The Zoho CRM integration with TrackDrive provides a better customer experience for managing leads, contacts, phone calls, and more.
By utilizing the integration, Zoho users gain access to integrated call logs, notes, lead and contact management all within Zoho CRM.
Zoho users benefit from click-to-call dialing, power dialing, automatic call logging, automatic lead and contact syncing and more.
Zoho User Features
- Automatically login to TrackDrive if a matching agent exists.
-
Automatically sync TrackDrive agent data to Zoho users if a corresponding user field in Zoho is defined:
- TDPhoneNumber
- TDAgentId
- TDAgentEmail
- TDAgentCallCenterId
- Click-to-call dialing within Zoho CRM interface.
TrackDrive Zoho Commands
Run actions from TrackDrive to manage Zoho module entries directly from your call flow. Available commands include:
| Action | Description |
|---|---|
| Create Module Entry | Create a new record in any Zoho module |
| Update Module Entry | Update an existing record's fields |
| Create/Update Module Entry | Create a record if it doesn't exist, or update it if it does |
| Convert Lead | Convert a Zoho lead into a contact, account, and deal |
Supported Zoho Modules
Create and update actions can target the following Zoho modules:
- Leads
- Contacts
- Calls
- Notes
When creating a Note, you can attach it to any Zoho record type (Leads, Contacts, Accounts, Deals, Campaigns, Tasks, Cases, Events, Solutions, or Products).
