ZohoCRM

Cloud based phone system integration for ZohoCRM

CONTACTS   CRM   CALL LOGGING

Overview

Spoke Phone’s ZohoCRM integration enables your team to streamline their call workflows, increase productivity, and track your customers through the whole customer journey from marketing, to sales, lead to customer.

Know before you answer

See real-time customer information from ZohoCRM as people call

When a call comes in, Spoke Phone dips into your ZohoCRM data to display the latest up-to-date and relevant contact and lead information, so you are armed before you answer the call.

Better employee experiences

Search and call ZohoCRM contacts from within the company phone system

Your up-to-date ZohoCRM contacts are always available in Spoke Phone so no matter where your employees are, or what ZohoCRM access they have (or don’t have), they can easily search, find and call ZohoCRM leads and contacts from within Spoke Phone.

Better customer outcomes

Automated call logging to ZohoCRM gives 360 degree customer conversation visibility

Keep everyone up to date with customer conversations occurring across the team. 100% of customer calls on traditional desk phones in the office, mobile phones out in the field, and 3rd party softphones on a computer, are now automatically logged against the lead or contact record in ZohoCRM so everyone is kept up to date.

Increased productivity, happier employees

AI voice-to-text transcription saves hours by automatically writing up call notes

No one likes writing up call notes in the CRM. On average, 80% of call notes are never recorded, and those that are, are usually done late at night when key information is already forgotten. With Spoke Phone’s AI voice-to-text and ZohoCRM integration, employees simply keep talking once their call ends to dictate thoughts and follow up notes. Spoke Phone transcribes their dictation into text and adds it to ZohoCRM.

Get the full picture of who is doing what

Use ZohoCRM call reporting to see who is making calls, for how long, and who is not

Calls made on the Spoke Phone app, your desk phone and computer softphone, automatically populate ZohoCRM’s native call reports and charts. 

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