Go Integrator
Go Integrator is a desktop client application, which links your BroadWorks hosted telephony system to Zoho CRM. This integration provides unified communications features such as, complete call control, call history, call settings and Outlook integration.
Setup integration
To setup the integration,
- Go to Setup > Channels > Telephony.
- Choose Go Integrator from the PhoneBridge Marketplace.
- Click Integrate.
- Click Get it now.
For more details, click here.
Using Go Integrator integration
Once you integrate Go Integrator with Zoho CRM, you can do the following.
- You can see a business card view of the contact in Zoho CRM, whenever you receive an incoming call or initiate an outgoing call to a CRM contact via Go Integrator.
- All calls made or received via Go Integrator will be automatically logged in Zoho CRM and you can view the call logs.
- You can add follow-up activities at the end of every call.
Click here for more details.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Enabling Zoho Telephony
Before you start using Telephony, it has to be enabled from your Zoho CRM account. To enable Telephony Go to Setup > Channels > Telephony. Click Enable Telephony. Note Integrating Telephony with Zoho CRM will be enabled only when it is installed from ...How do I export my leads from CRM to an XLS file?
You can export the leads in your account to an XLS file using reports. To export leads: Go to the Reports module and click Create Report. Select the Leads module and choose a report type, e.g. Tabular. Select the fields you want to add to your ...Working with My Jobs module in iPhone
The My Jobs module displays all the records that you own which are a part of your organization's Blueprint process or the records that are awaiting your approval and records owned by other users. Executing Blueprint from My Jobs module The Blueprint ...How can I display a pipeline to show in which stage my leads are?
You can use the Lead Status field to filter the pipeline status of your leads. You can also add custom values for the Lead Status field. Follow these steps to add custom values: Go to Setup > Customization > Modules and Fields Click on the Leads ...How do I export leads from a list view?
You can export leads to a custom view using reports. To export leads: 1. Go to the Reports module and click Create Report. 2. Select the Leads module and choose a report type, e.g. Tabular. 3. Select the fields you want to add to your report. ...