Use Crelate’s native Zoom integration as a unified solution to manage, schedule, and record phone communications. With Zoom actions available directly within Crelate, teams can quickly communicate with contacts without leaving your Crelate account. Take calls, make notes, send texts and review history all without leaving your workflow.
With Crelate and Zoom you can:
- Schedule and Make Calls – Easy click-to-dial
- Receive Calls – Notified of who is calling with single click navigation to their record.
- Auto Call Tracking – Build history of communication, automatically.
- Text Messaging – Send and receive texts all within Crelate.
