In this article, we will show you how to use Zoho CRM together with CloudTalk to easily initiate calls and access customer information.
Outbound call with click to call feature logged as an activity
As a first step, install the Click-to-Call Chrome extension. After this, all phone numbers in your Zoho account will be converted into a clickable format and you can easily initiate calls with a single click.
After the call is initiated, you can learn more about your customer by accessing the most important caller's detail with a single click.
When you finish a call, you can evaluate customer satisfaction and add different tags, as well as notes.
Where to Find Call Logs in Zoho CRM
Your calls will be logged in the Calls module in Zoho CRM. To view details of a logged call:
Navigate to Calls in Zoho CRM.
Locate the call you want to review.
Click on the call entry to see details, including:
Agent's name
Call duration
Call date
Call recording (if enabled)
If you have a missed call or voicemail, you can find it in the Calls module under the respective call entry.
Easily Open a Caller’s Zoho Profile Before Picking Up
When receiving an incoming call, you can access the caller’s Zoho profile with a single click—even before answering.
By checking stored information like notes, files, and previous interactions, you can offer a more personalized and efficient service.
To categorize your inbound calls and leads, add customized tags during or after the call. All calls are automatically logged in the customer's profile in Zoho CRM under the Calls module.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!