Zoho Call Attempt Counter

📋 Summary
This video announces a major update to the PhoneBurner® for Zoho CRM integration, focused on better tracking of call attempts when contacts have multiple phone numbers. The new functionality introduces two new fields—Call Attempt Count and Last Attempt Date and Time—to the Contacts and Leads modules.

The update ensures that multiple call attempts made to different phone numbers for the same contact within a short timeframe (one hour) are counted as a single attempt, helping teams more accurately track outreach without artificially inflating call counts.

Additionally, it introduces an automatic workflow that updates these fields, minimizing manual effort. Users must update to the latest version of the PhoneBurner extension for Zoho and make a simple configuration change to exclude these two new fields from being overwritten during sync to avoid potential data inconsistencies.

Overall, this enhancement enables more efficient cadences, cleaner reporting, and smarter task prioritization during call campaigns.

🏷️ Tags
PhoneBurner, Zoho CRM, call tracking, call attempts, lead management, CRM updates, workflow automation, sales efficiency, outbound calling, dynamic lists, integration settings, call session updates

Видео Zoho Call Attempt Counter канала PhoneBurner