Jive
The Zoho CRM integration with Jive Voice helps businesses manage all the inbound and outbound phone calls within your CRM account. Simplify all the call-activity management features within Zoho CRM using this integration. You can get call notification screen pop-ups, click-to call dialing, and automatic call logging with Jive integration for Zoho CRM.
Setup integration
To set up the integration,
- Go to Setup > Channels > Telephony.
- Choose Jive from the PhoneBridge Marketplace.
- Click Integrate.
- Click Get it now, in the Jive Communications page.
For configuration steps, click here.
Using Jive integration
Using Jive Voice inside your Zoho CRM, you can do the following:
- Single click dialing - initiate a call to an existing number right inside Zoho CRM in a single click.
- Screen pop-ups - View the business card details of the contact while receiving calls inside Zoho CRM.
- Automatic call logging.
- Perform any follow-up activities, such as tasks and events as required.
Click here for more details.
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