patrickholmes
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"Zoho CRM" integration - not Unified Zoho
We are testing the new "Zoho CRM" integration (not the legacy "Unified Zoho" from the Jive days.) Unfortunately, the Zoho CRM integration is not usable. I tested over the weekend, and identified some showstopper issues: Only *some* Call Log, Voicemail Transcription, and Messaging History is transferred from GoTo Connect to ZoHo CRM. Sometimes it works; sometimes it doesn’t. GoTo Connect support (both levels 1 and 2) can’t support it (other than telling you to “restart” the workflows.) Somewhere there must be a transaction log in a database that shows exactly why some of the data transfers fail, but support doesn’t have access to that. GoTo’s support suggested that if we turn on Lead Synch, that the integration *might* work better. However, we have 32,000 leads, at least 31,500 we’ll never contact (including a lot of very old and test crud.) Lead Synch is “all or nothing”, i.e. we can not selectively synch certain leads. If we turned it on, our Contacts table in GoTo Connect would grow from 68 to 32,000+, which (a) might break our phone system, (b) can only be cleaned out manually if we needed to clean it out. Has anyone else encountered these issues and have a solution? (I'd be happy to host a screensharing session with anyone who thinks they can help... My initial test was so encouraging; hence, it is so discouraging to have missing data.)30Views0likes0CommentsRe: Automated Away Text Message Reply
I would also like to see automated text message replies, when "Away" or "Offline", and we need this for the desktop app. (I understand that the mobile app has an "instant response" feature, but we don't issue cell phones to our employees and employees should NOT use personal cell phones for (a) HIPAA (healthcare) information, or (b) in California due to case law that then can result in having to reimburse employees for personal cell phone expense.) So, a "text message auto-reply" feature while Away or Offline needs to be in the desktop app and in the app.goto.com browser version also.3.1KViews0likes0CommentsRe: Need to have auto reply for text messages
I would also like to see automated text message replies, when "Away" or "Offline", and we need this for the desktop app. (I understand that the mobile app has an "instant response" feature, but we don't issue cell phones to our employees and employees should NOT use personal cell phones for (a) HIPAA (healthcare) information, or (b) in California due to case law that then can result in having to reimburse employees for personal cell phone expense.) So, a "text message auto-reply" feature while Away or Offline needs to be in the desktop app and in the app.goto.com browser version also.3.5KViews0likes0Comments