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Zoho CRM Integration with CallHippo: Everything You Need to Know

Simplify your phone communication with a cost-effective, secure and reliable virtual phone solution

CallHippo Blog image
Paras Kela

Senior Writer:

green tickDate: June 11, 2024

Are you a Zoho CRM user? I’ve got some great news for you! 

Before I tell you what it is, let me ask you a simple question. 

How often do you hear your call agents complain about lost deals? Have you tried to find the main reason behind it? 

Research shows that on average, a company loses about 25% of its customers due to poor customer service. 

This is because customers today expect a seamless experience across multiple touchpoints. Companies are required to create an omnichannel presence across platforms like social media channels, voice calls, instant messaging, and emails. 

To make your life easier, Zoho CRM now integrates with a leading telephony system — CallHippo. That’s right. 

A study reveals that VoIP integration with CRM helps sales/service agents handle more leads and customer queries in the pipeline. It gives them quick access to detailed information, enabling them to respond to their potential clients or customers promptly. 

In this article, we will discuss how CallHippo’s telephony system integration with Zoho CRM is going to benefit your business. And, we will also talk about how you can make the most out of it. 

Let’s dive in.

What Is a VoIP Phone System?

VoIP (Voice over Internet Protocol) phone system refers to technology aimed at improving the productivity of your sales and service agent. 

It connects your phone system with the internet-using device to make phone calls via a standard internet connection such as desktop computers, laptops, smartphones, tablets, or even landline telephones. 

These VoIP phone numbers function just like any other phone number to make calls.

The Integration of VoIP System With CRM

VoIP integration with third-party applications removes manual redundant tasks. For instance, you can make or receive calls directly from your CRM. All you need is an internet connection. 

This eliminates the need to switch between systems every time you need to make calls. This not only saves time but increases overall productivity too. Otherwise, switching between the software and the phone system can disrupt the workflow. 

This is where VoIP CRM integration comes in handy. 

The link between CallHippo (VoIP System) and CRM (Zoho)

CRM, or customer relationship management, involves the consolidation of various aspects of business into a single platform. It is designed to help companies build long-lasting relationships with potential and existing customers. 

It helps with the capturing and nurturing of leads. So once a lead enters your sales funnel, the next step is to involve your sales team to reach out to them personally. 

Instead of having to switch to a completely different phone system, it will be convenient for your sales agents to make calls directly from the CRM. Besides, if they could view all the contact information of the leads in the CRM while conversing can provide them an added advantage. 

Next time, they do a follow-up call, they would know where to pick up from after the last conversation. 

In essence, the integration of VoIP system and CRM functions in the following ways-

  • Incorporate and merge information from other systems into a single screen
  • Address leads and customers problems promptly and enhance customer satisfaction 
  • Provide crucial caller information such as their purchase history or behavior while conversing

Advantages of CallHippo and Zoho CRM Integration

Syncing CallHippo’s VoIP phone system with Zoho CRM allows you to make the entire sales and support process streamlined. 

Managing leads and handling customer queries becomes easy when you have the required data right in front of your screen. 

Here’s a detailed analysis of the benefits of CRM and CallHippo integration.

1. Helps With Effective Data Collection

While talking to a prospect, your agent needs to have detailed information about them including their interests, preference, browsing history, and more. Similarly, your support agent needs to know complete detail about the customer’s case history while dealing with them. 

The integration of CallHippo will bring every bit of data from the first call to the last one into a single platform. 

All calls will be recorded and synced with your CRM, making all information available in an organized manner. 

To understand the workflow, here’s how it works.

The Workflow for Data Synchronization: CallHippo & Zoho CRM Integration

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Thus, the job of agents becomes convenient.

2. Make Calls Directly from Zoho CRM

zoho crm integration

With CallHippo phone system integration, a click-to-call icon is placed right next to each contact in your CRM. Users can click on that icon within the Zoho CRM and reach out to prospects faster. It makes it easy to start the conversation right away. 

In fact, its power dialer functionality allows your salespeople to call a long list of customers or prospects in a jiffy.

It eliminates unnecessary manual steps from the process and lets you call directly from the CRM. 

A lot of productive time is lost between looking up contact details and making calls. By saving this time, agents can spend more time on nurturing leads and thereby increase revenue by 41% per salesperson

Nurtured leads tend to spend 47% more on order value than non-nurtured leads. 

Moreover, you can track any assignment changes made via CallHippo directly in the Zoho CRM. In fact, its call-back request also ensures that a missed call never means a lost lead.

3. Tracks All Your Call Activities on Zoho CRM

With CallHippo’s integration, you can view and access all important call analytics

In other words, you can keep a tab on all your call activities directly from Zoho CRM. You can keep an eye on all call logs — incoming as well as outgoing calls, average call time, missed calls, and others. 

Keeping track of your call metrics will help you evaluate your agent’s performance by comparing it to the number of deals won and lost. Besides, it gives a clear picture of how your team is performing and contributes to a more productive workflow. 

Thus, you don’t need to swap between different systems anymore. 

You would be happy to know that a VoIP CRM integration can help retain up to 89% of your customers.

4. Reduces Operating Cost

The best part about using Zoho CRM is that it offers seamless integration with a number of popular third-party applications. 

Integration is essential as it helps with expanding a system’s functionalities without having to change your system altogether. 

CalHippo’s VoIP integration with Zoho CRM aims to increase the productivity of your team and help enhance operational efficiency while dealing with customers. 

Your sales and support team can better view the activities and manage their tasks. 

This will also result in reduced operating costs as you won’t have to invest in another VoIP software.

5. Manages Post-Call Analysis

Another benefit of CallHippo’s VoIP integration with Zoho CRM is that it streamlines all the post-call formalities for agents. 

After a call is over, they don’t need to feed data manually into the CRM. 

Instead, all the details related to the call are automatically recorded, and they can be accessed at any time when required. 

For follow-up calls, the system can automatically send out alerts in the form of messages or emails – ensuring no lead is lost. 

Furthermore, you can record calls to analyze the productivity of employees. As a sales or support manager, you can review calls and train your staff. 

Besides, these call recordings can also help excerpts that work well for your business. 

It saves you from the hassles of searching for specific recordings and get access to all features of the VoIP system on your CRM directly.

6. Enhances Customer Relationships

Providing a smooth engagement between your company and customers can help build long-lasting relationships. This, in turn, help gain loyal customers. 

Through CallHippo’s integration, your Zoho CRM will instantly display the customer’s contact details and history when the call is initiated. 

This helps provide a personalized touch, making your customers feel valued. 

In other words, CRM integrations provide a better experience to your customers and help your employees manage your business better.

What Can You Do with Zoho CRM — CallHippo Integration?

CallHippo offers a leading business phone system that enables small businesses and large enterprises to build a global presence with local numbers. You can buy instant local support numbers from more than 50 countries.

It allows you to reach customers in any part of the world with a virtual phone belonging to their country, giving them a personalized experience.

With CallHippo integration, Zoho users can make direct calls from the business solution of their choice. 

In fact, you will also be able to set CallHippo as your default calling app.

Dials Calls From Your Zoho CRM in a Single Click

Avoid the hassle of switching from one screen or system to another and make calls straight from Zoho CRM. You simply need to click on the call icon next to the contact name to start the call. 

You can now save time in handling each call, which means more call times and enhanced productivity.

Stay Alert With Call Reminders

Stay Alert With Call Reminders

With so many leads on your pipeline, a salesperson might forget to follow up. This often results in lost leads which might even have a good conversion chance. 

With this integration, Zoho CRM will set reminders for upcoming calls and even send out notifications for missed ones. 

It ensures that no lead is lost and you can close more deals.

Save Time With Automatic Call Logging

Automatic Call Logging

The integration will ensure that all the call activities get logged automatically inside Zoho CRM. 

You need not have to manually enter data in two places, rather have it all tracked on a single platform, i.e., Zoho CRM. You can use the call pop-up window to add notes, assign the contact to a new agent, or create follow-up tasks. 

Moreover, you can fetch details about your calls at any time you want from your Zoho CRM Reports.

Get Call Analytics

Call Analytics

You can easily monitor the effectiveness of your sales and support team. Get access to built-in charts and reports and visualize your call reports. Track missed calls, average call time, number of calls per teammate, and more. 

You can use these call analytics to motivate and improve your team’s performance and figure out a way to provide a better customer experience.

Screen Pop-ups for Incoming calls

Pop-ups for Incoming calls

Every time a caller calls, you will receive a screen pop-up to let you know who is calling. Besides, it will display the contact’s history and detailed information so that you can be prepared to take the call and make the conversation effective. 

You can even add notes or follow-up tasks instantly from these pop-ups.

Play Music on Hold

on hold music

The integration is all about providing a seamless customer experience. CalHippo offers a variety of on-hold music to keep your caller’s attention capture even when they are on waiting. The best part is that you can even upload your own music tracks to play.

Time Zone-based Calling

Time Zone-based Calling

Another important feature of CallHippo is Global Connect that automatically lets you know what time it is in different parts of the world. It becomes easy to connect with your international clients in the hours that are convenient to them.

Easy Team Collaboration

Easy Team Collaboration

It will keep everyone on your sales team informed on what’s happening in your CRM account itself. You can easily share call records with your team members and also receive instant deal updates, incoming and outgoing calls, and get reminders for all call activities in your CRM calendar.

Wrap Up

If you are wondering, setting up of CallHippo for Zoho CRM is very simple. 

All you need to do is enter your CallHippo’s credentials in Zoho CRM and you are good to go. It doesn’t trouble you with any tedious configurations or installations. 

Aren’t you delighted with this news?



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