Phone Number Analytics for Zoho CRM - Enhance Customer Insights

Phone Number Insights for Zoho CRM

Contents

  1. Prerequisites
  2. Key Features of "Phone Number Insights"
  3. How to install the "Phone Number Insights for Zoho CRM"
  4. A new fields and button have been added to the Leads and Contacts Module
  5. A new custom module have been added: "Phone Number Analytics"
  6. How to analyze the phone number in the Leads and Contacts Module with and without the button
  7. Support
Warning

Prerequisites

  1. You must be the Zoho CRM's Super Admin.
  2. Zoho CRM Enterprise Edition or Higher required.

Key Features of "Phone Number Insights"

  1. Instantly retrieve insights for Phone and Mobile Number details, Carrier Details, Validity status, E-Commerce status, Social Account status, etc.
  2. Verify the authenticity of phone numbers in real-time to ensure accurate customer and lead data.
  3. Integrated directly within the Zoho CRM, providing analytics within the "Phone Number Analytics" custom module.
  4. Validate and analyze phone and mobile numbers by saving time and effort for your team.
  5. The analyzed data can be attached to the attachments related list or stored in the Notes related list in the Leads and Contacts module.

How to install the "Phone Number Insights for Zoho CRM"

1. Go to Setup > Marketplace  > All.
      All the installed extensions are listed here. Under All extensions, you can view all the extensions supported by your CRM.
2. Click All Extensions, browse  for, and click "Phone Number Insights for Zoho CRM."
     Details about the extension will be available.
3. Click "Start a free trial" and "Buy Now".
    If you choose "Start a Free Trial" you'll get a trial period for an extension of 10 days. After the trial period expires, you have to purchase the extension, or else you can purchase the extension directly by choosing "Buy Now."
4. Agree to the Terms of Service and click "Install."






1. Choose one of the following, then click Confirm:
  1. Install for admins only - The extension will only be installed in CRM for users with the administrator profile.
  2. Install for all users - The extension will be installed in CRM for all users.
  3. Choose Profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, and then select the desired profiles.
        The extension will be installed automatically for specific users.





After installing the extension, a settings widget will appear. Please follow the steps below to proceed with the required actions according to your business needs:

  1. You need to select the default country code.
  2. To automatically verify phone and mobile numbers, enable the switches for the Leads and Contacts modules in the settings widget. 
  3. To perform bulk verification of phone and mobile numbers, ensure the switches for the Leads and Contacts modules are enabled in the settings widget. 
  4. After choosing the options, click to save your settings.





A new fields and button have been added to the Leads and Contacts Module

Leads Module

New fields have been added to the Leads Module




Sl NoField TypeField NameComment
1Pick ListPhone Number StatusThis field represents whether the Phone Number is valid or invalid
2Pick ListMobile Number StatusThis field represents whether the Mobile Number is valid or invalid
3Multi LinePhone Number DetailsThis field indicates whether the phone number is valid. If valid, the record will appear in the Phone Number Analytics module; otherwise, it will indicate that the phone number is invalid.
4Multi LineMobile Number DetailsThis field indicates whether the mobile number is valid. If valid, the record will appear in the Phone Number Analytics module; otherwise, it will indicate that the phone number is invalid.

Phone Number Status: This field represents whether the Phone Number is valid or invalid
Mobile Number Status: This field represents whether the Mobile Number is valid or invalid
Phone Number Details: This field indicates whether the phone number is valid. If valid, the record will appear in the Phone Number Analytics module; otherwise, it will indicate that the phone number is invalid.
Mobile Number Details: This field indicates whether the mobile number is valid. If valid, the record will appear in the Phone Number Analytics module; otherwise, it will indicate that the phone number is invalid.

Button have been added to the Leads Module

Button Name: "Get Phone Insights"




Contacts Module

New fields have been added to Contacts Module




Sl NoField TypeField NameComment
1Pick ListPhone Number StatusThis field represents whether the Phone Number is valid or invalid
2Pick ListMobile Number StatusThis field represents whether the Mobile Number is valid or invalid
3Multi LinePhone Number DetailsThis field indicates whether the phone number is valid. If valid, the record will appear in the Phone Number Analytics module; otherwise, it will indicate that the phone number is invalid.
4Multi LineMobile Number DetailsThis field indicates whether the mobile number is valid. If valid, the record will appear in the Phone Number Analytics module; otherwise, it will indicate that the phone number is invalid.

Phone Number Status: This field represents whether the Phone Number is valid or invalid
Mobile Number Status: This field represents whether the Mobile Number is valid or invalid
Phone Number Details: This field indicates whether the phone number is valid. If valid, the record will appear in the Phone Number Analytics module; otherwise, it will indicate that the phone number is invalid.
Mobile Number Details: This field indicates whether the mobile number is valid. If valid, the record will appear in the Phone Number Analytics module; otherwise, it will indicate that the phone number is invalid.

Button have been added to the Contacts Module

Button Name: "Get Phone Insights"




A new custom module have been added: "Phone Number Analytics"

This custom module provides detailed insights into phone or mobile numbers based on verification results. If a number is valid, a record will be created here, allowing you to review its detailed insights.



How to analyze the Phone Number in the Leads Module and Contacts Module with and without Button

Leads Module

With Button: After installation, if auto-verification is not enabled, the process will be considered manual verification. 

To verify phone and mobile numbers manually, either create a new record or select an existing one. Enter the phone number in the "Phone" and "Mobile" fields, complete the required fields, and save the record. Then, click the "Get Phone Insights" button in the Leads Module. If the phone and mobile numbers are valid, the widget will display that the insights records have been created in the "Phone Number Analytics" custom module. Notes will be added to the Notes related list, and the information will be attached to the Attachments related list. Additionally, you can track API usage in the widget.

Without Button: After installation, if auto-verification is enabled, the process will be considered automatic verification.

To automatically verify phone and mobile numbers, create a new record. Enter the phone number in the "Phone" and "Mobile" fields, complete the required details, and save the record. After saving, refresh the page. The fields "Phone Number Status," "Phone Number Details," "Mobile Number Status," and "Mobile Number Details" will be updated automatically. If the phone and mobile numbers are valid, corresponding records will be created in the "Phone Number Analytics" custom module.

Contacts Module

With Button: After installation, if auto-verification is not enabled, the process will be considered manual verification. 

To verify phone and mobile numbers manually, either create a new record or select an existing one. Enter the phone number in the "Phone" and "Mobile" fields, complete the required fields, and save the record. Then, click the "Get Phone Insights" button in the Leads Module. If the phone and mobile numbers are valid, the widget will display that the insights records have been created in the "Phone Number Analytics" custom module. Notes will be added to the Notes related list, and the information will be attached to the Attachments related list. Additionally, you can track API usage in the widget.

Without Button: After installation, if auto-verification is enabled, the process will be considered automatic verification.

To automatically verify phone and mobile numbers, create a new record. Enter the phone number in the "Phone" and "Mobile" fields, complete the required details, and save the record. After saving, refresh the page. The fields "Phone Number Status," "Phone Number Details," "Mobile Number Status," and "Mobile Number Details" will be updated automatically. If the phone and mobile numbers are valid, corresponding records will be created in the "Phone Number Analytics" custom module.


Info

Support

Contact Number: +919868329081
Website: www.nexivo.co





    • Related Articles

    • Twilio Phone Number Verification for Bigin

      Contents Prerequisites Key Features of "Twilio Phone Number Verification" How to install "Twilio Phone Number Verification for Bigin" How to find the Twilio Account SID and Auth Token Setting up OAuth Authorization New Fields have been added to the ...

    • Sales Content for Zoho CRM

      Introduction: Introducing our new Zoho CRM extension: effortlessly send emails directly from your CRM while attaching files seamlessly. Stramline your communication and manage your attachments all in one place! What is Sales Content in Zoho CRM? ...

    • OneDrive Sync for Zoho CRM

      Contents Prerequisites Key Features of "OneDrive Sync" How to install the "OneDrive Sync for Zoho CRM" Setting up OAuth Authorization with Microsoft 365 A related list "OneDrive Files" has been added with this integration in the Leads, Contacts, ...

    • SharePoint Sync for Zoho CRM

      Contents Prerequisites Key Features of "SharePoint Sync" How to install "SharePoint Sync for Zoho CRM" Setting up OAuth Authorization with Microsoft 365 A related list "SharePoint" has been added with this integration in the Leads, Contacts, ...

    • USPS Address verifier for Zoho CRM

      Contents Prerequisites Key Features of "USPS Address Verifier" How to install the "USPS Address Verifier for Zoho CRM" New button have been added to Leads, Contacts, Accounts, Vendors, Sales Orders, Purchase Orders, Invoices, and Quotes How to ...