TrackDrive +

The Zoho CRM integration with Trackdrive provides a better customer experience for managing leads, contacts, phone calls, and more.

By utilizing the integration, zoho users gain access to integrated call logs, notes, lead and contact management all within Zoho CRM.

Zoho users benefit from click-to-call dialling, power dialing, automatic call logging, automatic lead and contact syncing and more.

Zoho User Features

• Automatically login to Trackdrive if a matching agent exists.
• Automatically sync Trackdrive agent data to Zoho users if a corresponding user field in Zoho is defined:
  • TDPhoneNumber
  • TDAgentId
  • TDAgentEmail
  • TDAgentCallCenterId
• Click-to-call Dialling within Zoho CRM interface.

Trackdrive Zoho Commands

Run actions from Trackdrive to create entries, update entries, convert leads, and create/update entries.

• Zoho Actions:
  • Create Module Entry
  • Convert Lead
  • Create/Update Module Entry
  • Update Module Entry
• Actions manage various module types:
  • Leads
  • Contacts
  • Calls
  • Accounts
  • Deals
  • Campaigns
  • Tasks
  • Cases
  • Events
  • Solutions
  • Products