HELP FILE

How do I integrate with Zoho CRM?

Jive’s Zoho CRM integration unites your communications with your CRM (customer relationship management). Each time you make or receive calls, GoToConnect automatically looks for any customers that match the caller ID. Calls are automatically logged and options to edit your customer accounts or add call notes are readily available. Click a phone number within Zoho CRM to initiate a call directly to your phone.

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 with this integration. Please contact Zoho for more details.
  1. Log into the Integrations Dashboard at https://my.jive.com/integrations/.
  2. Click Zoho CRM in the left sidebar.
  3. Click LINK ACCOUNT. You will then be redirected to Zoho CRM to login and allow Jive to access your account.
  4. From the Settings tab in the Integrations Dashboard, choose your line.