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      Zoho CRM
      • 20 May 2025
      • 2 Minutes to read
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      Contents

      Zoho CRM

      • Updated on 20 May 2025
      • 2 Minutes to read
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      Article summary

      Who should read this article: Administrators, Supervisors

      Integrate Zoho CRM with Voiso to streamline outbound calling, call logging, and contact handling. This article outlines key integration features including click-to-call, campaign calling list import, automatic screen pop, and call history synchronization.

      Zoho CRM Integration app features

      Tip

      Refer to the main Zoho article for the steps to integrate Zoho with Voiso.

      The Voiso Integration app for Zoho enables the following CRM features:

      FeatureDescription
      Click-to-callAgents initiate calls in Zoho by clicking a dialable number instead of manually dialing the number
      Calling List ImportVoiso pulls selected contact phone numbers direcly from the Zoho database for Dialer campaigns
      Screen PopThe contact record is automatically displayed in Zoho when an agent handles a call in Voiso
      Call HistoryCall outcome logging and call details are automatically transmitted to the Zoho database after a call

      Click-to-call

      Agents can dial contact numbers directly from the Zoho application by clicking any dialable number. This feature enables agents to make calls without manually dialing the number or copying and pasting a number into the dialpad, and without leaving the Zoho application to call from another application.

      Tip

      You can set up number masking in Zoho CRM so that your agents will not see a contact's real number. Refer to the Zoho contact masking article.

      Calling list import

      This feature allows you to import outbound campaign Calling lists from Zoho to Voiso.

      Tip

      First create a Campaign in Zoho, add Leads, Contacts, Deals and custom entities, then use the Campaign as a data source in the Voiso Dialer campaign builder.

      Refer to the Zoho Dialer campaigns article.

      Screen pop

      When a call is routed to an agent, Voiso displays the relevant Zoho objects, such as cases and contact records, in Zoho.

      Call history

      Call history, also called Call outcome logging, adds information from Voiso about the call to the activity task about the call in Zoho. The following Voiso call details can be included in the call activity task:

      • From number (ANI)
      • To number (DNIS)
      • Call type
      • Disposition code
      • Queue
      • Flow
      • Start time
      • End time
      • Call duration
      • End reason
      • Call recording link
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