Zoho CRM users can work leads and contacts without leaving Zoho: Avortyx logs every call, keeps records in sync and puts dialing a click away.
Calls, notes, leads and contacts stay current in Zoho as Avortyx handles the phone side.
Agents get click-to-call, power dialing, automatic call logging and automatic lead and contact syncing.
For Zoho users
- Agents with a matching Avortyx account are signed in to Avortyx automatically.
- Avortyx agent details sync to Zoho users when these user fields exist in Zoho:
- AVXPhoneNumber
- AVXAgentId
- AVXAgentEmail
- AVXAgentCallCenterId
- Click-to-call dialing from inside the Zoho CRM interface.
Zoho actions in your call flow
Avortyx can manage Zoho records as a step in any call flow. The available actions:
| Action | What it does |
|---|---|
| Create Module Entry | Adds a new record to any Zoho module |
| Update Module Entry | Changes fields on an existing record |
| Create/Update Module Entry | Updates the record if it exists, and creates it if not |
| Convert Lead | Turns a Zoho lead into a contact, account and deal |
Modules you can write to
Create and update actions work with these Zoho modules:
- Leads
- Contacts
- Calls
- Notes
Notes can be attached to any Zoho record type: Leads, Contacts, Accounts, Deals, Campaigns, Tasks, Cases, Events, Solutions or Products.
