Go Integrator
Go Integrator is a desktop client application, which links your BroadWorks hosted telephony system to Zoho CRM. This integration provides unified communications features such as, complete call control, call history, call settings and Outlook integration.
Setup integration
To setup the integration,
- Go to Setup > Channels > Telephony.
- Choose Go Integrator from the PhoneBridge Marketplace.
- Click Integrate.
- Click Get it now.
For more details, click here.
Using Go Integrator integration
Once you integrate Go Integrator with Zoho CRM, you can do the following.
- You can see a business card view of the contact in Zoho CRM, whenever you receive an incoming call or initiate an outgoing call to a CRM contact via Go Integrator.
- All calls made or received via Go Integrator will be automatically logged in Zoho CRM and you can view the call logs.
- You can add follow-up activities at the end of every call.
Click here for more details.
Related Articles
Can I edit a Blueprint stage field to go back to a previous state?
No. If you have built a Blueprint on a certain status field, you cannot edit this field while a record is still in the Blueprint. However you can use a simple workaround to roll back to a previous state. This answer is provided in two parts. a)Why ...Can I copy an email that I've received in Outlook to Zoho CRM without setting up an integration? I would like to select an email from my Outlook inbox, click on a button, and have it go to Zoho CRM.
You can use the Zoho CRM plug-in for Microsoft Outlook to add emails manually from your Outlook account to Zoho CRM.I have integrated Zoho mail with CRM, and created a filter for emails from leads and contacts to be sent to a separate folder. I have created other filters too, but emails don't go to those specific folders. How can I solve this?
When you're using multiple filters, you may have problems with the ordering of those filters, and the conditions in some filters may also be conflicting with others. An easy way of avoiding this is by defining a 'ToMe' filter, which will ensure that ...I would like to have a unified email address that is the same for both business and customers. For instance, when I change the email address of the business, I have to go to the customers associated with that business and change those addresses too. Can this be done?
You can do this by using custom functions. Read more about how to create and use custom functions here.How do I edit a meeting?
Go to the Meetings module. Select the desired meeting and click the Edit icon. Enter the necessary details. Click Save.