OpenPhone + Zoho CRM
Log completed calls in OpenPhone as new module entries in Zoho CRM
Streamline your client communication and management with this workflow. Once enabled, it creates a new entry in your Zoho CRM every time a call on OpenPhone completes. This allows you to keep your client records up-to-date without manual data entry. Ideal for individuals seeking a more efficient and accurate way of logging calling activities.
Streamline your client communication and management with this workflow. Once enabled, it creates a new entry in your Zoho CRM every time a call on OpenPhone completes. This allows you to keep your client records up-to-date without manual data entry. Ideal for individuals seeking a more efficient and accurate way of logging calling activities.
- When this happens...Incoming Call Completed
Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.
- automatically do this!Create Module Entry
Creates a new entry in a module
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