Upsert® Engage for Zoom Phone

What it does

Upsert® Engage for Zoom Phone embeds Zoom Phone in SugarAI so you can dial from records, send SMS, and log calls automatically. It also captures AI summaries, transcripts, and action items, and supports outbound call lists. That keeps phone and SMS context on the CRM record for automation and reporting.

At a glance

Type

Commercial SugarAI plugin

Organization

Upsert, LLC

Status

online

Built with