What are the prerequisites for using the Zoho CRM?

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• Can we Integrate MyOperator with Zoho CRM?

  Yes,We can integrate MyOperator with Zoho CRM. -Zoho CRM -Zoho One -Zoho Bigin -Zoho Desk Zoho Sales CRM is the end-to-end customer engagement suite with all the sales, marketing, and support apps your customer-facing teams need to engage across ...

• 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 is the Zoho CRM & what are its benefits?

  It is the end-to-end customer engagement suite with all the sales, marketing, and support apps your customer-facing teams need to engage across every touchpoint. MyOperator PhoneBridge connector empowers users to provide a seamless customer ...

• How to synchronize users between MyOperator and Zoho CRM?

  The email ID of the MyOperator user should be the same as Zoho CRM user. If you have added new users in Zoho CRM, you can resync Users - https://connect.myoperator.com/phonebridge_user. https://connect.myoperator.com/phonebridge_user ...

• 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)