CRM & billing
Live todayIf the shop already keeps its customers in Zoho CRM, the receptionist can keep that list current for you. A caller who gave a name and number is a Contact. What was said is a note on that Contact.
The caller’s first and last name, phone number, email if given, and the service address as the Contact’s mailing street, city, province, and postal code. The note holds the items reported, whether a visit was booked and its window, the city, the priority, the outcome, and the call summary.
A Contact, matched on phone number (or email if there is no phone) and updated if it exists. One Note per call, titled with the Right On Call call id. A note that is already on the Contact is not added twice.
Calls where a name and phone were captured: bookings, callback requests, and the like. A hang-up, spam call, or a bare coverage check creates nothing, so your contact list doesn’t fill with strangers.
A call you answer yourself isn’t seen by Right On Call, so no Contact is written. A call the receptionist takes is synced in the background right after it ends.
The same sync runs at any hour. The overnight caller is already a Contact with a note when you open Zoho.
The shop signs into its own Zoho account.
Sign in to the Right On Call dashboard as the shop and open Integrations.
Choose Connect on the Zoho CRM card, sign in to Zoho, and approve access.
Zoho runs separate regions (.com, .ca, .eu and others) and the connection has to match the one your account lives in. We set this with you during setup.
Call the line with a name and number and check the Contact and its note in Zoho.
No. It is optional. Without it, the call record lives in your Right On Call dashboard.
It matches on phone number first, then email, and updates what it finds. A new number is a new Contact.
Yes. Each call record shows whether the sync worked.
