This article explains how to integrate CloudTalk with Zoho. You’ll learn about prerequisites, step-by-step setup, customization options, synchronization rules, and how to make calls directly from Zoho.
User Level:
Admin
Looking for instructions on how to make calls and view synced data in Zoho?
See Using CloudTalk with Zoho.
Before You Start
Before starting, ensure you have:
CloudTalk Account (with admin privileges)
Zoho CRM Account (with admin rights)
Compatible CloudTalk Plan (subscription to an Essential, Expert, or Custom CloudTalk plan)
Connect Zoho to CloudTalk
Log into CloudTalk Dashboard:
Access your account at CloudTalk Dashboard.
Navigate to Integrations:
Click on Account > Integrations in the left sidebar.
Add Zoho Integration:
Find Zoho in the list of integrations and click the
+ Addbutton.
Select Zoho Data Center Domain:
Choose your Zoho data center domain (e.g.,
.com,.eu,.in).
Authenticate Integration:
You'll be redirected to the Zoho login page. Enter your credentials and authorize the integration.
Complete Setup:
After successful authentication, you'll return to the CloudTalk dashboard.
Once the integration is set up, all your Zoho contacts will get synchronized with CloudTalk.
Important notice: The email address you use in CloudTalk must match exactly with the email address in your Zoho account. If the emails do not match, synchronization will not work correctly.
Integration Customization
Define which calls (inbound, outbound, missed calls and voicemails) to log into Zoho. The call will be logged as a closed activity.
Pick which CloudTalk numbers should get linked to your Zoho integration. It will help you better organize your data. If no number is selected, all numbers get synced to Zoho.
Choose whether you want to log all calls, only calls made during business hours or when your lines are closed.
Decide how to tag your contacts in CloudTalk.
Decide whether to log outbound and inbound SMS messages as activities in Zoho.
Choose whether to assign missed calls to specific agents.
Enable VoiceAgent call logging to export VoiceAgent calls and captured data to Zoho. These calls will be labeled "Voice Agent Call".
After customizing your settings, click "Save settings" to apply the changes.
Note: When message export is enabled, both SMS and WhatsApp messages are exported using the same setting.
Exported messages are not distinguished by channel in the CRM, and the initial outbound WhatsApp template message is not exported.
Remove Zoho
If you ever need to remove the integration:
In CloudTalk, go to Account > Integrations.
Click Change next to Zoho.
Scroll down and hit Delete Integration.
You’ll be asked to type
DELETEto confirm.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!