In today's fast-paced business environment, companies are constantly seeking new and innovative ways to increase efficiency, automate processes and save time. One such company was a real estate agency that wanted to integrate their VOIP service, Dialpad, with their Zoho CRM to improve the marketing experience for their real estate agents and increase their performance efficiency. 

They hired a team of Zoho developers from Infomaze to create a seamless integration between the two systems, which resulted in increased productivity, time-saving, and improved customer experience.

The client, a real estate agency, had a goal to improve the marketing experience for their real estate agents and increase their performance efficiency. They wanted to automate their business processes by linking their Zoho CRM with their VOIP service, Dialpad, and create a custom workflow. The main objective was to provide their agents with a rich marketing experience and streamline the communication process between the two platforms.

The client had specific requirements for their integration, including a seamless data exchange between Zoho and Dialpad. They wanted to collect contact information from Dialpad while placing calls from Zoho CRM, autosave SMS/text messages from Dialpad with the appropriate contacts on Zoho CRM, preserve call logs with the pertinent contact information, and introduce an auto-attendant feature to route calls if the end-user was unavailable.

To achieve these requirements, the team of Zoho developers used Dialpad API, Zoho Webhooks, and Zoho workflows. They created a webhook to establish an uninterrupted data exchange between the two platforms and specified functions to set appropriate Zoho workflows with custom workflow rules to automate the process. They introduced several features requested by the client, including an option to call from within Zoho CRM, automatic SMS/text message saving in Zoho CRM, and call rerouting if the end-user was unavailable.

Dialpad API is a powerful tool that allows developers to create custom integrations with other platforms, including Zoho CRM. The API allowed the developers to collect contact information from Dialpad while placing calls from Zoho CRM and preserve call logs with the pertinent contact information.

Zoho Webhooks is another useful tool that allowed the developers to establish an uninterrupted data exchange between Zoho and Dialpad. It enabled the developers to automate the data exchange process between the two platforms and introduced an auto-attendant feature to route calls if the end-user was unavailable.

Zoho workflows allowed the developers to set appropriate Zoho workflows with custom workflow rules to automate the process. They created an option to call from within Zoho CRM, autosave SMS/text messages in Zoho CRM with the appropriate contact, and maintain a history of calls made with time, call log and salesperson involved.

The team of Zoho developers created a seamless integration between Dialpad and Zoho CRM by creating an API key on Dialpad. They used Dialpad API, Zoho Webhooks, and Zoho workflows to create a successful integration that allowed the client's real estate agents to call from within Zoho CRM and access previous interactions with customers/leads from one place.

The integration introduced an auto-attendant feature to route calls if the end-user was unavailable, saving the client ample time. It also saved all SMS/text interactions that happened on Dialpad in Zoho CRM, making it easy for agents to access previous conversations with customers/leads. The system saved the agent's name with contacts on Zoho CRM, making it easy to track and identify salespersons who corresponded with end-users.

Providing the client with a seamless and automated experience. The Zoho-VOIP integration enabled real estate agents to have a richer marketing experience and improve their performance efficiency. By integrating Dialpad with Zoho CRM, the client was able to automate their business processes, making it easier for agents to manage their customers and leads.

The integration provided the client with a seamless data exchange between Dialpad and Zoho CRM. The integration allowed the client to collect contact information from Dialpad while placing calls from Zoho CRM. Additionally, the integration automatically saved SMS/text messages from Dialpad with the appropriate contacts in Zoho CRM. The integration also preserved the date, time, and the sales agent involved in the call log with the pertinent contact.

The integration further provided an auto-attendant feature to route calls if the engaged end-user could not answer the call. The technology used for this seamless Dialpad-Zoho integration included the Dialpad API, Zoho Webhooks, and Zoho workflows.

The Zoho developers hired by the client for the job integrated Zoho CRM with Dialpad by creating an API key on Dialpad. They created a webhook to establish an uninterrupted data exchange through the Dialpad-Zoho integration and specified functions to set appropriate Zoho workflows with custom workflow rules to automate the process.

The integration provided an option to call from within Zoho CRM. The integration also autosaved SMS/text messages in Zoho CRM with the appropriate contact. Additionally, the integration maintained a history of calls made with time, call log, and salesperson involved. The integration provided automatic call rerouting to the next caller if the person to whom the real estate agent placed the call was busy or went directly to voicemail.

With the expertise and experience of the team of Zoho developers, the Zoho-VOIP integration happened in almost no time. The implementation was done in a competitively less turnaround time, ensuring that the client's end-users had no complaints.

Real estate agents did not have to navigate between multiple tabs, as the integration allowed them to access previous interactions with their customers/leads from one place. All SMS/text interactions that happened on Dialpad were saved in the Zoho CRM itself, and the integration saved the real estate agent's name with the contacts on the Zoho CRM. The system eliminated the need for repeated data entries to keep records straight and updated on all platforms, and agents no longer had to search for which salesperson had corresponded with the end-user.

Real estate agents were impressed and never had to repeat previous conversations. They could speak with the same agent every time and continue the conversation from where they had left off. The client saved ample time via the automatic call rerouting, as they did not have to manually enter a number every time they placed a call. The integration increased performance efficiency, ROI, and profit margin.

Overall, the client was highly satisfied with the results of the Dialpad-Zoho integration. The client has been positively looking forward to growing their business even further and wants to come back to scale up their functionalities to suit their business growth. The integration provided the client with a seamless and automated experience that has significantly influenced their productivity and the amount of time saved juggling between platforms.

The Dialpad-Zoho integration case study exemplifies how a simple automation solution can streamline complex business processes and create immense value for an organization. With the integration of Zoho CRM and Dialpad, the real estate agency was able to leverage the best of both worlds and simplify their operations, ultimately improving performance and increasing profits.

This case study is a perfect example of how custom integration services can bridge the gap between disparate systems, enabling data exchange, and automating manual processes. The Zoho developers hired by the client succeeded in creating a seamless data exchange between Zoho and Dialpad, allowing for the automatic saving of SMS messages and call logs, as well as automatic call rerouting, all while reducing the time and effort required by real estate agents to interact with customers.

By eliminating the need to switch between multiple platforms, the integration enhanced the agents' productivity and increased customer satisfaction by allowing them to pick up where they left off in their conversations. The integration also ensured that all interactions with customers were recorded and stored in a single place, reducing the risk of lost or duplicated data.

Overall, the successful integration of Zoho and Dialpad has proven to be a significant advantage for the client, with a clear increase in ROI and profit margins. The agency has even expressed interest in scaling up their functionality in the future to keep pace with their growing business, and the Zoho developers that helped them achieve this success are ready to assist with any future needs.

The case study showcases the potential benefits of custom integration services and how they can help businesses streamline their operations, cut costs, and improve customer satisfaction. By working with experienced developers who understand your unique business needs and have the technical expertise to make it happen, businesses can unlock the full potential of their existing systems and drive growth and success.

If you are looking to streamline your business operations and improve your ROI, consider integrating your systems with the help of expert developers. With custom integration services, you can save time, increase productivity, and achieve your business goals.