Steps to integrate Zoho CRM with Servetel
- Login to your Servetel account.
- Select Integrations under Services.
- Enable the Zoho CRM integration with Servetel by toggling the switch.
- The application will now appear in the Integrated application section, click on Instructions.
- Click Enable button on top-right corner of the page.
- Select the Agent for integration and click Integrate Zoho Phonebridge.
- Login to your Zoho account.
- Allow Servetel to access Zoho account data.
- Once integration is successful you will get the following screen.
- Click on Call button to connect with your customer or leads.
- Add Call notes and set Follow Up Action after Call Disposition.
Updated 3 months ago