Every time that you or your employees interact with any of your CRM contacts (either by making/receiving a call, or sending/receiving an SMS), our integration will automatically fetch the latest data from the CRM and create a new contact in the Onoff platform (for non existing contacts). This will allow Onoff users to get valuable contact information directly in the Onoff interfaces: see CRM details in the Contact's details, get CRM results when searching for a contact/number in the dialpad, enhanced CallerID for your incoming calls, etc.
Plus, in addition to automatic contact creation, users can manually update the information for existing Onoff contacts inside the contact details. This specific action will replace the existing information for the Onoff contact with the latest data from the CRM.
CRM - How are my Onoff contacts synchonized with the CRM integration?
Charlotte
- Updated
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