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Integration with ZohoCRM

Updated over 7 months ago

ZohoCRM helps you interact with potential and existing clients, gain valuable insights into your business, create scalable sales processes, and accelerate company growth.

Integration Capabilities

  • Call Log: Tracks all incoming and outgoing calls.

  • Call Recording Playback: Listen to audio recordings of calls within the CRM.

  • Missed Call Tracking: Monitors missed calls for better follow-up.

  • Automatic Contact Creation: A contact is automatically created after a call ends.

Setting up integration with ZohoCRM

To set up the integration between ZohoCRM and OneVOIPlanet, you need to:

  1. Log in to your ZohoCRM account.

  2. Go to your OneVOIPlanet personal account.

  3. Click on Integrations.

  4. Go to ZohoCRM.

  5. Click Connect.

  6. In the window that opens, click Accept.

  7. After connecting, you will be automatically returned to your OneVOIPlanet personal account.

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