Predictive Dialer | Call Center Software » zoho

Setting up Zoho Integration with Voicent Software

info — Fri, 02 May 2014 16:32:17 +0000

I already use Zoho CRM, is there a way for me to integrate that with Voicent’s dialer software?

Voicent features a built-in integration option with Zoho CRM, making extremely easy to make use of your Zoho account along with Voicent software. Here’s how to do it:

Step 1)

The Zoho module is configured in Voicent CRM. Choose from the main menu Setup, Account, CRM Connector. Then fill in your Zoho account info and authorization token (found in your Zoho account).

If you are using older releases, you set it up in Voicent Gateway. Fill in your account information and Zoho authorization token (found in your Zoho account) in the appropriate fields.
Open Voicent Gateway -> Setup -> Setup CRM -> Choose “Enable ZohoCRM connector” -> Fill in CRM login name, password, and token fields

Step 2)

Now login to Voicent Dashboard and open up a web browser to login to your Zoho account online.
Open Voicent Dashboard -> Click Browser -> Go to Zoho CRM login page -> Log into Zoho

That’s it. Your integration with Zoho CRM is complete.

You’re all set and ready to start making calls! Each time you connect a call Voicent will automatically pop-up a window from your Zoho CRM account with the customer’s record. If no record exists one will automatically be created in your Zoho account.

A video walk-through is also available here.

Zoho CRM Outbound/Inbound Dialer integration

info — Mon, 09 Sep 2013 16:55:53 +0000

How can Voicent integrate their software with our Zoho CRM?

Voicent works hard in fulfilling our customers’ needs. We pride ourselves in simplifying your business needs to save you time, energy, and cost.

Voicent just released a new feature where you are able to automatically open the contact page of the person you are communicating with as soon as your call is connected.

New Contact?
The contact information is not in your CRM database yet? No worries! Voicent will create the contact for you. You just simply need to fill out the appropriate information.

That’s not just it. Voicent is also capable of automatically uploading your call information to Zoho CRM.

Call information will include:

Call notes
Call Status
Call Disposition
Opt-Out info
Agent who handled the call
Campaign information

The best thing about this feature is that it is extremely easy to setup. Here are the steps:

Step 1)
You will to need to start by specifying in the Voicent Gateway that you want to connect to Zoho CRM.
Open Voicent Gateway -> Setup -> Setup CRM -> Choose “Enable ZohoCRM connector”

Step 2)
You will then login to Voicent Dashboard to enter the user credentials.
Open Voicent Dashboard -> Setup -> CRM Connector Setup -> Enter in user name and password
Note: For Zoho CRM, you can alternatively login through “Additional Token” instead of entering username and password. Information about retrieving additional token can be found here

Once configured, you will be able to seamlessly use Voicent software harmoniously with Zoho CRM.

CRM API call limit

info — Tue, 13 Aug 2013 20:25:40 +0000

If you are not utilizing Voicent CRM(which you should) and using another CRM instead, such as Salesforce, then there will be limitations to the number of API calls that you can make for a day. That number will depend on which CRM you are using and which edition you are subscribed to.

To find out the API limits you might have, please visit:
Salesforce: http://login.salesforce.com/help/doc/en/integrate_api_rate_limiting.htm
SugarCRM: unlimited
ZohoCRM: https://www.zoho.com/crm/help/api/using-authentication-token.html#API_Limit

For each active call, Voicent will use up to 4 API calls. To count how many times you are able to use our seamless integration with other well-known CRM company is to know the API call limit you have, and divide it by 4.