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Click-to-Dial Click-to-Dial

Click-to-Dial - PDF document

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Uploaded On 2020-11-23

Click-to-Dial - PPT Presentation

Contact Lookup Queue Prox00660069ling Call Popping Unity completely unix00660069es all customer contact including calls emails and web chats at a user level within Zoho Zoho CRM Integrax0 ID: 821702

x00740069 zoho calls unity zoho x00740069 unity calls contact x00660069 crm call log automa search integra pop user web

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Click-to-DialContact LookupQueue Pro&#
Click-to-DialContact LookupQueue Pro�lingCall PoppingUnity completely uni�es all customer contact, including calls, emails and web chats at a user level within Zoho.Zoho CRM Integra�onUNITY ZOHO CRM INTEGRATIONCollate Your Contacts With Unity & Zoho CRMUnity seamlessly integrates with Zoho to facilitate contact lookup and “popping” for both from within Unity and the CRM pla�orm.Unity CRM Connector will pop the record in Zoho, either automa�cally or when the user clicks the call no��ca�on. Outbound calls can be made from within Zoho direct, or through Unity Contact Search.Contact Searchonly check all directories, but it will also dynamically search your Zoho contacts.Automa�c Call PopThe user can easily view the contact in the Zoho and Unity can also be con�gured to automa�cally pop the CRM on answer. www.kakaposystems.comAdd Call Log EntryEasily con�gure Unity to automa�cally add a call log entry for any calls. Users can then add further notes manually, which will then be stored in Zoho.PresenceSet your presence to alert colleagues to your current availability. Prede�ne rou�ng, such as diver�ng calls to your mobile if you are out of the o�ce.Click To

Dialo Click To Dial From Within Zohoo
Dialo Click To Dial From Within Zohoo Turn Web Chats Into Calls Instantlyo Flexibility For Ad-hoc DiallingMul�-Channel Integra�ono Web Chat & Email Pro�lingo View Previous CC Conversa�onso Screen Popping On All MediaAutoma�c Call Journalingo Log All Calls & Web Chats & Emailso Manually Edit Automa�c Log Entrieso View Full Transcripts in ZohoPriori�sing Queued Callso Priori�se Contacts and Leadso Transfer Zoho Users to VIP Queueo Intelligently manage Important CallsUnity Zoho CRM Integra�on www.kakaposystems.comUnity Zoho CRM Integra�on www.kakaposystems.comZOHO CRM INTEGRATIONIden�fy incoming Zoho callsSearch Zohowithin UnityPriori�se Zoho leads in queueOpen Zoho contactAuto pop Zoho contact on answerDo it once and get it right �rst �me. Unity’s Zoho integra�on completely uni�es all customer contact, including calls, emails, chats and tweets at a user level within Zoho.All calls are journaled within Zoho, including the direc�on of the call, with the op�on to edit the task log and leave the call log open or closed. Zoho can be polled directly from Unity Search, combining all Outlook, group, personal and Zoho contact numbers in one place