Zoho Follow up field updated when dialing through PhoneBurner

Summary

This video explains how the PhoneBurner Power Dialer integrates with Zoho CRM and utilizes three key fields to track call activity and follow-ups. The fields are:

1. PhoneBurner Follow-Up Date:

   • Updated only when a disposition is used that either:
     • Forces you to set a follow-up date
     • Clears an existing follow-up date

2. PhoneBurner Last Call Time:

   • Updated after every call to log the date and time of the most recent call.

3. PhoneBurner Last Call Outcome:

   • Updated after every call to reflect the selected disposition.

Key Functionality:

• Clearing a Follow-Up Date:
  • Selecting a disposition configured to clear the follow-up date will update the PhoneBurner Follow-Up Date field in Zoho to show no date.
• Setting a Follow-Up Date:
  • Selecting a disposition that requires a follow-up date will prompt you to choose a date from the calendar before the disposition can be applied.

Custom Module Support:

• For custom Zoho modules, you can manually create these three fields with the exact same names, and PhoneBurner will automatically update them.

By leveraging these fields, you can efficiently track call outcomes, manage follow-ups, and keep your Zoho CRM records accurate and up to date.

Tags

Zoho CRM integration, PhoneBurner Power Dialer, follow-up date management, call tracking, sales productivity, CRM automation, outbound calling, call outcomes, lead management, custom modules

Cleaned-Up Transcript

When using the PhoneBurner Power Dialer with Zoho, there are three key fields that we add to your account for all standard modules:

1. PhoneBurner Follow-Up Date
2. PhoneBurner Last Call Time
3. PhoneBurner Last Call Outcome

How Each Field Works

• Last Call Time and Last Call Outcome are automatically updated after every call.
• The Follow-Up Date field is only updated if you select a disposition that either:
  • Requires you to set a follow-up date.
  • Is configured to clear an existing follow-up date.

Example: Clearing a Follow-Up Date

Suppose a Zoho contact has a follow-up date set for February 7th, 2025.

• If you select a disposition that’s configured to clear the follow-up date, PhoneBurner will update the field in Zoho to remove the date.
• After refreshing the Zoho contact record, you'll see that the follow-up date is now empty.

Example: Setting a Follow-Up Date

If you select a disposition that requires a follow-up date:

• The system will prompt you to select a date from the calendar.
• After selecting the date and clicking the disposition, the new follow-up date will be reflected in Zoho.

Upon refreshing the contact record in Zoho, you’ll see the updated Follow-Up Date, Last Call Time, and Last Call Outcome fields.

Custom Module Support

If you’re using custom modules in Zoho, simply create three fields with the exact same names as these standard fields, and PhoneBurner will automatically update them after each call.

This integration helps your organization stay organized, manage follow-ups efficiently, and improve overall productivity.

Thanks for taking the time to watch this video, and happy dialing!