Zoho CRM

Zoho CRM when integrated enables your support team to enhance their productivity with its better call handling and CRM experience. With a feature set of several productive measures to manage your call-related activities inside CRM, Zoho CRM aces ahead of your business's productivity.

Follow the below-mentioned steps to successfully integrate your Zoho CRM with Smartflo.

Log into your Smartflo Account.
Navigate to the Services > Integrations Tab from the side-navigation panel.
In HPBX integration, click on enable for Zoho CRM integration.
Navigate to a new tab and log in to your Zoho CRM Account.
Click on the Setup option from the top navigation panel.
In Setup, go to Channels>Telephony option.
Search for the Smartflo application and install it in your Zoho CRM account.

Note: you can install it for all users and some specific users also.

In Integrations Tab, click on More Details in the Zoho CRM option.
Click on Enable and select your desired user for the integration.

Note: You can select either mobile or extension number for the user.

You will be redirected to the Zoho CRM login page.
Log in to your account and accept the required terms & conditions.
You have successfully integrated your Smartflo Account with Zoho CRM.

How to Use The Integration

Follow the below-mentioned steps to use Smartflo Integration with Zoho CRM effectively.

Log in to your Zoho CRM Account.
You will land on your account’s dashboard.
This app integration provides the below-listed functionalities of Smartflo through Zoho CRM.
1. Click To Call (Outbound Calls)
2. Call Detail Records( show duration, status, disposition status, etc)
3. Call Notes or Call Description
4. Agent Extension
To use the Click To Call functionality, Click on the Dialpad icon in the bottom pane. Dial the number of your choice.

After dialing any number from the dashboard, the status of the call changes accordingly.
While in between a call, the user gets a Call Description tab to write down call notes during the call.

After call hangup, you can save this call description by clicking on done.
When the call is completed, there’s a log stored for each call with all the necessary fields fetched from Call Detail Records. To access the logs, navigate to Calls from the top navigation panel.

It contains all the information regarding each call made such as Call Type, Call Start Time, etc.


Field	Description
Subject	Shows all the outbound and inbound calls
Call Type	Whether the call is outbound or inbound
Call Start Time	The time at which the call was started
Call Duration	The total time spend on the call
Contact Name	Name of the contact number or lead
Call Owner	The person who owns the account on which the call is received or from which the call has been made
Description	It refers to the call notes that are recorded during the call.
Call Result
Call Duration (in seconds)	The total time of the call in seconds.
Caller ID	It refers to the extension used to make the outbound call
Dialled Number	The number on which the outbound call is made
Outgoing Call Status	Whether the call is completed or not
Created Time	Time at which the call is logged in the records.

Moreover, you can click on any log created to edit or access the fields recorded more efficiently. The call recording is also stored in these individual logs.