I´ am new to Zapier. I work as Product Owner and I am responsible for a web-based CRM-Software (Customer Relationship Management).
As we want to improve our software we are planning to integrate Zapier.
We are looking for a App/Zap that will allow the contact details (phone numbers+name) stored in the CRM to be recognized and displayed to the called party when a call is received on the smartphone. So that the called person can address the caller personally by name.
If possible, we do not want to transfer/save the contact details (phone number+name) to the smartphone.
Is there a App/Zap that can do this?
Thanks a lot.
Zapier alone doesn’t have this capability. However, Zapier could help keep a VoIP’s contact list up to date. I.e a zap that creates a new contact in your VoIP system when a new contact is added in your CRM.
You will need to look into VoIP providers that offer CRM integrations. This article outlines a top 7 list: https://getvoip.com/blog/2020/05/18/crm-voip-integration/
thanks for your quick answer.
Is there a zap/app to transfer contact details (phone numbers+name) from CRM to smartphone?
A possible solution could be to sync Google Contacts to your smartphone
In Zapier, you would then need a zap(s) that creates new google contacts for new CRM contacts.
Just checking in to see if you still need help with this?