ZOHO CRM Integration

[rrb555]

Hi,

has anyone here had an experienced integrating ZOHO CRM with Vicidial?

Vicibox 4.0.1
VERSION: 2.6-397a
BUILD: 130414-1924
© 2013 ViciDial Group

[williamconley]

We are in the middle of doing this for a client right now. It does not appear to be particularly difficult.

But: You say "integrating" as if that in itself is a single act. Actually, integrating is different for every installation. It's not like connecting an exhaust manifold to an engine which only fits One Way with bolts. Connecting a CRM to a Dialer can involve an infinite number of links, data transfer conduits, triggers, and field maps.

So ... do you mean to push SALE leads from Vicidial to Zoho? Or do you want to call Zoho leads that have 60 days of inactivity but have never said "do not call me" on all the available phone numbers? Are your agents expected to log in to both systems, or Fronters in Vicidial and Closers in both Vicidial and Zoho?

It's all the same with Zoho as any other CRM. Just have to plan it out and then execute one piece at a time.

[rrb555]

I think the client wants a caller identification. so whenever a customer call Zoho CRM will flash all its information. like the video on this page http://www.zoho.com/crm/help/zoho-phonebridge/

I will try ZOHO phone bridge

[dspaan]

Hey William,

I might be interested in Zoho CRM integration as well but i don't really care if it's Zoho or Sugar or any other CRM but we need the following:

-Load new leads in the CRM app
-By loading them in the CRM app and changing status they will be loaded into ViCiDial (optional)
-Every lead has a cost price and a listbroker, when vicidial achieves a completed status like not interested or SALE the lead in the CRM gets update with this status
-We need to be able to analyze the revenue, profit and loss per listbroker with reports and graphs

Does your current integration with Zoho make this possible or do you recommend another CRM?