Multiple contact fields
Phone, Other Phone and Mobile are checked on contacts; the main phone number is checked on accounts.
Available
Zoho CRM
Calls in Zoho linked to the right account or contact.
Calls2CRM searches Accounts and Contacts and creates a record in the Calls module with direction, duration and all relevant call information.
How this integration works
Searches
Accounts and contacts
Posts as
Calls record
Access
OAuth refresh token
Employee
No separate user mapping
Capabilities
What does Calls2CRM do with Zoho CRM?
Account or standalone contact
A contact with an account is linked to the account. A standalone contact can be used directly.
Call with complete content
Subject, date, direction, duration, summary, highlights and transcript are added to the call record.
Configuration
What needs to be configured?
Technical credentials can be entered securely in the Calls2CRM portal later. Do not share API keys or passwords through the contact form.
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01
Zoho OAuth client
Create an OAuth client and enter the client ID, client secret and a valid refresh token.
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02
Correct region
Enter the API and accounts domains for the organisation’s Zoho region.
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03
Module permissions
Grant read access to Accounts and Contacts and write access to Calls.
Calls2CRM + Zoho CRM
Would you like to connect Zoho CRM to your telephony?
Tell us which environment you use. We will discuss the setup and check together whether all required information is available.