within CRM’s lead module.
Call and SMS history
The history of all the inbound calls and outbound calls as well as the SMS sent is maintained and can be referred as and when required
All notifications and records at one place
Get all the notifications and records from both the platforms at one place. Notifications in the form of popup
Customized drop down for SMS templates lets you customize the SMS to be sent, or you can also type an SMS yourself.
When the customer calls your company, the call will be connected to an agent who is free. Once the lead is assigned to an agent, further calls from that customer can be mapped to the same agent