In this article, we will show you how to use Zoho CRM together with CloudTalk to easily initiate calls and access customer information.
If you prefer video setups, here's an instruction video on Zoho CRM + CloudTalk - Integration Overview:
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.
Your call will be logged as an Activity in Zoho. After clicking on the Activity detail, you can see all relevant information, such as:
the agent's name
Easily open caller's Zoho profile before picking up the call
When receiving a call, you can access the caller's Zoho profile with a single click even before picking up the call. Based on the information stored like notes, files and previous calls, you can provide better and more accurate service.
To categorise your inbound calls and leads, add customised tags during or after the call. All calls get automatically logged into the customer profile.
Missed calls & voicemails logged as activity
When you have a missed call or voicemail, you can access it in the section Closed Activities.
In Detail, you will find information like call date and waiting time, or you can listen to the voicemail.
If you need further assistance or have any questions, you can contact our Support Team. We are always here to help you!