...
✅ Automatically creates Phone Call entity on incoming or outgoing calls from contacts Contacts and Leads.
✅ Pre-populates call subject and call comment fields.
✅ Provides links to a Contact and Phone Call entity to open it from the Ringotel app
✅Syncs call recording, call subject, and call comment with the corresponding call activity record in CRM.
| Note |
|---|
Before you start: If you are using Ringotel Shell branded portal (on your own domain), you will need to create your own Zoho CRM integration as the standard integration will result in an Invalid Redirect URL error. |
Get started
Sign in to your Ringotel Shell admin portal and navigate to your Organization -> Integrations tab
...
Once the contacts are loaded, click the Import button to start the import. Depending on the number of contacts in your CRM, it may take some time to finish. You may close the window as the process will be finished in the background.