Zoho CRM
How are call activities logged in Zoho CRM during and after calls?
Call activities are automatically logged in Zoho CRM during and after calls. MyOperator adds relevant details such as caller's phone number, call type, call duration, call start time, and call end time to the activity fields, providing comprehensive ...
How to add in-call webhook in the panel?
Please add the following incall webhook in the panel. Login MyOperator→ Manage→ API Integration→ Webhook→ Add new (InCall Webhook) Method: POST URL: https://connect.myoperator.com/api/1.1/wf/phonebridge_incall/ Content-Type: JSON Save it
How to add after-call webhook in the panel?
Please add the following after-call webhook in the panel. Login MyOperator→ Manage→ API Integration→ Webhook→ Add new (AfterCall Webhook) Method: POST URL: https://connect.myoperator.com/api/1.1/wf/phonebridge_aftercall/ Content-Type: JSON Save it
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 integration steps for MyOperator Panel with Zoho Phonebridge?
Before integrating the phone bridge, Go to Zoho CRM → Telphony→ Download MyOperator App and enable it for all users. Integration Steps Go to Zoho Phonebridge Integration ( https://connect.myoperator.com/zoho_phonebridge ) Enter Company ID (You can ...
What are the integration steps for MyOperator Panel with Zoho CRM?
For Incoming Calls - 1. Use this link https://connect.myoperator.com/ - Select Zoho option - Enter Company ID ( You can get the company ID from myoperator→ Manage→ API Integration and on this page, you will find the company ID) - Click on CRM ...
How are lead fields populated for incoming calls in Zoho CRM?
Lead Owner is determined by the last agent who handled the call. If no owner is found with the email ID, the default owner (1st user of Zoho) will be assigned. The caller's phone number is added as the Lead Name and Phone, and the call details are ...
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 are the prerequisites for using the Zoho CRM?
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 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 ...