Native Integration

    Zoho Voice provides native integrations with Zoho CRM, Desk, Recruit, Bigin and ManageEngine ServiceDesk Plus Cloud (SDP Cloud), enabling users to make and receive calls through ZDialer without needing to leave their workspace. This integration supports click-to-call, incoming call pop-ups, automatic call logging, and real-time call handling, improving operational efficiency and reducing the need to switch between applications.
     

    What do you get with this Integration?

    • Get caller details in screen pop-ups from Zoho CRM, Desk, Recruit, Bigin, or SDP Cloud to instantly identify who's calling.

    • Make and receive calls directly from Zoho CRM, Desk, Recruit, Bigin, or SDP Cloud using ZDialer.

    • Automatically detect phone numbers and initiate calls using click-to-call functionality in the integrated platforms.

    • Bulk import users from Zoho CRM, Desk, Recruit, Bigin, or SDP Cloud and create them as Zoho Voice users.

    • Automatically log all calls made using your business phone numbers.

    • Perform post-call actions such as adding dispositions, call notes, and scheduling follow-up tasks, all within ZDialer, without switching between applications.

    • For Zoho Desk and SDP Cloud, you can predefine conditions for when a ticket should be created. For example, automatically generating a ticket for all missed calls.
       

    Native Integration Guides

    Zoho Voice - Zoho CRM Native Integration

    Zoho Voice - Zoho Desk Native Integration

    Zoho Voice - Zoho Recruit Native Integration

    Zoho Voice - Zoho Bigin Native Integration

    Zoho Voice - SDP ServiceDesk Plus On-Demand Native Integration

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