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

# Configure Zoho

> Configure data exchange between CloudTalk and Zoho to ensure your data stays up to date.

> [!NOTE]
>
> 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

***

> [!WARNING]
>
> Looking for instructions on how to make calls and view synced data in Zoho?\
> See **[Using CloudTalk with Zoho](/en/articles/5375783-using-cloudtalk-with-zoho.md)**.

## 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)

* 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.

## Connect Zoho to CloudTalk

1. **Log into CloudTalk Dashboard**:

   Access your account at [CloudTalk Dashboard](https://dashboard.cloudtalk.io/).

2. **Navigate to Integrations**:

   Click on **Settings > Integrations** in the left sidebar.

3. **Add Zoho Integration**:

   Find **Zoho** in the list of integrations and click the **`+ Add`** button.

   ![](https://mintcdn.com/cloudtalk/6Hiy83aLw1wFZVvu/images/help-center/articles/3490662/6a9ffb3cd997-screenshot-2025-03-19-at-11-32-50.png?fit=max\&auto=format\&n=6Hiy83aLw1wFZVvu\&q=85\&s=e456a756109f25f0c52dd4d952b7f279)

4. **Select Zoho Data Center Domain**:

   Choose your Zoho data center domain (e.g., `.com`, `.eu`, `.in`).

   ![](https://mintcdn.com/cloudtalk/6Hiy83aLw1wFZVvu/images/help-center/articles/3490662/4071ea1dc66c-image.png?fit=max\&auto=format\&n=6Hiy83aLw1wFZVvu\&q=85\&s=a8e7698426b2ee4f8eb7729b2b03285a)

5. **Authenticate Integration**:

   You'll be redirected to the Zoho login page. Enter your credentials and authorize the integration.

   ![](https://mintcdn.com/cloudtalk/6Hiy83aLw1wFZVvu/images/help-center/articles/3490662/9381950161ad-screenshot-2025-03-19-at-11-30-56.png?fit=max\&auto=format\&n=6Hiy83aLw1wFZVvu\&q=85\&s=4b5f2fe449816c0065187fa47bc77fc0)

6. **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.

## 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*.

![](https://mintcdn.com/cloudtalk/6Hiy83aLw1wFZVvu/images/help-center/articles/3490662/bba36abfc8a4-screenshot-2025-03-19-at-12-00-33.png?fit=max\&auto=format\&n=6Hiy83aLw1wFZVvu\&q=85\&s=735a68b2c73f6f591c5b3dbadc3709d3)

After customizing your settings, click **Save settings** to apply the changes.

> [!WARNING]
>
> **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.

## Disconnect or Remove Integration

You have two options if you no longer want to use the integration:

* **Deactivate:** In your CloudTalk Dashboard, go to **Settings > Integrations > Zoho** and toggle the status to inactive. This pauses syncing but keeps your settings.

  ![](https://mintcdn.com/cloudtalk/6Hiy83aLw1wFZVvu/images/help-center/articles/3490662/c5ed61b58fbe-screenshot-2026-05-08-at-09-56-03.png?fit=max\&auto=format\&n=6Hiy83aLw1wFZVvu\&q=85\&s=bdc653cd0050fc6caa84000bfbea15ac)

* **Remove:** To remove the integration completely, go to **Configure > Delete Integration**, type **DELETE**, and confirm.

  ![](https://mintcdn.com/cloudtalk/6Hiy83aLw1wFZVvu/images/help-center/articles/3490662/b9afe73c2262-screenshot-2026-03-05-at-11-26-20.png?fit=max\&auto=format\&n=6Hiy83aLw1wFZVvu\&q=85\&s=fc3a98ba2bcf0998fa5609714fe6a44d)

***

*Need help or have a question?* Just reach out through our [Support portal](https://support.cloudtalk.io/hc/en-us/requests/new?ticket_form_id=26305535257884) — we’re here for you.


## Related topics

- [Configure Zoho Desk](/en/articles/6114608-configure-zoho-desk.md)
- [Using CloudTalk with Zoho](/en/articles/5375783-using-cloudtalk-with-zoho.md)
- [Using Zoho Desk with CloudTalk](/en/articles/14076544-using-zoho-desk-with-cloudtalk.md)


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