Zoho CRM VoIP Integration

Call Center for
Zoho CRM

Combine your CRM with powerful calling features via the Zoho CRM phone integration. Save time, speed up sales and support with automation and 2-way synchronization, and turn customer experiences into your biggest competitive advantage.

Made by

CloudTalk

Category

CRM

Use for

Sales

Lead Gen

Support

Collaboration

Productivity

Users

Agents

Supervisors

Trusted by Thousands

1,100 Reviews on G2

4,000+

Satisfied customers

160+

international numbers

300%

More calls per day

50%

Lower wait times

Why Integrate Zoho CRM with CloudTalk?

Set up the Zoho CRM call center integration and streamline your operations with easy access to calling, campaigns, and actionable insights. Automate workflows with custom triggers and keep data up-to-date with 2-way synchronization. Make and log calls, while automatically associating voicemails and call recordings with the correct deals to remove repetition and streamline your sales and support processes.

What Is Zoho CRM? 

Zoho CRM is a popular cloud-based customer relationship management platform trusted by over 250,000 businesses worldwide. It enables teams to manage leads, contacts, deals, and workflows with unparalleled efficiency and flexibility.

Zoho CRM Call Center Integration Benefits

Speed Up Sales

Instead of switching tabs, let your agents focus on what they do best while Zoho CRM telephony takes care of the rest. Answer calls, follow up on conversations, and populate your Power Dialing campaigns from your contacts instantly with CloudTalk’s Click-to-Call feature to reach 3x more prospects every day.

Automate Workflows

Set up custom rule sets and triggers for repetitive actions like scheduling follow-ups, sending SMS messages, or creating deals. Stay on top of all your responsibilities with automated notifications and ensure no opportunities fall through the cracks to deliver value to the company and customers alike.

Synchronize Data

Eliminate manual data entry and prevent duplicate records with real-time, two-way synchronization via the Zoho CRM call center software integration. Automatically log tickets for calls, sync contact details, and ensure your support team always works with up-to-date information for smoother workflows.

Make Better Decisions

Access detailed analytics, call recordings, and notes to better understand customer interactions. Leverage CloudTalk’s Conversational Intelligence insights to identify trends and common topics. Deliver personalized support and improve decision-making while enhancing customer satisfaction.

How to Integrate Zoho CRM with CloudTalk?

  1. Ensure you have Admin access to both CloudTalk and Zoho CRM.
  2. Log into your CloudTalk Dashboard and navigate to Settings > Integrations.
  3. Locate Zoho CRM in the list of integrations and click “+Add Integration.”
  4. Authenticate the integration by logging into your Zoho CRM when prompted.
  5. Customize settings for synchronization, call logging, and workflow triggers.
  6. Save your settings and activate the integration.
  7. Begin syncing contacts, logging calls, and automating workflows seamlessly.

Make the Most of Your Zoho CRM Integration

Take full advantage of Zoho’s entire suite of tools and integrate CloudTalk with the Zoho Desk ticketing system. Streamline support ticket resolution and build stronger relationships with your customers to reinforce your CSAT scores and revenue streams.

Zoho CRM Call Center Integration Benefits

Zoho CRM

CloudTalk

Zoho CRM & CloudTalk exchange

Contact Information:
Names, emails, and phone numbers.

Contact Details

Call Logs:
Missed and answered calls, durations, outcomes, and recordings.

Call Details

SMS Logs:
Sent and received messages, including timestamps.

SMS Data

Zoho CRM receive

Workflow Triggers:
Actions like initiating calls or follow-ups.

Workflow Automation

Why Choose CloudTalk for Your Zoho CRM Telephony?

AI-Powered

Make Smarter Calls with Conversational Intelligence

Remove the guesswork and rage-inducing repetition from your operations with Automatic Call Recording and Transcription. Gain clarity for all your calls with Topic Extraction and Sentiment Analysis and coach agents with actionable insights.

Infinitely Scalable

Enter 160+ International Markets Instantly

Go global and expand your company’s reach with one of the largest offers of international, local, and toll-free numbers available on the market today. Scale your call center solution alongside your strategies and ensure your success for years to come.

Customer-Focused

Sell, Support, Satisfy Customers & Succeed

Put the people at the center of everything you do with call center features designed to turn customer success into your greatest competitive advantage. Decrease wait times by <80% and increase your outbound success rate by <250% the easy way.

Find out why our customers love us

Learn how Swille reduced Support Tickets by 50%

CloudTalk allowed our CRM team to move from firefighting technical issues to making strategic improvements. Now, tickets are about configurations, not dropped calls or connectivity problems.

Mariana R.

Product Manager

Learn how Dentakay grew call volume by 2.5X

The power dialer has been a game-changer for managing our call volume. Since we implemented the feature, about 90% of our agents are using it to automate dialing, saving time. The power dialer makes handling both new and old leads easier. It’s been crucial for our growth—our call volume has seen a 2.5X increase in just 8 months.

Ahmed A.

Data Management and Reporting Specialist

Learn how Capitalo boosted efficiency by 83.3% with AI

CloudTalk’s AI conversation intelligence drastically improved our efficiency. We’ve cut call quality analysis time from 2 hours to 20 minutes a day and reduced wrongly targeted leads by 24%, enabling us to focus on strategic growth while maintaining consistency across markets.

Sara Konickova

Sales Ops Manager

FAQs

Can I make calls directly from Zoho CRM?

Yes, with CloudTalk’s integration, you can make and receive calls directly from Zoho CRM.

Does Zoho CRM support click-to-call?

Yes, the integration enables click-to-call functionality for seamless outbound calling.

How does Zoho CRM integration improve efficiency?

By automating workflows, synchronizing data, and providing actionable insights it reduces manual tasks and improves team productivity.

Can I track call recordings in Zoho CRM?

Yes, all call recordings and logs are synced automatically to your Zoho CRM account.

What are the prerequisites for integration?

You need admin access to both CloudTalk and Zoho CRM and an active subscription to set up the integration.

Is your existing phone system more drama than dial tone? Book a chat with CloudTalk – we make calls fun again!