FAQs of the Integration of ZOHO CRM and Woztell:
- Does WOZTELL work with all versions of ZOHO CRM?
WOZTELL requires the versions of ZOHO that allow the creation of custom modules, use of code, workflows, etc. At the time of writing these FAQs, these characteristics belong to the ZOHO CRM Enterprise Plan. You can contact us at presales@woztell.com to ensure that your version allows it or to discover alternate possibilities.
- Does WOZTELL work with ZOHO ONE or CRM PLUS?
Yes, at the time of writing these FAQs, WOZTELL works with ZOHO CRM Enterprise that is included in ZOHO ONE and CRM PLUS. You can find the latest updated information at http://zoho.com/
- Why do I need ZOHO CLIQ in addition to ZOHO CRM?
At WOZTELL we handle instant messaging with your customers in an easy manner for you. In each integration with an ERP, we try to use the tool that is easiest to handle. In the case of ZOHO customers, ZOHO CLIQ is the perfect solution to manage your messages.
- Do I have to contract ZOHO CLIQ too?
The paid version of CLIQ, also included in ZOHO ONE, ZOHO WORKPLACE, etc., has the necessary features for you to have a great user experience.
- Does WOZTELL have a TRIAL version?
Yes. The WOZTELL team has prepared a DEMO for your ZOHO CRM. You can download it here following the step by step guide.
- Does WOZTELL match incoming messages with my leads/contacts?
There are several scenarios that we can consider:
1) When you create a customer in your CRM, and you insert the number in the mobile number field, the Channel of communication will be created by WOZTELL automatically. After this, if you get a new message from your customer, it will appear in the right Channel. You won't have to do anything else. It works perfectly!
2) Another scenario is when your customers' mobile number is not stored in your CRM, or you have a landline but not a mobile number. In this case, if you get a message from your customer, it will appear on a Channel with the name "Unknown". To identify this conversation, you will have to go to your CRM and update the record with the mobile number. After doing this, the Channel will be updated automatically with the name of your customer. It works perfectly too!
3) There is a third scenario where the lead has a mobile number, but the Channel doesn't exist. There are various reasons this may happen, such as someone deleted the conversation Channel. This situation is not common, but if it happens, you must access the record in CRM, and click the button "Go To Channel"; after this, the conversation will sync.