Zoho CRM Integration for Call Centers
Leverage 2-way synchronization and Click-to-Call by connecting CloudTalk with Zoho CRM. Boost your sales results and increase your team’s efficiency.
2-way real-time synchronization for both Deals and Contacts
Click-to-Call: Hover over Zoho CRM contacts and easily initiate calls
Access recordings without ever leaving the Zoho interface
See callers’ CRM details before picking up the call
How does Zoho CRM work?
Manage your sales, marketing, and customer support activities in Zoho CRM, and streamline all your processes, prospects, and customers in one platform.
With Zoho’s Customer Relationship Management, you can effortlessly identify, analyze, and manage your business strategy.
How You Can Benefit From the Zoho CRM Integration
Automate your daily workflows
The Workflow Automation feature enables you to create customer-specific business process flows using Cloudtalk or several different platforms. Workflow Automation is an efficient way of streamlining business processes, especially in your sales departments.
Synchronize SMS to Your Zoho
To have a complex overview of the communication, you can synchronize SMS messages sent from CloudTalk to your Zoho CRM account. After this sync is activated, CloudTalk will simply synchronize the SMS interactions to your account, so you won’t miss any important information.
Effortless Migration from Spreadsheets
Migrate valuable data quickly and accurately with Zoho CRM. Once you have uploaded the data in your spreadsheet, Zoho CRM adds the information to the relevant fields within its database. All the updated data syncs with your CloudTalk account immediately, so you can start making calls right away.
Reports, Insights, and Analytics
With Zoho CRM, you can access an in-depth analysis of your contact center, which helps you make more effective, faster decisions. Monitor your sales cycle at all times. Create valuable and presentable reports with custom charts, target meters, dashboards, and other goal-based metrics.
Zoho CRM + CloudTalk = Success
Integrate the power of CloudTalk’s virtual phone system and add call center features to your business CRM.
CloudTalk offers virtual phone numbers (160+ countries), system integration with 30+ popular apps, and 70+ advanced call center features like a click-to-call, call recordings, smart dialer, and many more.
How to Setup
CloudTalk + Zoho CRM Integration
WATCH
THE VIDEO
#01
Log in to your CloudTalk account here.
#02
Click Account → Integrations in the left sidebar menu
#03
Select the Zoho integration and click + Add to install it
#04
Select the Zoho data center domain. You will get redirected to the Zoho log-in page, where you need to log into your account.
#05
Review the permissions and authorize CloudTalk to access your data
#06
After successful login, you will be redirected back to CloudTalk Dashboard.
#07
Now you can customize your integration according to your business needs.
#08
Finally, click Save to activate the integration
Get a first-hand experience
with CloudTalk
“I love it when something just works the way it’s supposed to. Easy integration with our CRM, easy to get it up and running. Intuitive UI and is convenient to use.”
Alan T., Small-Business (50 or fewer emp.)
FAQs
What is Zoho CRM integration, and how to use it?
Zoho CRM is a Customer Relationship Management tool that helps you identify, analyze, and manage your business strategy.
How Zoho Phone Integration + CloudTalk integration works
You can simply log into your CloudTalk account and select the out-of-the-box Zoho CRM integration from our list of app integrations. A few clicks and you’re good to go! Integrate the power of CloudTalk’s virtual phone system and add call center features to your business CRM.
What Zoho CRM phone integration is and how it benefits your business
Some of Zoho CRM’s benefits include:
– Boost sales
– Simple, easy to use
– Easy and fast migration from spreadsheets and other CRMs
– Integrates with hundreds of third-party apps
– Enables omnichannel communication
– Automation of tasks and saving time and costs
– Access to reports, analytics
Learn More About Zoho CRM
5 ways to supercharge customer service with integrations
Learn how you can make the most of your customer service with a strong CRM integration
Zoho CRM Integration in the CloudTalk Help Center
A guide on integrating and using Zoho CRM with CloudTalk
Find CloudTalk in the Zoho App Gallery
Use Zoho Flow to integrate CloudTalk with 600+ apps.
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