Hi
Apologies if this info is buried in this forum somewhere, I tried to find a concise answer but couldn't.
Hopefully someone can help....
So we have a customer that currently has a trial of 3CX cloud hosted (enterprise), they use Zoho CRM for ALL their key customer info and the nature of their business means they get hundreds of new enquiries a day sometimes 200+ , At the moment they are having a new customer call in , they are then having to look at the 3CX call history, take a note of the number, go into Zoho after the call, create a new contact and add the info in.
I am aware that the standard 3CX integration can populate the 3CX phonebook with a known contact from Zoho but what they want is the following:
WORKFLOW
1. New caller rings in from a number they do not have (on either Zoho CRM customer list or 3CX phone directory)
2. When they take that call a 'pop up' appears asking if they want to add the info into Zoho CRM
3. Assuming they click yes the key info is populated such as number / country dialling code - Appreciate they will have to add their first / last name
Basically they want it so that without too many button clicks they can quickly add the info they need whilst on the call without having to go back into Zoho after the call to add the info.
I know it seems trivial to have to do this manually but they really only have 1 person who takes this info and she is basically spending most of her time just creating contact info in Zoho and not actually doing other jobs she should be doing.
Does the 3CX Zoho integration from Marketplace allow this?
Thanks in advance
Apologies if this info is buried in this forum somewhere, I tried to find a concise answer but couldn't.
Hopefully someone can help....
So we have a customer that currently has a trial of 3CX cloud hosted (enterprise), they use Zoho CRM for ALL their key customer info and the nature of their business means they get hundreds of new enquiries a day sometimes 200+ , At the moment they are having a new customer call in , they are then having to look at the 3CX call history, take a note of the number, go into Zoho after the call, create a new contact and add the info in.
I am aware that the standard 3CX integration can populate the 3CX phonebook with a known contact from Zoho but what they want is the following:
WORKFLOW
1. New caller rings in from a number they do not have (on either Zoho CRM customer list or 3CX phone directory)
2. When they take that call a 'pop up' appears asking if they want to add the info into Zoho CRM
3. Assuming they click yes the key info is populated such as number / country dialling code - Appreciate they will have to add their first / last name
Basically they want it so that without too many button clicks they can quickly add the info they need whilst on the call without having to go back into Zoho after the call to add the info.
I know it seems trivial to have to do this manually but they really only have 1 person who takes this info and she is basically spending most of her time just creating contact info in Zoho and not actually doing other jobs she should be doing.
Does the 3CX Zoho integration from Marketplace allow this?
Thanks in advance
