net2phone + Zoho CRM
Update module entries in Zoho CRM when new calls are answered in net2phone
Streamline your customer relationship management with this handy workflow. Whenever a call on net2phone is answered, you'll see an immediate update or creation of a module entry in Zoho CRM. This allows for swift response and documentation, making managing your business communications a breeze. Perfect for those looking for efficiency, improved productivity, and real-time updating.
Streamline your customer relationship management with this handy workflow. Whenever a call on net2phone is answered, you'll see an immediate update or creation of a module entry in Zoho CRM. This allows for swift response and documentation, making managing your business communications a breeze. Perfect for those looking for efficiency, improved productivity, and real-time updating.
- When this happens...Call Answered
Triggers when a call was answered. (Gen P, Gen V, Gen X, Gen U)
- automatically do this!Create/Update Module Entry
Create or update module entries
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Call Missed
Triggers when a call is missed. (Gen V, Gen X, Gen U)
Try ItCall Ringing
Triggers when the subscribed user extension is ringing. (Gen P, Gen V, Gen X, Gen U)
Try ItCall Completed
Triggers when a call is completed. (Gen P, Gen V, Gen X, Gen U)
Try ItSMS Notification (Gen X and U Only)
Triggers when the user receives an incoming text message. Note: it won't work for internal (Gen X or U user → Gen X or U user) messages.
Try It
Call Recorded (Gen X and U Only)
Triggers when the call is recorded. (Gen X and U Only)
Try ItCall Busy
Triggers when there is a busy line. (Gen V, Gen X, Gen U)
Try ItCall Answered
Triggers when a call was answered. (Gen P, Gen V, Gen X, Gen U)
Try ItCreate Huddle Meeting
Creates a huddle meeting. (Gen P, Gen V, Gen X, Gen U) You need to add one more action in order to receive the huddle meeting information. Ex. an email with the information or a SMS.
