Five9 integration with Zoho CRMYour contact center and your CRM, on one screen
Zoho CRM lists Five9 as a telephony provider. We set it up and take it further, so agents dial and take calls inside Zoho CRM, every call is logged on the right record, and missed calls turn into follow-up.
- Five9 telephony set up in Zoho CRM
- Click-to-dial and inbound calls inside the CRM
- Calls, outcomes and follow-up on the record
900+ integrations completed · We sign BAAs
- • Each call
- • Agent, direction and duration
- • Call outcome
- • Missed calls
- • Click-to-dial
- • Customer details
Agents switch screens on every call
Five9 runs the calls and Zoho CRM holds the customer. Without a working connection, agents look up each caller by hand, notes stay in Five9, and managers cannot tie calls to leads and deals.
What it does
What the Five9 integration with Zoho CRM handles
Native setup, extended
An admin enables Five9 under Zoho CRM telephony, and each agent signs in to Five9 and sets up their station. We do the setup, then build what it does not cover.
Click-to-dial
Agents call from Zoho CRM list views and records, and the call is tied to that record.
Inbound calls in the CRM
Agents take calls inside Zoho CRM with the customer's details in front of them.
Agent status
Agents set themselves ready or not ready from Zoho CRM.
Calls logged on the record
Each call saved on the lead, contact or deal with direction, agent, duration and outcome.
Missed-call follow-up
Missed calls flagged and assigned, so callbacks happen and can be reported.
Built via the APIs
Anything the native connection does not do, we build with Deluge functions, Zoho widgets and the Five9 APIs.
Try it: connect two systems
Click and drag the blue plug back, then let go to connect Five9 to Zoho CRM.
AimingData that flows
Five9 integration with Zoho CRM: both directions, field by field
- Each callLogged on the matching record
- Agent, direction and durationFor reporting by agent
- Call outcomeSo the next step is clear
- Missed callsTurned into follow-up tasks
- Click-to-dialCalls placed from the record or list view
- Customer detailsShown to the agent on the call
See your own Five9 + Zoho CRM map
A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.
Built for real life
Five9 integration with Zoho CRM: the hard parts, already solved
Zoho CRM edition
Zoho lists Five9 for Standard edition and above. We check your edition first.
Station setup
Each agent signs in to Five9 and sets up their station and audio. We walk your team through it and test it.
Native vs custom
Where the native integration covers what you need, we set it up cleanly. Where it stops, we build the rest.
What clients say
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
How the Five9 integration with Zoho CRM goes live
- 1
Free call
We look at your phone system, how calls and texts come in, and what your team needs to see on the record.
- 2
Mapping
Which records calls land on, which details carry over, and what happens after a missed call, agreed before anything is built.
- 3
Set up and test
The native integration set up, the extras built, and everything tested with real calls before your team relies on it.
- 4
Go live
Running in the background, with support if anything changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Who the Five9 integration with Zoho CRM is for
- Contact centers running Five9 with Zoho CRM
- Managers who want calls tied to leads and deals
- Teams that need missed calls followed up and reported
Five9 integration with Zoho CRM FAQ
Does Five9 integrate with Zoho CRM?
Yes. Zoho CRM lists Five9 as a telephony provider under Setup > Channels > Telephony. We set it up and extend it.
Which Zoho CRM edition do we need?
Zoho lists Five9 for Standard edition and above, and only an admin can turn it on.
Have you built Five9 and Zoho CRM before?
We work with Five9 and build Zoho CRM integrations through the APIs. On the free call we look at your Five9 setup and show you what the build looks like.
Can calls create leads?
Yes. A call from an unknown number can create a lead in Zoho CRM, so no caller is lost.
How is it priced?
By project, not by the hour. The first call is free, and you get a project quote after it.