How do I integrate with Zoho CRM?
Integrate your phone system with Zoho CRM. 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 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: At this time, the Zoho integration does not work with the EU domain.
- Log in to the Integrations Dashboard at https://my.jive.com/integrations/.
- Click Zoho CRM in the left sidebar.
- Click Link Account. You will then be redirected to Zoho CRM to login and allow Jive to access your account.
- From Settings in the Integrations Dashboard, choose your line.
When you initiate a call from the app, it first sends the call to your desk phone or GoToConnect, waits for you to pick it up, and then finally completes the call to the outbound number.