Mobile telephony integration with Zoho CRM: turn your calls into a sales lever
Un1ty is the communication platform that integrates your business telephony with your CRM.
With the Zoho CRM integration, Un1ty allows you to find all your prospect and customer communications in your CRM so you never miss any information and capitalize on the right sales signals.
Key features of the Zoho CRM integration with your Un1ty mobile telephony
- Seamless integration with your existing communication solution: Integrate your current communication platform into Zoho CRM. Compatible with Microsoft Teams, Cisco, Webex, 3CX, Google Voice, or Asterisk.
- All your prospect and customer conversations centralized: Un1ty is the omnichannel communication platform that centralizes all your customer conversations in your CRM (calls, SMS, WhatsApp, and Messenger).
- AI features powering your sales: AI call summaries and sentiment analysis dashboards directly in your CRM to boost your sales teams' efficiency.
- Native SIM card and international calls at no extra cost: The guarantee of superior call quality for your field teams, with no extra roaming charges in France and abroad.
Benefits of integrating your mobile telephony with Zoho CRM
- Drive your business and improve customer experience: The Un1ty x Zoho CRM integration gives you access to comprehensive data on your customer conversations, along with reporting and sentiment analysis to be more responsive and anticipate risk and opportunity signals in your customer relationships.
- Communicate easily with your customers: From all your channels, with the same call quality and no risk of data loss.
- Boost your teams' efficiency: All your prospect and customer conversations are logged, promoting data transparency across departments. Thanks to AI features, reduce time-consuming tasks and manual data entry for your teams.
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How to install the Zoho CRM integration with Un1ty
Installation is quick and easy. In just 6 steps:
- Log in to your Un1ty account. Don't have an account yet? Go here.
- From your Un1ty account, click on "Plan", then on "All integrations" located at the bottom of the page.
- Select the Zoho CRM integration and click the "Add" button to start the installation.
- You will be redirected to Zoho CRM for authorization. Once authorized, you will be redirected back to Un1ty.
- Your integration is ready! Now you just need to customize the configuration by selecting the phone numbers you want to connect to your Zoho CRM account.
- Finally, click "Save" to activate the integration and start logging your calls and communications in your CRM.
Using multiple Zoho CRM accounts? You can absolutely connect your different accounts for different phone numbers.
More help resources available here.
How the mobile telephony integration with Zoho CRM works
The connection between Un1ty and Zoho CRM is powered by an OAuth 2.0 API. This API is secure, GDPR compliant, and hosted in EU-certified data centers.
To learn more, please refer to our data privacy policy.
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I’ve been a Un1ty customer for a while now (I even knew Mon Mobile Pro!!). It’s a pleasure working with them — I’ve had no communication issues with the technical team, who always respond quickly and efficiently.
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