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 Dialer integration, click on enable for Zoho CRM integration.
- In the Integrations Tab, click on More Details in the Zoho CRM option.
- Click on Configure under Zoho CRM Account Authorization in the settings column, and enter your CRM Domain details such as IN(India), COM(USA), etc.
- After authorizing accept the required terms and conditions.
then click on the GO BACK button for further setup.
- Click on Configure under Dialer Campaign Configuration and choose a campaign or click on the Add Campaign button to add a new one.
Select the same lead list throughout your dialer campaign, otherwise you won’t be able to configure your campaign.
- Under Lead Mapping, map the lead list of the dialer campaign with the CRM.
- Under Agents Access, toggle the Status and Auto-Ticket switch to allow the team members to access the CRM and use the auto-ticketing feature.
- After completing the above steps, Click on “Click here to download the package” in the Info Section to install the Smartflo Dialer App.
- You’ll be redirected to Zoho CRM’s page. Log into your Zoho CRM account.
- Accept the required terms and conditions and install the application.
- Now Log into your Agent’s account or Team Member’s account and authorize your agent with the CRM integration.
- Go to Services>Integrations and enable dialer integration of Zoho CRM.
- In the Integrations Tab, click on More Details in the Zoho CRM option.
- Click on Configure under Zoho CRM Account Authorization in the settings column, and enter your CRM Domain details such as IN(India), COM(USA), etc.
- After authorizing accept the required terms and conditions.
- Go to Zoho CRM, Click on the telephony icon below, log on to the App with your Smartflo Team Member Credentials & enjoy the experience of seamless calling.
Updated about 1 year ago