Have you found yourself wishing that you could streamline the simplest of tasks? Think of all the time you could potentially save if you could only customize your workflow and tools to create smart, effective, and time-saving automations.
That’s where Zapier comes in. Zapier lets you connect to thousands of apps to create simple or multi-step workflows. Setting up Zapier is simple, you create easy to understand “triggers” and “actions” workflows that will automate your business processes.
For example, if you want to automatically keep track of incoming leads, you could create an automation between your database provider of choice, and Yodel.io. Your automation might look like this:
You could also create a series of triggers and actions, to make this process even more effective.
These are just a few of the ways in which you can make your workflows even more effective, by allowing your business phone system to connect with other tools!
Combining your business VoIP phone system with other tools that you know and love can help you unlock new abilities across the board. To better understand the new phone capabilities that are possible through Yodel and Zapier, take a look at some of the most popular combinations!
If you are using Zoho as your CRM of choice, then you will love being able to keep track of important call information and call histories with customizable tags. With Yodel and Zoho, you can keep track of call tags such as “support call”, “upsell potential”, and more. That way when you look at your leads and customers, you can understand what their previous communications have shared with your team at the glimpse of an eye. I
Using Yodels ring groups features, you can effectively route callers to the right team members. When calls are routed to ring groups such as “customer support”, only relevant teammates will be notified of the incoming call. That notification can appear in the channels that your team is already keeping track of, such as in Microsoft teams.
Create Your Trial Account And Receive A Phone Number
Easily filter to find specific area codes and countries. With 70 different countries to choose from, you will be able to find a number that fits your business needs.
Invite Your Team Members And Assign Roles
Designate Admin, Member, and Guest roles to help your team have access to everything they need.
Connect to Zapier to unlock thousands of integrations and new capabilities
Connect these two systems in a matter of minutes to unlock new possibilities for your team.
Make And Receive Calls
Take advantage of our Slack integration, or use our Web, Desktop, or Mobile apps! With plenty of options, your team can choose the system that works best for them!
Track And Record Calls
Use features such as call logs, and reports to monitor your call data.
Yodel has been a partner to us since day 1. As our Concierge Team has scaled over the years, so has Yodel's product. They've supported us in building meaningful relationships with our Recipients, which is part of our team's mission.