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Integrate Predictive Dialer with Zoho CRM
I am trying to setup using Agent Dialer to my salespesons. The idea:
- Export a list of leads from crm.zoho.com in CSV format
- Use the dialer automatically (import the list and start dialing)
- After each call, use the “-statusurl” option to update the right lead in Zoho CRM with the statusWhen trying to import the csv to the dialer, I get into troubles:
- I need aditional columns. While the “aoc” file I am using has the column, when importing (using “-import” option), the column does not exist.
- When importing, the first thing that happens is a “save as” pop up window. This makes problem since it does not actually starts the dialing.I would appreciate any help.
To use additional columns, you can first create an empty .aoc file with these columns. When you import, use this file as a starting template. If import operation is successful, the file will be automatically saved.
Please follow the below link to read an article for a more detailed explanation of Zoho CRM with Voicent Software.
Zoho CRM Integration
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