Key Features:

• Automatic Check Contacts: Instantly see if the phone number exists in contacts.

• New Contact: Automatically create a new contact.

• Automated Call Logging: All call activities are logged automatically in the relevant deal.

• Call Recording Attachment: The call recording is attached directly to the call log for easy review.

How It Works:

1. Incoming Call: When you receive an incoming call, the system instantly searches your Zoho CRM account for the caller's phone number.

2. Contact Identification:

   • Existing Contact: If the caller is an existing contact.

   • New Caller: If the phone number is not found in Zoho CRM, the system will automatically create a new contact.

3. Call Logging: Once the call is completed, a new log is created within the contact's associated deal. This log includes details like call duration, time, and date.

4. Call Recording: The audio recording of the conversation is automatically attached to the newly created call log, ensuring all information is stored in one place.