Why integrate with Zoho CRM?
Automatically log inbound and outbound calls, record them and click to call inside Zoho CRM.
Call leads and contacts, with a single click and without leaving Zoho CRM 😎
Automatically log inbound and outbound calls, voicemails, text messages and missed calls with all the details you need for reporting and monitoring of your agents 📈
Toky automatically syncs with Zoho's phone records so every time you receive a call, you will know who is calling 👀
Before you start, you need to take into account the following points:
The synchronization time will depend on the number of contacts you have in Zoho CRM 📊
Every 10 minutes a synchronization process is performed for new contacts/leads ⏱
If a contact was recently added and a call is made to that contact, the call record will appear in the contact's profile after the next synchronization.
How to enable the Zoho CRM integration?
You can integrate Toky with Zoho CRM in few steps. the following article explains the process: