Table of Content:
Integrating Zoho with Convolo.ai
Speed-to-Lead™ + Zoho integration lets you to log all call activities, lead info and more into the Zoho CRM.
With Zoho + Convolo integration you get:
- Automation - Your leads from Convolo are saved automatically in the Zoho CRM.
- Auto-assignment - after the call via Convolo, the agent who talked with the lead is automatically assigned as a Contact owner in Zoho.
- Auto-routing - In case, an existing lead in Zoho decides to request a call via Convolo, then only the contact owner defined in Zoho will get connected with a lead.
- Custom fields - All of your custom fields filled by prospects are saved in the Zoho dashboard.
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@example.com