3ctel for ZOHO
Empower your 3ctel with Zoho and create a more collaborative CRM experience.
- When a customer calls, 3CTEL can automatically retrieve information from Zoho CRM, such as the customer’s name, address, and previous interactions.
- Within Zoho, users can click on a phone number to initiate a call through 3CTEL. This makes it easy to make calls without having to manually dial the number.
- 3CTEL can record calls made through the integration and store them in Zoho CRM, making it easy to review conversations and track customer interactions.
- The integration between Zoho and 3CTEL can be customized to fit the specific needs of your business, allowing you to create a seamless workflow that meets your unique requirements.
- Help businesses manage leads more efficiently by automatically logging all lead-related calls and conversations in Zoho CRM.
- 3CTEL allows users to communicate with customers through multiple channels, including voice, email, SMS, and social media, all of which can be integrated with Zoho CRM.
3CTEL allows businesses to communicate with customers through multiple channels, including voice, email, SMS, and social media, all of which can be integrated with Zoho CRM.
Enhanced call control:
With the integration, agents can easily control calls through the 3CTEL platform, including transferring, parking, and holding calls.
Better customer segmentation:
By using customer data from Zoho CRM, businesses can segment their customers and provide targeted and personalized communication.
Increased sales opportunities:
By having access to customer data and communication history, businesses can identify cross-selling and upselling opportunities, resulting in increased sales.
- An active Zoho CRM account to integrate with 3CTEL.
- API credentials from Zoho CRM, which will allow 3TEL to access your Zoho CRM account.
- Ensure that the user account you are using to integrate Zoho CRM with 3CTEL has the necessary permissions to access and modify customer data in Zoho.
- Adjust your firewall settings to allow communication between your 3CTEL and Zoho.
Inbound/outbound calls from/to external numbers trigger a CRM contact lookup to add to 3CTEL Contacts, so the contact name is automatically shown on your phone’s display when dealing with a call.
When using the 3CTEL Web Client or Desktop App, the customer record is brought up to you automatically when you receive an inbound call.
Calls are logged as CRM call records.
Chats are logged as CRM task records.
Create a new contact
Automatically when a call is made or received from / to an unknown number.
Click to Call
Launch calls straight from Zoho via 3CTEL, using the 3CTEL Click2Call Browser extensions for Google Chrome and Microsoft Edge.
Work with your teams, wherever they are
- Integrate 3ctel phone capabilities into your favorite business apps like Google, Microsoft, and Salesforce.
- Create integrated apps that work for your business’s unique needs with our open APIs, SDKs, widgets, and more.
Connect From Any Device
Our Applications Let you connect from any device & connects you to the world