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Integrating Convolo Dialer with Zoho CRM
Integrating Convolo Dialer with Zoho CRM

A simple guide on how to integrate Zoho with Convolo Dialer

Updated over a week ago

Convolo Dialer + Zoho CRM integration lets you to log all call activities, lead info and more into the Zoho CRM.

With Zoho CRM + Convolo Dialer integration, you get:

  • Automation - Your leads are created/updated automatically within the Zoho CRM.

  • Call logs - After the call via Convolo, a call log is created, including Call Recording, Outcome Tag, and Agent's Comment.

  • Auto-assignment - After the call via Convolo, the agent who talked with the lead is automatically assigned as a Contact owner in Zoho.

  • Custom fields - All of your custom fields filled in by the agents within the Dialer after the call are saved and mapped in Zoho according to the provided requirements.

How to set up ?

In order to set up integration with Zoho CRM you can click here. Once you clicked you will be redirected to a page where you will need to authorize into your Zoho account.

If you are having trouble integrating Zoho or you have any questions, feel free to drop us an email at [email protected]

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