3CX X Zoho CRM call flow

[Nik_si]

I have 3 sales agent, I want to catch call and route call to exact sales agent and not a randomized.

SIP -> Sales queue> sales agents exts

3CX system is on version 20.

is it possible with native integration?

 

[Evolute IT]

Not natively but with a CFD and some tinkering it is doable. We done it for other CRMs.

 

[Nik_si]

@Evolute IT what about Zoho phonebridge and modify business card view? did you ever tried?

Steps:

1. Go to Zoho CRM → Setup → Customize → Modules → Leads
2. Click Business Card View
3. Add "Lead Owner" field to the Business Card View layout
4. Save → repeat for Contacts module