For field service businesses that schedule their visits in Zoho FSM: the customer is recognised while the phone rings, added from 3CX when needed, and every call is logged.
Highlights
- Customer record shown while the phone rings
- New customers added from the 3CX client
- Zoho FSM search from the 3CX dialler
- Calls, chats and texts in the customer history
- OAuth 2.0 connection
Zoho FSM is Zoho’s field service management app: contacts, companies, requests, work orders and service appointments. It is used by maintenance, installation and repair businesses that send technicians to customer sites. In the office, the phone is where requests come in and where customers call to ask when the technician will arrive.
With our native template, the caller’s number is looked up in Zoho FSM while the phone rings. The coordinator sees the contact record before answering and knows which customer it is without asking them to spell their name. A new customer calling with a service request can be added from the 3CX client. When the call ends, the conversation is logged in Zoho FSM alongside the rest of the customer’s history.
You upload the template to your 3CX and it connects directly to the Zoho API. There is nothing else to host.
- Lookup by phone number or email, with the record displayed
- Zoho FSM search from the 3CX dialler
- Contact creation from the 3CX client
- Calls, chats and texts logged, with 3CX AI analysis when enabled
Frequently asked questions
How is Zoho FSM authorised?
With OAuth 2.0, using a Zoho account from your organisation.
Already using other Zoho apps?
We also have a template for Zoho Recruit. Each Zoho app has its own template, so tell us about your setup. You need 3CX V20 Pro or AI with CRM integration enabled.
