Integrate with Unified Zoho
Integrate your phone system with Unified Zoho. Each time you make or receive calls, Zoho automatically looks for any customers that match the caller ID and logs the call with options to edit customer accounts or add call notes. Zoho CRM is the only version of Zoho currently supported with the Unified Zoho integration.
Before you begin: Zoho CRM only allows a single telephony integration at once. If you have had other services linked in the past, make sure to disable these first.
Restriction: The free version of Zoho CRM does not support the phone bridge feature and is not supported by this integration.
Note: Call routing is not available with the Unified Zoho integration.
What to do next:
When you initiate a call from the app, it first sends the call to your desk phone or softphone (the app must be open), waits for you to pick it up, and then finally completes the call to the outbound number.
Migrate from Zoho CRM
Unlink Zoho CRM and then connect GoTo Connect to Unified Zoho with Phonebridge v3 for a better integration experience.
- Log in to the Integrations Dashboard at https://my.jive.com/integrations/.
- Select Zoho CRM in the left sidebar and then select Unlink Account.
- Follow the steps above to integrate with Unified Zoho.
Migrate from Zoho Desk
Unlink Zoho Desk and then connect GoTo Connect to Unified Zoho with Phonebridge v3 for a better integration experience.
Before you begin: You must be an admin in your organization with the proper permissions to disable the integration.
- Log in to the Integrations Dashboard at https://my.jive.com/integrations/.
- Select Zoho Desk in the left sidebar.
- From the Admin tab, select Disable Zoho Desk Integration to unlink the Zoho Desk integration for the users in your organization.
- From Zoho Desk, go to and then enable Telephony (or PhoneBridge). You may not have this option if this setting has already been enabled.
- Follow the steps above to integrate with Unified Zoho.
