Zoho Integration with Ultatel Cloud Phone System
Elevate how your team communicates with customers by integrating Ultatel’s powerful cloud phone system with the Zoho CRM. Initiate calls, log conversations automatically, and access customer insights—all without leaving Zoho. Say goodbye to manual tasks and hello to smarter, faster interactions.
How Ultatel’s Zoho integration works
After installation, the Ultatel integration will appear in your Zoho account. You will then be able to call customers and leads straight from Zoho. Calls can be made by clicking on an account or contact record, or by using the dial pad.
Key Features of the
Ultatel-Zoho Integration
With the Ultatel-Zoho integration, a seamless connection is created between Ultatel’s cloud phone system and the Zoho CRM. Read through the key features.
Click-to-Call
Empower your team to start calls instantly with a single click—directly from within any contact or lead record in Zoho CRM. No dialing, no switching apps. Just faster conversations and more time spent selling.Â
Automatic Call Logging
Every inbound and outbound call made through Ultatel is automatically captured in Zoho CRM. Maintain complete call records—ensuring every interaction is tracked for better reporting and follow-up.Â
Access CRM Data During Calls
Equip your team with real-time insights. Place your call and view the contact’s full interaction history, notes, and related deals—right from Zoho. This leads to more personalized, impactful conversations.
Call Recording & Contact Linking
Calls are recorded and instantly attached to the right contact or lead inside Zoho CRM. Perfect for quality assurance, training, and compliance—plus you’ll always have a reference point when needed.Â
Real-Time Analytics & Reporting
Get visibility into your team’s call activity with intuitive dashboards and metrics like call volume, duration, and outcomes. Use insights to coach reps, identify opportunities, and optimize your outreach strategy.
Benefits of Integrating Ultatel with Zoho
Simplify Workflows
Automated logging, data syncing, and click-to-call functionality reduce manual tasks and streamline your daily operations.
Unified Communications
Create a single source of truth for every customer interaction. Your team works better together when voice and CRM are fully connected.
FAQ
Commonly asked questions about the Ultatel-Zoho integration.
Ultatel integrates with major CRM platforms including HubSpot, Salesforce, Zoho, Microsoft Dynamics 365, and more.
No additional software is needed. The integration is built-in and can be activated within your Ultatel and Zoho accounts.
No. There’s no additional charge for using the Zoho integration – it’s included with compatible Ultatel plans. Just ensure your Zoho CRM plan support integrations.
Integrating Ultatel’s cloud phone system with the Zoho CRM creates a single communications ecosystem that helps boost sales and staff efficiency.
Integrating Ultatel with Zoho is simple.
- Access Integration Settings: Log in to your Ultatel account and navigate to the integrations section
- Authorize Zoho Access: Click on the Zoho integration option and authorize Ultatel to connect with Zoho using your Zoho credentials.
- Configure Integration Preferences: Set your preferences for call logging, recording, and notifications within the integration settings.
- Install Browser Extension: If using click-to-call, install the Ultatel browser extension compatible with your web browser.
- Start Using the Integration: Begin making and receiving calls from within Zoho.
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Absolutely. The integration works seamlessly across desktop and mobile, so your team stays connected on the go.
Our support team is here to help. Visit ultatel.com/support or contact us directly for setup assistance and troubleshooting.
