CRM

Zoho CRM x Ubic,connected in minutes.

Contacts come in from Zoho CRM, calls are logged automatically, and prospect statuses update in real time.

Connecter Zoho CRMCRM
Ubic veut accéder à Zoho CRM
Lire vos contacts & entreprises
Logger chaque appel et note
Synchroniser les deals et statuts
AutoriserAnnuler

What syncsIn real time

Calls

Calls are logged automatically on the contact record: duration, outcome, audio and transcript.

Notes & transcripts

The full call transcript is attached to the contact. Searchable in your CRM.

Contacts

Two-way sync. New contacts in the CRM → available in Ubic. And the other way around.

Meetings

Demos booked from Ubic pushed to the CRM with the meeting link and status.

Connect Zoho CRM in minutes

Connect your CRM, import your lists, watch the sync run on your contacts.