Zoho Integration - Show lead owner?

[whunt188852]

Hi

We have a customer that uses Zoho CRM, they are testing 3CX and we have integrated their 3CX with their Zoho CRM and we have now got it so that when you select 'Add to CRM' via the softphone whilst on the call it adds the customer as a lead on Zoho. This is working fine however they want to be able to have it so that when existing customers (who have previously been added to Zoho) ring in the 3CX softphone shows not only the customer but also who the lead owner is. At present when calls come in it only shows the caller's name and their number and email address.

Is there a way of adding a field in the contact called LEAD OWNER and have that show who the lead owner is?

A bit of context, our customer sales trucks and they have 7 sales staff and 1 receptionist. All calls come into reception 1st. They want it so that when a call comes in the receptionist answers it and from their computer screen they can see who the customer is and crucially which sales person manages that customer so they can send the call direct to that person's extension. At present they are having to take the call, look up the client on CRM, locate the LEAD OWNER details then transfer.

See below - where the green circles are it would be good if we can have a new field mapped to LEAD OWNER.

 

[edossantos_sipcaller]

To do that you will need to create a customer template, starting from the standard Zoho template, and editing it to provide the information you need. 3CX will display the contact name (first name and last name), so you can add the lead owner to any of those fields, and that way you show that information to the receptionist.

 

[edossantos_sipcaller]

BTW, if you don't have the skills to build this yourself, you can contact @ConceptsWeb, they will be able to build this for you.