iConnect is one of the most widely used call center software. It is part many small to big call centers, contact centers and customer support centers. These organizations use iConnect for inbound and outbound calling. Furthermore, these organizations use a CRM (Customer Relationship Management) solution to maintain the data of leads aka customers and prospects. Zoho is one of the most widely adopted CRM systems in the industry. Both, iConnect and Zoho are in itself a vast system with a wider range of features. Generally, agents need to switch back and forth for operational purposes between these two solutions. We, Ominfosystem, offer iConnect and Zoho integration service. It means you can integrate Zoho CRM system and iConnect Call center solution with each other in a way that it can work in a harmony.

Key features of Zoho and iConnect integrated solution

Single Sign On for Operations

Once both systems are integrated, agents can utilize key features of both solutions within a single window. The agent doesn’t need to go back and forth between these two systems.

Update Zoho Records from iConnect Solution during Call

An agent can update the records of Zoho CRM without leaving the iCOnnect window. Simply update the records in the popup window in iCOnnect for the lead, on pushing back the updates; the record will be updated in the Zoho automatically.

Click To Call Functionality in Zoho

As part of our integration service, we enable click2call functionality in Zoho CRM. The agents may now click on the lead and the call will be generated using the integrated iConnectcall center from Zoho itself.

Add New Record in Zoho from iCOnnect Solution

If the received call is a new lead, a blank popup window will be opened in the iConnect screen. Add the collected data and push it to the Zoho to create a new record without leaving the iConnect window.

Fill Disposition from Zoho CRM system

An agent can fill in the disposition once the call is wrapped up from Zoho itself. This disposition will be pushed into the records of iConnect and update the relevant record in both systems.

Automated Check for Duplicate Records

The integrated Zoho and iCOnnect solution will perform an automated check at time of new record insertion which will be done at campaign level to ensure each added record is unique. Also, it makes sure that it doesn’t restrict a same lead to be added in different campaigns.