Speed-to-Lead™ + Zoho integration lets you to log all call activities, lead info and more into the Zoho CRM.
With Zoho + Brightcall integration you get:
Automation - Your leads, deals, inquiries and other objects from Brightcall are saved automatically within the Zoho.
Auto-assignment - after the call via Brightcall, the agent who talked with the lead is automatically assigned as a Contact/Lead Owner in Zoho.
Auto-routing - In case, an existing lead in Zoho decides to request a call via Brightcall, then only the Contact/Lead Owner defined in Zoho will get connected with a lead.
Call Recording Comments - In both cases, a comment containing the call recording will be added to the lead.
Custom fields - All of your custom fields filled by prospects are saved in the Zoho.
Lead Search and Creation - After a call, the integration will search for an existing lead/contact based on the phone number or email.
If a matching lead is found, it will be updated.
If no matching lead is found, a new lead will be created automatically.oho.
How to set up ?
In order to set up integration with Zoho CRM you can click here. Once you clicked you will be redirected to a page where you will need to authorize into your Zoho account.
If you are having trouble integrating Zoho or you have any questions, feel free to drop us an email at [email protected]