Your team lives on the phone, and Zoho CRM is where they work leads and deals. We connect your phone system to Zoho CRM, so reps call with one click, see who is calling before they answer, and every call and text is saved on the right record.
900+ integrations completed · We sign BAAs
How telephony integration with Zoho CRM works
Your phone system matches the number to a Zoho CRM record
The rep sees the lead or contact before answering
Direction, rep, duration and outcome saved on the record
Missed calls and next steps turn into tasks and reports
Zoho CRM has a telephony layer called PhoneBridge. Phone systems such as RingCentral, Five9 and 8x8 plug into it, or into their own Zoho apps, to add click-to-dial, caller pop-ups and call logging. An admin turns it on under Setup > Channels > Telephony, and each user signs in with their own phone login.
The native integration is the starting point. We set it up, then build what it does not cover: the right fields on each call, missed-call tasks, texts on the same record, routing rules and reports your managers read.
Where there is no native app, or it stops short, we build the connection with Deluge functions, Zoho widgets, workflows and the phone system's APIs. Call trackers like CallTrackingMetrics and CallRail and texting tools like Twilio connect the same way.
What's included
The PhoneBridge or vendor integration turned on, users signed in, and calls tested on real records.
Reps dial from Leads, Contacts and Deals, and the call is tied to that record.
Incoming calls show the matching record, so the rep knows who is calling before they say hello.
Every call saved as an activity on the record, with direction, rep, duration and outcome.
Text activity from your phone system logged next to the calls, for one history per lead.
A custom Zoho CRM widget for calls, when the native panel does not show what your team needs.
Missed calls flagged on the record and sent to the right person, so callbacks happen and can be reported.
Calls by rep, queue and outcome in Zoho CRM dashboards, next to your leads and deals.
Native integration set up and extended, with call and text activity on the record
Five9 telephony in Zoho CRM, with calls logged and missed calls followed up
8x8 Work or Contact Center for Zoho set up and extended
Nextiva calls logged in Zoho CRM
Vonage calls logged in Zoho CRM
Aircall calls logged in Zoho CRM
Genesys Cloud calls into Zoho CRM
Avaya calls into Zoho CRM through the API
Webex calls into Zoho CRM
3CX CRM integration for Zoho set up and extended
Calls and texts with their source, summary and transcript, built via the API
Tracked calls land on the right lead with the campaign behind them
Texts sent from a Zoho widget, with replies logged on the record
Every texting option for Zoho CRM, with consent fields
Custom phone and texting panels inside Zoho CRM
Every system we connect to Zoho CRM, in one list
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage and Avochato conversations saved to the lead
Kipu and Zoho CRM kept in step
Google Ads, Microsoft Ads and Meta leads in, offline conversions out
ActiveCampaign lists and automations that follow Zoho CRM
Zoho CRM data in Google Sheets and Looker Studio
Calls, texts and recordings on the Zoho CRM record, with a telephony widget
On a free call we look at your phone system, your Zoho CRM account and how your team follows up, and show you what the build looks like.
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
We look at your phone system, how calls and texts come in, and what your team needs to see on the record.
Which records calls land on, which details carry over, and what happens after a missed call, agreed before anything is built.
The native integration set up, the extras built, and everything tested with real calls before your team relies on it.
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.
It connects your phone system to Zoho CRM, so calls are made from the record, incoming calls pop the matching lead or contact, and every call is logged where your team works.
PhoneBridge is Zoho's telephony layer. Phone systems plug into it to add click-to-dial, caller matching and call logging to Zoho CRM. It also has an API for building connections that have no ready-made app.
RingCentral, Five9 and 8x8, plus call trackers like CallTrackingMetrics and CallRail. If your phone system has an API, we can build the connection.
Yes. RingCentral, Five9 and 8x8 are cloud phone systems, so a Zoho CRM VoIP integration and a phone integration are the same job.
Yes. Text activity can be logged on the same record as the calls, and texts can be sent from a Zoho widget wired to your texting provider.
Yes. We sign BAAs for healthcare work.
By project, not by the hour. The first call is free, and you get a project quote after it.
