How to Connect Zoho CRM to

Jessica Paxton Updated by Jessica Paxton

How the Zoho CRM + integration works

When you connect with Zoho, all calls handled by’s receptionists will now appear in Zoho. After every call, will:

  • Create new leads for callers who don’t yet exist in Zoho
  • Match callers with existing contacts who already exist in Zoho
  • View calls in the calls tab
  • Log call details within the lead or contact record
Note: Call Recording and Transcription is an additional charge.
  • Display calls in the contact’s or lead’s timeline feed

How to connect your Zoho account to

If you’re already a Zoho user, getting started is simple.

  1. Go to your virtual receptionist dashboard and select the Integrations tab.
  2. Select Zoho to begin the integration process.
  3. Click the Connect Zoho button.
  4. You'll be presented with a screen from Zoho asking you to log into your account if you haven't already done so. Then you'll be asked to confirm's access to your Zoho account. Press Accept.
  5. That’s it! Once you’ve completed the last step, you'll see a confirmation page confirming that the integration between your account and Zoho will be live! You can navigate back to the dashboard or safely close the page. integration pricing note: Each plan includes one free integration. View current pricing.

Questions? Contact us!

If you're already a client and need help, please email us at or call us at (650) 727-6484 for assistance.

If you're not yet a client, please schedule a free consultation to get started with our virtual receptionist services or email us at We'll help you select the best plan to match your business’s growth goals and budget.

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