Zoho CRM connector

Zoho CRM Call Logging and Click-to-Call

Edesy logs every call on your Indian business number into Zoho CRM's Calls module, linked to the matching Lead or Contact and owned by the user who took it. Missed calls are marked as missed and each log carries the recording link. A button on Leads and Contacts rings your phone first, then the customer. Click-to-call is Rs 1.50/min, with no connector fee.

Calls module

Linked to the Lead or Contact

Any Zoho DC

.com, .in, .eu, .com.au and more

Rs 1.50

Per minute, click-to-call

Rs 0

Connector fee

Sign in with Zoho

Missed calls logged

Recording link on every call

Call button on Leads and Contacts

Edesy for Zoho CRM at a glance

What the connector writes and what you need

ItemDetails
How it connectsSign in to Zoho as an administrator from Edesy and approve access. Orgs in any Zoho data centre work
Where calls goZoho's Calls module, one record per call
Linked toThe Lead or Contact whose Phone or Mobile matches the caller; calls placed from a lead's page are always linked to that lead
OwnerThe mapped Zoho user who took or placed the call
SubjectInbound call from, Missed call from, Outbound call to or Unanswered call to the customer's number
RecordingLink in the call's description, valid for two years
Click-to-callAn Open a URL button on Leads and on Contacts; your phone rings first, then the customer
Which calls are loggedCalls to your Edesy forwarding numbers and calls placed with the button
PriceRs 1.50/min click-to-call, Rs 1.00/min forwarded calls, plus number rental. No connector fee. Excludes 18% GST
Set up invoice-app.edesy.in, Settings, CRM integrations, Connect Zoho CRM

Set up Zoho CRM calling

Sign in, map users, add one button

  1. Step 1 of 5: Connect Zoho CRM

    In voice-app.edesy.in, Settings, CRM integrations, click Connect Zoho CRM and sign in as a Zoho administrator. Approve access.

  2. Step 2 of 5: Map your users

    On the Users tab, enter the phone each Zoho user answers calls on. Calls forwarded to that phone are logged as theirs.

  3. Step 3 of 5: Add the call button

    In Zoho: Setup, Customization, Modules, Leads, Links and Buttons, New Button, Open a URL. Paste the Button URL for Leads from the Set up tab, then repeat for Contacts.

  4. Step 4 of 5: Click to call

    Click the button on a lead. Your phone rings first, then the lead's, showing your Edesy number.

  5. Step 5 of 5: Check the Calls list

    The call appears under the lead's Calls with owner, duration and recording link. Inbound and missed calls to your forwarding numbers appear the same way.

What lands in Zoho CRM

A complete call history on every lead and contact

One Calls record per call

Direction, start time, duration, the customer's number and a subject that says what happened.

Linked to the right record

Matched to the Lead or Contact by phone number, or to the record you clicked from.

Owned by the right user

The mapped user who took or placed the call owns the record. Unmapped calls are still logged, without an owner.

Missed calls

Unanswered inbound calls are logged as missed, so nobody forgets to call back.

Recording link

The recording link goes in the call's description. Late recordings are added to the record when they arrive.

Retries and reconnect

If Zoho refuses a write, the call is retried. If access is revoked, the workspace owner gets an email and waiting calls are logged after you reconnect.

Zoho CRM telephony integration: FAQ

Bringing calls into Zoho CRM?

Tell us your team size and call volume. We reply within one working day with a setup plan.

Connect Zoho CRM

Sign up, buy a number and open Settings, CRM integrations. Rs 20 welcome credit, no card needed. Prices exclude 18% GST.