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: [Department Name], Status of call: [Status of Call], Call duration: [Duration of call], Call start time: [Start time of Call], Call end time: [End time of call], Recording URL: [Recording URL if available], UID: [Unique ID of call], Agent: [MyOperator’s agent name]
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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 does MyOperator handle leads and activities for incoming, outgoing calls in Zoho Recruit / Zoho Bigin / Zoho Desk?
MyOperator automatically adds an activity for every incoming and outgoing call in Zoho CRM. Click2Call allows agents to initiate calls directly from Zoho Bigin by clicking a call button next to the phone number.
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 ...
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, ...
What data is logged in each Call Activity field when Zoho is integrated with MyOperator?
⚡ Quick answer - • Zoho auto-creates (or updates) a Call Activity by matching the caller’s number or UID. • Ten read-only fields are filled from MyOperator’s webhook payload (see JSON sample). • If any mandatory value is blank or the UID duplicates, ...