Integrations
Zoho CRM AWS S3 Cake Google Adwords HasOffers Infusionsoft Linktrust MailChimp Mailgun Salesforce Sendgrid Slack Typeform Voluum Zapier Plivo Telnyx Twilio
Features
Agent Control Center AI SMS Bots API IP Whitelist Bulk Update Call Tracking Custom Webhooks Dynamic IVR Dynamic\ Number Insertion Expressions & Functions Hold Queue & Caller Callback Inbound Call Routing\ and Optimization Leads Associated with Callers Lead To Call Automation Multiple\ Telephone Providers PII Redaction Simultaneously Dial Buyers SIP (Session Initiation Protocol)
Premium Services
TrackDrive +
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 dialling, 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 Dialling within Zoho CRM interface.
Trackdrive Zoho Commands
Run actions from Trackdrive to create entries, update entries, convert leads, and create/update entries.
- Zoho Actions:
- Create Module Entry
- Convert Lead
- Create/Update Module Entry
- Update Module Entry
- Actions manage various module types:
- Leads
- Contacts
- Calls
- Accounts
- Deals
- Campaigns
- Tasks
- Cases
- Events
- Solutions
- Products
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