OpenPhone + Zoho CRM
Create new entries in Zoho CRM for completed calls in OpenPhone
Easily keep track of important phone call interactions in your CRM with this seamless workflow. When a call completes in OpenPhone, it triggers an immediate update in your Zoho CRM, generating a new module entry. This ensures all your vital communications are logged efficiently in one place, improving your client contact management and providing a convenient solution to manual updating.
Easily keep track of important phone call interactions in your CRM with this seamless workflow. When a call completes in OpenPhone, it triggers an immediate update in your Zoho CRM, generating a new module entry. This ensures all your vital communications are logged efficiently in one place, improving your client contact management and providing a convenient solution to manual updating.
- 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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