Zoom Call-Tracking CRM Integration
Budget: $30 – $250 USD
I need an expert that can quickly build a CRM to manage my agents that make outbound and inbound calls
I want to configure my CRM so every inbound and outbound phone call is automatically logged, linked to the right contact, and tagged with essential details (duration, source, agent notes). The session should cover:
• Connecting the phone system or tracking provider to the CRM via native app, API key, or webhook
• Mapping call data fields so that records populate correctly in real time
• Testing both inbound and outbound scenarios to confirm calls appear, recordings attach, and analytics populate
• Showing me how to create simple reports or dashboards so I can monitor call volume, outcomes, and conversion rates on my own afterward
https://marketplace.zoom.us/docs/api-reference/zoom-api/phone/?_ics=1774118779089&irclickid=~af~aelja37067~80Z0QYOFGEJBsuzvqpi~agh9~81RQNKIzpjgd6
Do not bid if you do not know how to do it
I want to configure my CRM so every inbound and outbound phone call is automatically logged, linked to the right contact, and tagged with essential details (duration, source, agent notes). The session should cover:
• Connecting the phone system or tracking provider to the CRM via native app, API key, or webhook
• Mapping call data fields so that records populate correctly in real time
• Testing both inbound and outbound scenarios to confirm calls appear, recordings attach, and analytics populate
• Showing me how to create simple reports or dashboards so I can monitor call volume, outcomes, and conversion rates on my own afterward
https://marketplace.zoom.us/docs/api-reference/zoom-api/phone/?_ics=1774118779089&irclickid=~af~aelja37067~80Z0QYOFGEJBsuzvqpi~agh9~81RQNKIzpjgd6
Do not bid if you do not know how to do it
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