Create Lead in ZOHO for all calls.

[JR99]

Hi 3CX community,

I am looking at using ZOHO for a CRM and to have it integrate with 3CX. I am a service based business, I would like it to create a new lead with every call(maybe just inbound) if the number is not in the CRM.

My goal with this is to help manage customers, as well as potential customers that have called in the past. I would like to keep logs of them all and keep a timeline. I would just imagine I add vendors into the contacts so it doesn't create a lead when they call. It looks like it will attach the call transcription to the event? It also looks like it will attach and web or sms chats?

Does anyone have the script for the template to do this and would be willing to share or help create?

Thanks!

 

[Alejandro_3CX]

Hi @JR99 in the crm integration you need to enable the parameter below and select LEAD.



In that way, when there is an incoming call and the caller id doesn't match any contact in the crm, then the user handling the call may add it as new contact.

He just need to click on Add Contact ---- CRM






Then enabling the call or chat journaling you will get the call log in the crm, please make sure to follow the instructions in this document.

Have a good day!