The UK's Most Loved Telecom Company
Invoco's Integration with Zoho Docs
Heads up! Zoho Docs is moving to Zoho WorkDrive. The last date to migrate from Docs to WorkDrive is November 15, 2022. After this date, you can no longer access your Docs account. Check out our WorkDrive integration.
Want to get your call recordings, call data and other information stored into Zoho Docs automatically? No problem, just link your Zoho Docs account and it’ll all be done as if by magic!
What data can we push into Zoho Docs?
- 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!
Check out the following video to see how to set up the integration and how it works…
Still unsure about how it all works or just need some advice?
Request a call back from one of our friendly sales team!
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