OfficeCalling - Business VoIP Solutions

    Zoho CRM Phone System Integration

    Bring calls into Zoho CRM: pop up the caller's record, dial with one click and log every call automatically. Available on a dedicated OfficeCalling instance once your Zoho edition and setup are confirmed.

    Zoho CRM logo

    Zoho CRM connects to the phone platform behind every dedicated OfficeCalling instance. Zoho CRM is a trademark of its owner; no partnership or endorsement is implied.

    What the Zoho CRM integration does

    Features documented for this integration. Which ones we switch on is agreed during your assessment.

    • Single-click calling

      Launch calls from Zoho CRM with one click using the phone system's browser extension.

    • Call pop-ups

      Incoming calls bring up the caller's contact record so you can see past history before you talk.

    • Automatic call logging

      Calls with CRM contacts are logged in Zoho CRM after the call.

    • Call recordings in Zoho

      Contact call recordings can be saved in Zoho for replay. Recording and transcription features use the $20/month company-wide call recording and transcription add-on.

    • Contact sync to the phonebook

      Zoho CRM contacts sync to the phone system's phonebook for search on desk phones and apps.

    • Automatic leads

      A call from or to an unknown number can create a new contact or lead.

    • Conversation records

      Call notes and messages sync to Zoho CRM; transcriptions and AI summaries can sync where those features are in use.

    Example workflows with Zoho CRM

    • Example

      Small sales team, full call history

      Every call with a contact lands in Zoho CRM, so anyone picking up the account sees what was said and when.

    • Example

      Dial from the deal you're working

      Click the number on the record instead of copying it to a phone.

    • Example

      Inbound enquiries become leads

      New callers are created as leads automatically, ready for follow-up.

    How we set it up

    1. 1

      Tell us about your software

      Which CRM or platform, which edition, who administers it, and what you want calls to do.

    2. 2

      Compatibility assessment

      We review what your software exposes (for example an API or webhooks) and whether the workflow is achievable.

    3. 3

      Scoped quote

      If it's feasible, you get a written scope and quote for the dedicated instance and the integration work. If it isn't, we tell you.

    4. 4

      Build, test and hand over

      Agreed work is configured on your dedicated instance, tested with your team, and supported under the terms in your quote.

    New to phone integrations? Start with CRM phone integration or browse all integrations.

    Zoho CRM integration questions

    Does OfficeCalling integrate with Zoho CRM?

    Yes, on a dedicated OfficeCalling instance. The phone platform we run has a published Zoho CRM integration, and we set it up for your instance after confirming your Zoho CRM version, licensing and compatibility.

    Can I use the Zoho CRM integration on a shared plan?

    No. Zoho CRM integration is only available with a dedicated OfficeCalling instance. Shared plans (up to 15 extensions) don't include CRM integrations of any kind.

    What do you check before quoting a Zoho CRM integration?

    Your Zoho CRM edition and licensing (Zoho CRM Starter, Standard, Professional, Enterprise, CRM Plus, Zoho One or Ultimate), administrator access, how many people take calls and on which devices, and which features you actually want switched on. If something doesn't fit, we say so before you commit.

    Is the Zoho CRM integration included in the dedicated price?

    Dedicated instances start at $279/month and are quoted to your size and requirements. Zoho CRM integration setup is scoped during the assessment and shown in your quote. Your Zoho CRM subscription stays separate and is billed by its provider.

    Is OfficeCalling a Zoho CRM partner?

    No. We don't claim a partnership with or endorsement by Zoho CRM. The integration is provided by the phone platform, and Zoho CRM is a trademark of its owner.

    Related pages

    Talk to Sales about Zoho CRM

    Tell us your Zoho CRM edition and what you want calls to do. We'll confirm whether it fits and what a dedicated instance would involve — no charge to ask.

    Contact Information

    Office

    6103 East Molloy RdEast Syracuse, NY

    Send Us a Message

    Fill out the form below and we'll reply during business hours.