Integration with a CRM
Integrating your AnswerConnect account with a Customer Relationship Management (CRM) system such as Salesforce or Zoho can boost your efficiency. CRM integration can allow you to capture all your call dataâwho called you, when, and why, for exampleâand store it for further action or reporting later. Rather than requiring you to dedicate staff time to copying the information over, an integration pulls the data in automatically, so you can focus on your leads and customersânot data entry.
To integrate your AnswerConnect and CRM accounts, we just need to know a few things:
- What CRM are you using?
- Are we pushing the data as a lead, contact, case, ticket, or something else?
- What fields do you want us to push to the CRM?
- Who at your company is the point of contact for this?