Zoho CRM Integration

Turn Zoho CRM into a phone

Zoho CRM click-to-call, a power dialer over your views and two-way SMS, with every call, recording and text logged straight to the record. Your reps stop switching tabs and start having more conversations.

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  • Same-day setup
  • ·
  • US-based support
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  • No contracts
What you get

Call, dial and text, without leaving Zoho

A complete phone layer bolted onto the Zoho CRM your team already lives in, from click-to-call to a full power dialer.

Click-to-call in Zoho

Every phone field on a Lead, Contact or Deal becomes a one-click call. No dialing digits, no desk phone, Zoho CRM click to call over crisp VoIP, straight from the record.

Power dial your views

Point the Zoho dialer at any list view or custom view and it calls down the list back-to-back. Reps skip the pauses and stack 3 to 4x more conversations per hour.

Two-way SMS

Text prospects from the Zoho record and see replies threaded in one place, on 10DLC-registered US numbers, so messages land instead of getting filtered.

Auto-logged calls & recordings

Duration, disposition, notes and the call recording write back to the matching Zoho record automatically. No manual activity logging, clean pipeline data every time.

Screen pop on ring

When an inbound call hits, the caller's Zoho record opens instantly, so your team greets people by name with full history in front of them.

Local presence dialing

Show a caller ID that matches the prospect's area code to lift answer rates, with numbers available in 70+ countries for wherever your lists reach.
How it works

Live in Zoho the same day

No rip-and-replace and no new CRM to learn, we add the phone to the Zoho you already run.

01

Connect Zoho CRM

We link Dialerportal to your Zoho CRM and map the phone, mobile and SMS fields to the right modules, Leads, Contacts, Deals or custom. Setup happens the same day.

02

Add click-to-call & the dialer

Your team gets the browser click-to-call extension and, if you run outbound, the power dialer over Zoho views. No hardware and no per-desk installs.

03

Everything logs back to Zoho

Calls, recordings, SMS threads and outcomes sync to the Zoho record automatically, so reporting, follow-ups and pipeline stages all stay accurate on their own.

Built for outbound teams

For everyone working the phone in Zoho

Sales reps, SDRs and support teams who live in Zoho CRM and are tired of copy-pasting numbers into a softphone.

Inside sales & SDRs

Power dial a Zoho view, drop straight into the next record on connect, and let dispositions log themselves so pipeline data stays honest.

Account managers

Click-to-call any customer, get their history popped on inbound, and text quick updates on 10DLC, all threaded on the Zoho record.

BPOs & agencies

Add and remove seats month-to-month as campaigns ramp, with all dialer modes included and US-based support when you need a human.

Explore our other CRM integrations, pair Zoho with our call center dialer, or check transparent, month-to-month pricing.

FAQ

Zoho CRM integration questions

Click-to-call, dialing your views, SMS, 10DLC and auto-logging, answered.

Our browser extension turns every phone number in Zoho, on Leads, Contacts and Deals, into a clickable link. One click places the call over VoIP through Dialerportal, no dialing and no desk phone, and the call auto-logs to that Zoho record.

See all CRM integrations

Make Zoho CRM ring

Tell us how your team uses Zoho, we'll wire up click-to-call, the dialer, SMS and auto-logging for you, live the same day.