What happens during incoming calls & outgoing call in the LeadSquared CRM integration?
Incoming Calls:
- Popup notification will appear on the agent’s screen
- Lead will be created if no lead exists
- Activity will be created under the lead
Outgoing Calls:
- Popup notification will appear on the agent’s screen
- Activity will be created under the lead
Related Articles
Installation Guide | How To Integrate Leadsquared CRM with MyOperator
Objective User can initiate click to call from CRM Popup notification for every incoming/outgoing call will be initiated Lead/activity will be created for every call Prerequisite Enable Webhook inCall and Webhook AfterCall Enable click2call Mobile ...
How to make outgoing calls via MyOperator (Click to call and Dialer app)
MyOperator is giving facility to make outgoing calls via MyOperator. You and your team can initiate calls from the mobile app, web panel, and CRM MyOperator provides a Caller-ID to make outgoing calls, Caller-ID is the number that displays on ...
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, ...
How does the logic for handling incoming/outgoing calls work with FreshSales Integration?
Incoming / Outgoing Calls MyOperator will search for a contact in FreshSales CRM with the customer's phone number. Contact doesn’t exist: MyOperator will add the contact and activity in the CRM Contact Exists: Myoperator will add the activity and tag ...