How does MyOperator handle leads and activities for incoming, outgoing calls in Zoho Recruit / Zoho Bigin / Zoho Desk?

• Related Articles

• How does MyOperator handle leads and activities for incoming, outgoing calls and Click2Call in Zoho CRM?

  For incoming calls, MyOperator searches for leads in Zoho CRM using the customer's phone number. If the lead doesn't exist, it adds the lead and activity in CRM. If the lead exists, it adds the activity and tags the existing lead. For outgoing calls, ...

• How does MyOperator log—and sometimes fail to log—calls in Zoho Recruit, Zoho Bigin, and Zoho Desk? 

  ⚡ Quick answer - • Every inbound, outbound, or missed call is pushed to Zoho as a Call Activity. • If the number matches an existing record, the activity is appended; if no match exists, MyOperator auto-creates the record, assigns an owner, and then ...

• How do I integrate MyOperator with Zoho Recruit, Zoho Desk and Zoho Bigin for click-to-call and automatic call logging?

  ⚡Quick answer - Match each agent’s email address exactly on both platforms, install the MyOperator PhoneBridge extension in Zoho CRM, enter your MyOperator API credentials, then run User Sync by checking this link ...

• What are the prerequisites for integrating MyOperator with Zoho Recruit / Zoho Bigin / Zoho Desk?

  Enable Webhook inCall and Webhook AfterCall Enable click2call Email ID of the user on Zoho should be the same as the email ID of the user on MyOperator Telephony → install the MyOperator app, used for phone bridge (outgoing calls)

• What are the key fields included in the activity for incoming and outgoing calls in Zoho Recruit / Zoho Bigin / Zoho Desk?

  Call From: 10-digit Caller’s number Related to: Existing lead Call Type: Inbound/Outbound Call start time: Start time of call Call duration: Duration of call Subject: [Outbound/Inbound] Call from [Caller’s number] Description: Department Name: ...