Zoho CRM icon

Zoho CRM

Update contact records with call, text, and form data

Keep up with your contacts using Zoho CRM

Connect your calls, texts, and form fills to contacts in the Zoho CRM platform.

What is Zoho CRM?

Zoho CRM is a Customer Relationship Management platform that helps streamline marketing, sales, and customer support activities in one place.

How does the Zoho CRM + CTM integration benefit my business?

Available thorugh our Sales Engage and Enterprise plans, the Zoho CRM integration allows you to automatically update contact records with call, text, and form data. With the Zoho CRM integrated with CTM, incoming calls from existing Zoho contacts will display that contact’s information. You can choose to edit that record right inside our activity log, and it will automatically update the information in Zoho CRM.

Use the Zoho panel – built right into our activity log – to instantly update a contact’s record, and automatically have that update ported into Zoho CRM.

How does the Zoho CRM + CTM integration work?

The Zoho CRM integration uses triggers, so you will be able to choose the data that is sent between the platforms, and under which conditions it should be sent, such as:

  • Based on duration
  • New callers only
  • On call start
  • Only when visitor data is available for the call

Once calls start coming in, you will see them show up as leads in Zoho CRM, along with their contact information.