Summary: The call outcomes that you log via the Kixie PowerCall (shown below) will log into Zoho as completed tasks, with the subject being the outcome that you've selected.
Note: this allows you to trigger Zoho automations and/or enhance the power of your filters to include/exclude leads based on a outcome being logged!
- workflow automations
- for example, as soon as the "not interested" outcome is logged to a lead, you can trigger a workflow rule that will change their lead status to "junk lead"
- list-filtering example
- add a filtering condition to your lead lists to exclude those whose lead status is "junk lead"
We can help you build these automations and filters in Zoho, as well as support you configure other external software that you use in conjunction with Kixie. Please email email@example.com if you are interested.