The video above shows how to connect the Invoco platform to your Zoho Docs account. Once connected, we can push the following into Zoho Docs automatically:

  • Call Recordings: Once a call has completed, we’ll push the recording into the call recording folder in your Zoho Docs account which you can store for as long as you need.

  • Itemised call records: Once a week, we’ll push a CSV file with itemised call records for the previous week, so if you need to upload the data to a reporting platform or CRM system you can.

  • Invoices: Keep all of your invoices in one place to make it easier to refer to them in the future.

  • Weekly reports: Fed up of trawling through your emails to find your weekly reports? Get them pushed to a ‘Weekly Reports’ folder instead. No more searching!

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