Numverify for Zoho CRM

Numverify for Zoho CRM

Contents

  1. Benefits of Numverify & Help Video.

  2. How to install "Numverify".

  3. New fields were added in the leads and contacts module.

  4. How to validate Numbers with Buttons.                                                              

  5. Support. 

Prerequisites

  • You must be the Zoho CRM's super admin.

  • Zoho CRM Enterprise edition or higher is required.

  • You must either already have an API LAYER account or create one.

 

Benefits of Numverify

  • Easily validate the Number.

  • CRM Sends a signal after validation of Number.

  • Checking number validations automatically and manually.

  • There is an option while installing the extension if you processed that number validation will automatically be processed or you can use a button as well, if not only the button will work that you've to do manually every time.

  • There is an option to insert the default country code.

  • There are two types of buttons inserted to verify easily.

  

Help Video

 

 

 

 

How to install Numverify

Steps involved to install "Numverify":

Open Zoho CRM go to marketplace

Search "Numverify" keyword and click the install button.

 

 

 

 

While installing the extension there is a pop-up will appear on the screen. In that window you have to paste the API Key which is given by "Numverify" and type "Y" or "N" in the "Numverify Number Auto Validation" option and insert the country code.

 

 

 

 

Numverify Auto Validation: This option will help you to validate the Number automatically without pressing any button in the modules.

 

How to find the API Key:

Open Numverify Account if you have otherwise create a new account.

 

 

Open Numverify in google, click on sign up for free and subscribe to the plan.

 

 

 

 

 

Fill the box with your email and click on the Magiclink button.

 

You'll get an email what you inserted in the above box. Open the email and click on sign in.

 

          

 

 

Click on the ball appearing on the right top corner beside Submit Your API.

 

 

Click on Account and you'll find the API Key.

 

 

 

 

 

After installing the extension there is a pop-up appears the right bottom of the screen in CRM as extension installed successfully.

 

 

New fields were added in the Leads and Contacts module in CRM

 

  1. Phone Reason - This field update in Json format. It will show;

         Valid: It says "TRUE" or "FALSE" whether the number is valid or not.

          Number: It shows the given number

          International_Format: It shows the number with country code, for ex: +919876543201.

         Country_Prefix: It represents the country code, for ex: +91.

         Country_Code: It shows the country code for ex: "IN".

          Country_Name: It shows the country name for ex: "India".

          Location: It shows the in which state you are located for ex: "Delhi".

          Carrier: It shows which network you are using for ex: "JIO".

                                     Line_Type: It shows the type of phone type for ex: "Mobile"

                                    

  1. Phone Status - It shows the number whether it is valid or not.

  2. Mobile Reason - This field update in Json format. It will show;

           Valid: It says "TRUE" or "FALSE" whether the number is valid or not.

           Number: It shows the given number

           International_Format: It shows the number with country code, for ex: +919876543201.

          Country_Prefix: It represents the country code, for ex: +91.

          Country_Code: It shows the country code for ex: "IN".

          Country_Name: It shows the country name for ex: "India".

          Location: It shows the in which state you are located for ex: "Delhi".

          Carrier: It shows which network you are using for ex: "JIO".

           Line_Type: It shows the type of phone type for ex: "Mobile".

  1. Mobile Status - It shows the number whether it is valid or not.

 

 

 

 

 

 

 

 

 

 

There are two types of buttons inserted in CRM, they are: View page and List View - Each Record

 

 

 

How to validate Numbers with Buttons

 

View Page Button:

 

     In this type the button shows on the view page on CRM. It will work in both ways. When you choose option "Y" while installing then it is automatic validation, on that time also the button will work and another is manually when you didn't choose the Auto validation.

 

 

 

List View - Each Record:

Th List View - Each Record will show for each record in the CRM. It will work in both ways. When you choose option "Y" while installing then it is automatic validation, on that time also the button will work and another is manually when you didn't choose the Auto validation.

 

 

 

 

 

                     

 

 

 

This is the sales signal which appears in CRM. You can notice the status of the validation of all numbers by clicking the bell icon.

Support

Contact Number: +919868329081

Website: www.nexivo.co.in


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