Zoho CRM connects to phone systems through Zoho PhoneBridge, a single integration layer that lets you make and receive calls, see caller details as a screen pop, and log call activity directly against a Lead or Contact record.
Zoho's own telephony option
Zoho Voice is Zoho's native VoIP solution, requiring no third-party setup. Once integrated, users can make outbound calls directly from Zoho CRM using the click-to-call button next to phone numbers, and incoming calls trigger a screen pop-up showing caller details, whether the user is working in Zoho CRM or the Zoho Voice web or mobile app.
Third-party telephony providers
A wide range of third-party providers integrate with Zoho CRM through PhoneBridge, including RingCentral, Twilio, Aircall, Dialpad, Amazon Connect, JustCall, Freshcaller, and CloudTalk, among many others. Some of these have a native integration built directly into Zoho, while others are configured through the Zoho Marketplace. To find a specific provider, search the Zoho Marketplace, or check the PhoneBridge site to confirm current support and setup requirements.
Note: Exact setup steps vary by provider, and telephony providers are added and updated on Zoho Marketplace fairly often, so it's worth checking the Marketplace listing for your specific provider rather than assuming a general setup process will apply.
Common features across providers
- Single-click outbound dialling from a record
- Incoming call screen pops with caller context
- Automatic call logging against the relevant record
- Call recording, where the provider supports it
- Missed call notifications and follow-up reminders
Need help? 1 Cloud Consultants can help you choose and set up the right telephony provider for Zoho CRM, whether that's Zoho Voice or a third-party PhoneBridge integration.
Book a discovery call with 1 Cloud Consultants.
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