Zoho CRM VoIP Integration

Streamline your operations with Intulse’s VoIP phone system integration for Zoho CRM. Simplify your processes, boost sales team productivity, and track customers’ journeys. Enjoy features, tools, and more that help make running your business as smooth as possible.

Why VOIP Integration with Zoho CRM?

Bring the ease and integration of Zoho CRM with Intulse VoIP to your team. To stay at the top of their game, your sales and marketing teams need the right tools to help them serve customers. While phone and CRM integrations can be challenging to scale, Intulse is changing the game with easy-to-use software that brings you features you want and need. If your team is tired of wasting time, money, and reputation on solutions that don’t work, now is the time to switch to Intulse.

• Click-to-Call Features: Place phone calls from within Zoho CRM using click-to-call buttons on any phone number, saving time and improving call efficiency
• Pop-up Alerts: Incoming and outgoing calls trigger alerts with caller information. This helps your team deliver informed, quality interactions
• Call Log Sync: Sync your VoIP call log to Zoho CRM automatically or manually with ease so that agents can efficiently log call details and notes
• Automatic Contacts Sync: Sync Zoho CRM contacts to your VoIP widget for easy direct dialing, which are also accessible by search within the Intulse App
• Contacts Activities Access: Quickly add any call notes to a contact’s log. Notes automatically contain all information about the call such as start time, duration, inbound or outbound direction, and a link to the recording if the call was recorded

A Zoho CRM Integration That Works

Harnessing the power of Intulse means more than just a suite of features. You gain a VoIP partner here to help you train, troubleshoot, and maximize your software to best fit your team’s unique needs. The Intulse VoIP phone system integrates deeply with Zoho CRM, and the Intulse App provides the following features:

• Virtual phone for making calls
• Call any client from Zoho desk with ease on the Intulse App.
• Record and monitor phone calls right from your computer.
• Transfer Click on your current call and choose its new destination. Click, Click, done.
• Texting
• Faxing
• Our visual voicemail interface makes listening, saving, forwarding, or deleting just a mouse click away.
• Virtual conference rooms and video conference call management is simple to set up. 
• Customizable “My Phone”
• Easily see everyone in your organization in a straightforward, intuitive interface. See who is currently on hold in your entire organization and retrieve calls as necessary.
• Seamless workflow integration

How does Zoho CRM integrate with Intulse?

First, you need to have the Intulse App installed on your favorite device

1. Click the More icon on the menu
2. Click Zoho in the More menu
3. Click the Authorize Intulse button
   • This will open new window where you can login to your Zoho account and authorize Intulse to access your data in Zoho
4. Once you’ve completed the authorization process you should see in the Intulse app that the process was successful.
5. If you’re an Admin of your Intulse system you can choose if you wish to enable automatic call logging.

WHAT INTEGRATION FEATURES DOES INTULSE PROVIDE?

Intulse provides the following integration features:

• Alerts provide detail on who is calling and offer a direct link to that record in Zoho CRM
• Ability to add detailed call notes
• Call recording
• Click the name of a person on an active call and get an infobox displaying photo, background info, and other important info about that contact
• Have every phone interaction auto-logged as a note in that contact’s record in Zoho CRM
• Leverage our click-to-call feature for every phone number in the Zoho CRM database, and have your caller-id show up as your business number

CAN I USE MY EXISTING PHONE & FAX NUMBERS WITH VOIP?

Yes, almost every active voice/fax number is portable via federal guidelines, meaning you can likely keep your phone number. Intulse can confirm if your numbers are portable as part of the discovery call.

WHAT IF I WANT TO JUST USE MY CELL PHONE FOR VOIP?

That is core functionality of the Intulse App. You can make and receive calls on your Apple/Android device easily, without disclosing your personal cell number.