3ctel for ZOHO
By 3CTEL
Empower your 3ctel with Zoho and create a more collaborative CRM experience.
Key features
- 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.
Benefits
Multi-channel communication:
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.
Requirements
- 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.
Technical Details
Feature | Description |
Contact Synchronization | 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. |
Call Pop-ups | When using the 3CTEL Web Client or Desktop App, the customer record is brought up to you automatically when you receive an inbound call. |
Call Journals | Calls are logged as CRM call records. |
Chat Journals | 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. |
INTEGRATIONS
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.
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