---
title: "Zoho CRM"
slug: "zoho-crm"
description: "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."
updated: 2026-04-24T15:29:03Z
published: 2026-04-24T15:29:03Z
canonical: "docs.voiso.com/zoho-crm"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voiso.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho CRM

**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](/v1/docs/crm-zoho) article for the steps to integrate Zoho with Voiso.

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

| Feature | Description |
| --- | --- |
| Click-to-call | Agents initiate calls in Zoho by clicking a dialable number instead of manually dialing the number |
| Calling List Import | Voiso pulls selected contact phone numbers direcly from the Zoho database for Dialer campaigns |
| Screen Pop | The contact record is automatically displayed in Zoho when an agent handles a call in Voiso |
| Call History | Call 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](/v1/docs/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](/v1/docs/how-to-run-a-dialer-campaign).

Refer to the [Zoho Dialer campaigns](/v1/docs/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

## Managing your integration

After [connecting to Zoho](/v1/docs/crm-zoho), to manage an existing Zoho integration, navigate to **Administration > Integrations**, then click the **Zoho** tile.

### Zoho CRM tab

The **Zoho** integration page **Zoho CRM** tab enables you to view your account ID and configure settings for [dialer campaign calling list building](/v1/docs/crm-zoho#dialer-campaigns-with-zoho) and other features.

![Integrations Zoho Page Settings Tab](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Integrations%20Zoho%20Page%20Settings%20Tab.png)

#### General

The **General** section displays the Zoho account ID currently linked to the integration.

To play call recordings directly within Zoho CRM tickets using the native Zoho audio player field, enable the **Enable in-CRM recording playback** option. Recordings appear in the call ticket a few minutes after each completed call. A link to the call recording in the Call Details Record is also included.

Tip

This feature is separate from the **Calls module recording URL field** setting, which provides a link to the call detail record in Voiso.

#### Custom fields

The **Custom fields** section enables you to specify fields in Zoho where custom data is stored:

- **Calls module recording URL field** — enables you to specify into which field of the **Calls module** the URL linking to Voiso call recordings will be stored.
- **Calls module wrap-up code field** — enables you to specify into which field of the **Calls module** the Voiso call [Wrap-up codes](/v1/docs/administration-wrap-up-codes) will be stored.

Notes

- The Call recording URL and wrap-up code will appear in the Calls report within 5 minutes.
- The wrap-up codes will be available after the phone call is ended on **Agent Panel**.

#### Dialer Campaign Calling List

The **Dialer Campaign Calling List** section allows you to define the attributes retrieved from Zoho to create calling lists for your outbound [Dialer campaigns](/v1/docs/outbound-dialer-running-a-crm-campaign).

To begin, select the type of phone number to use from the **Leads** module for the Dialer campaign. You can choose either the contact's **Phone number** or **Mobile number**.

Additionally, you can include a lead attribute to sync with your campaigns by selecting a module from the **Zoho Custom Module**. If you choose to use a custom module, select a contact field from the module using the **Custom Module Contact Field** menu.

![Integrations Zoho Page Settings Tab Dialer Settings Section](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Integrations%20Zoho%20Page%20Settings%20Tab%20Dialer%20Settings%20Section.png)

#### Contact masking in Zoho CRM

The **Contact masking in Zoho CRM** section enables you to control whether agents can see contact phone numbers in Zoho CRM when using click-to-call. Refer to the [Zoho contact masking](/v1/docs/zoho-contact-masking) article for details on how to set up masking in Zoho and then configure Voiso to retrieve and dial the contact's actual phone number.

the list of telephone numbers used for an outbound Dialer campaign. Voiso supports both CSV upload and import from a CRM.

Move a call through your contact center call flow to reach a destination such as an agent, a recording, or voicemail. The path a call follows in a call flow.

Automatic Number Identification. A service that transmits the phone number of the caller for rapid contact identification. Also referred to as Calling Line Identification (CLID) or Caller ID (CID).

Dialed Number Interaction Services. The dialed number associated with a call (the called number).

The outcome of an interaction. This parameter is automatically assigned to an interaction by the Voiso application. It is not the same as the Wrap-up code, which is a custom outcome assigned to an interaction by an agent.

A technology that places inbound voice calls and omnichannel interactions into a virtual waiting line in which contacts waits to be connected with an agent. Queues direct calls to the best available agent to reduce waiting times. Interactions with different priorities can be assigned to different queues. Queues can play music and other messages to callers waiting to connect to agents. Voiso queues also offer contacts a callback option if the wait time on the queue is long.