Versature offers an integration with the Zoho CRM Platform. Along with instantaneous click-to-dial, the Versature integration provides a click-to-answer pop-up with useful contact information and documentation options.
2. Click Get Started.
3. Enter your Zoho credentials if you are not already logged into the platform. Click Accept to allow call log data and caller/callee information.
4. Sign in using your net2phone Canada credentials.
The Zoho integration has two primary functions, click-to-dial and an informative caller-ID pop-up for incoming calls.
Simply click the green phone icon to instantly dial-out any number.
When you receive an incoming call, you will see a pop-up with the contact information. From this up pop-up, you can see the:
After a call is complete, you can quickly add follow-up events/calls/tasks right from the integrated pop-up.
Within Zoho CRM, you can see your call history under the Reports tab. Please refresh your window in order to get the most updated report.
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