The video above shows how to connect the Invoco platform to your Zoho Docs account. Once connected, we can push the following into Zoho Docs automatically:
- Call Recordings: Once a call has completed, we’ll push the recording into the call recording folder in your Zoho Docs account which you can store for as long as you need.
- Itemised call records: Once a week, we’ll push a CSV file with itemised call records for the previous week, so if you need to upload the data to a reporting platform or CRM system you can.
- Invoices: Keep all of your invoices in one place to make it easier to refer to them in the future.
- Weekly reports: Fed up of trawling through your emails to find your weekly reports? Get them pushed to a ‘Weekly Reports’ folder instead. No more searching!