Integrations · CRM

Zoho CRM + your AI receptionist

After every call, matches the caller to a Contact or Lead by phone (or creates a Lead) and adds the call summary as a note — in whichever Zoho data centre you use.

Type

CRM

Status

Available

Suits

Any business

What happens on a call

When the call ends, the caller is matched in your CRM by phone number (or email), or added as a new contact, and a note is written against them: who called, when, what they wanted, what was agreed, and the conversation itself. It happens in the background after the call, never while the caller is waiting, and each call is written once — even if the phone line reports it twice. You can press “Send a test call” in Apps & Connections to see exactly what lands.

Setting it up

  1. 1In your dashboard open Apps & Connections → Zoho CRM and choose your data centre (crm.zoho.eu → eu, crm.zoho.com → us, crm.zoho.uk → uk).
  2. 2Create a Self Client in api-console.zoho.com, then paste its client ID and secret and a freshly generated code.
  3. 3Press “Send a test call”: a Lead appears with the call as a note.

Built to the vendor’s published API. Connect & test checks it works with your own account before any caller relies on it.

Good to know

  • Existing Contacts and Leads are matched by phone first; new callers are created as Leads (or Contacts, if you prefer).

If something goes wrong

A connection never breaks a call: Zoho CRM is written to after the call has ended, in the background. If Zoho CRM can’t be reached, the call is still in your dashboard and your usual email or text summary, and the failure is shown on the Zoho CRM card in Apps & Connections. Keys and sign-ins you give us are encrypted and never shown back.

Questions people ask

What does the Zoho CRM connection do?

After every call, matches the caller to a Contact or Lead by phone (or creates a Lead) and adds the call summary as a note — in whichever Zoho data centre you use.

How do I connect Zoho CRM?

In your dashboard open Apps & Connections → Zoho CRM and choose your data centre (crm.zoho.eu → eu, crm.zoho.com → us, crm.zoho.uk → uk). Create a Self Client in api-console.zoho.com, then paste its client ID and secret and a freshly generated code. Press “Send a test call”: a Lead appears with the call as a note.

Is there anything Zoho CRM can’t do?

Existing Contacts and Leads are matched by phone first; new callers are created as Leads (or Contacts, if you prefer).

Who is Zoho CRM with Silux Voice best for?

Any business. After every call the caller is found (or added) as a contact and the call is logged against them, where your team already works.

Try it with your own Zoho CRM

Start the 14-day free trial — no card — connect Zoho CRM, and ring your own number.

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Related

Every industry setup

23 ready-made setups, each a starting point you can change.

All integrations

Every calendar, booking system, till, CRM, job-management tool and helpdesk we connect to.

Salesforce

Creates the lead or case from each call.

HubSpot

After every call, finds the caller in HubSpot by phone or email (or creates the contact) and logs the call summary as a note on their timeline; can open a deal for new callers.

Pipedrive

After every call, finds or creates the caller as a Person, adds the call summary as a note, and puts new enquiries in your Leads Inbox.