Zoho-OpenPhone Integration
Budget: $750 – $1,500 USD
Project Summary
I am seeking an expert in Zoho CRM and OpenPhone to enable seamless synchronization of contacts and leads between the two platforms, as well as the automatic logging of all OpenPhone activities in Zoho CRM.
Key Aspects to the Project
1. Logging OpenPhone Activity: All OpenPhone activities, including call recordings and text messages, should be automatically recorded and linked to the corresponding contact or lead within Zoho CRM.
2. Zoho CRM & OpenPhone Synchronization: OpenPhone should display detailed contact information from Zoho CRM.
Deliverables
1. A system that automatically logs all OpenPhone activities to the appropriate contact or lead in Zoho CRM.
2. An integration that ensures caller ID in OpenPhone always displays the Zoho CRM contact or lead’s name.
3. Configuration in Zoho CRM to display OpenPhone call/text activity details, resembling the example given from Salesforce Integration.
4. Synchronization that allows Zoho CRM contact or lead details to be viewed in OpenPhone without manual input in OpenPhone.
I am seeking an expert in Zoho CRM and OpenPhone to enable seamless synchronization of contacts and leads between the two platforms, as well as the automatic logging of all OpenPhone activities in Zoho CRM.
Key Aspects to the Project
1. Logging OpenPhone Activity: All OpenPhone activities, including call recordings and text messages, should be automatically recorded and linked to the corresponding contact or lead within Zoho CRM.
2. Zoho CRM & OpenPhone Synchronization: OpenPhone should display detailed contact information from Zoho CRM.
Deliverables
1. A system that automatically logs all OpenPhone activities to the appropriate contact or lead in Zoho CRM.
2. An integration that ensures caller ID in OpenPhone always displays the Zoho CRM contact or lead’s name.
3. Configuration in Zoho CRM to display OpenPhone call/text activity details, resembling the example given from Salesforce Integration.
4. Synchronization that allows Zoho CRM contact or lead details to be viewed in OpenPhone without manual input in OpenPhone.