Zoho Dialer campaigns

Who should read this article: Administrators, Supervisors

Integrate Zoho CRM Leads, Contacts, Deals, and custom entities into your Voiso Dialer campaigns.

Dialer campaigns with Zoho

Prerequisites

• A Voiso user with admin privileges who is enabled to create Dialer Campaign.
• A Zoho account that uses the same email address as the Voiso admin.
• An Active campaign in Zoho with a list of Leads, Contacts, Deals, and custom entities to be called.

Add Zoho contacts to your Voiso campaign

Before proceeding, ensure that you have set up the Dialer integration in the Zoho CRM integration.

1. Login to Voiso with the same email address as you used to create the campaign in Zoho.
2. In the Voiso navigation bar, navigate to Outbound > Dialer campaigns.
3. In the Campaigns view, click Add new campaign and set up the campaign.
4. In the Calling list section, select ZohoCRM from the Method list.
5. From the ZohoCRM Campaign list, select the name of the campaign you want to use. Voiso will use the contacts list you created in Zoho.
6. Click Save. Voiso loads the campaign calling list. Note, it might take several minutes for the calling list to load before you can start the campaign.

Call outcome logging

While your campaign is running, when a call is completed, the following information is logged to Zoho, on the Activities tab:

• Lead who was called
• Date and timestamp
• Call duration
• Call type (Outbound)
• Call disposition
• Name of the agent who handled the call for calls with the answered disposition