Invoco's Integration with Zoho CRM
Zoho CRM is a great easy to use online CRM system for businesses, individuals and sales teams.
Creating new contacts and updating existing contact records
So when you receive a call to one of your numbers we’ll do a real-time lookup to your Zoho database and:
- 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 contact that matches the caller’s number, we’ll create a new contact in Zoho automatically for you and provide a link to the call recording in the Invoco portal.
- Choose to have new leads created instead of contacts for new incoming callers.
So now, as well as all of the online and email tracking that Zoho does so well, you now also have a comprehensive call history for that contact.
Desktop call notifications with real-time lookups into your Zoho system
See who’s calling you in real-time with desktop notifications linked to your Zoho system. Clicking on the notification will take you straight into the contact record as well!