We are purchasing a 3CX phone system and need the below item created.
CRM integration with ZohoCRM for both incoming and outgoing calls on the [url removed, login to view] phone system.
This will be a DOT NET System Tray Application or anything else you suggest. When an INCOMING or OUTGOING call occurs:
1. A popup on lower right, out of system tray occurs and provides a link to click on. Occurs when incoming or outgoing call is made through yea link IP phone.
2. When clicked, it Opens the record based upon phone number. If no match, then open page to just goes to basic search page.
3. When the link is clicked and it opens the page in zohocrm, it also inserts record of call, incoming and outgoing using their note feature.