The UK's Most Loved Telecom Company
Freshsales Integration Release
- 28 July 2022
- on Integrations
After having our Freshdesk integration out for so long, we thought it was time to bring out a Freshsales integration! So, what does it do?
- If we find a contact that matches the caller’s number we’ll add a call note against that contact record and provide a link to the call recording in the Invoco portal, or;
- If we don’t find a match and you’ve opted for contact creation, we’ll create a new contact with the default contact name you specify - with call details and recordings in that new contact.
You can also see who’s calling you in real-time with desktop notifications linked to your system. Clicking on the notification will take you straight into the contact record – and if you’re using the Invoco Hosted PBX system, we’ll even send the caller information straight to your Invoco VoIP phone.
If you’re interested in finding out more or getting it set up, check out the Freshsales integrations page.
Let us know how you get on with the new integration and if there’s anything we can do to improve it! If you have any questions, don’t hesitate to get in touch.
Jez
- Posted on: 28 July 2022
