# Connect Zoho CRM Every call on the Zoho contact, playable in Zoho. - Role: Manager - Team and Business plans - Duration: 2 min - On: Web - Learning Centre: https://callizy.ca/en/apprendre/zoho-crm - Integrations path · Lesson 2 - Open this screen in Callizy: https://app.callizy.ca/en/manager?view=integrations-marketplace&app=zoho - The page on callizy.ca: https://callizy.ca/en/integrations/zoho ## What the integration does Callizy connects your phone to Zoho CRM. Every call becomes a Zoho call on the contact: type, duration, summary and transcript in the description. The recording plays right inside Zoho, and the file is attached to the contact record. Texts become notes. Contacts go both ways, whether Zoho is hosted in Canada, the United States or Europe. A “Call with Callizy” button on the record starts the call. ## Before you start - Be a manager on the Callizy account. - A Zoho CRM admin account. - The Team or Business plan. ## Step by step 7 steps, about 2 min. Screenshots show Callizy in French. Button names are given in English. **Connect Zoho CRM** ### 1. Open Callizy integrations (30 s) In Callizy, open **Administration**, then **Settings** and **Integrations**. Click the **Zoho CRM** card, then **Connect Zoho CRM**. Menu: Administration › Settings › Integrations ### 2. Accept in Zoho CRM (30 s) The Zoho CRM screen opens. Sign in with an admin account and accept. You come back to Callizy and see “Connected to …”. ### 3. That’s it (10 s) One person connects, for the whole company. After that, every call from every team member is logged. The settings at the bottom of the panel can be changed at any time. **Create the “Call with Callizy” button** ### 4. Contacts module buttons (30 s) An admin creates it once, for the whole organization. The small green phone next to the number is Zoho’s, not Callizy’s. Gear icon, **Setup**, **Customization**, **Modules and Fields**, **Contacts**, **Buttons** tab, **Create New Button**. ### 5. Name, action, placement (30 s) **Name**: Call with Callizy. **Action**: Invoke a URL. **Page**: In Record. **Position**: Details. ### 6. Paste the address, then add the Phone field (30 s) In **URL**, paste this address. Cursor after the equals sign, then in **Fields**: **Contacts**, **Phone**. Zoho inserts the token itself; do not type it by hand. ``` https://app.callizy.ca/call?number= ``` ### 7. New tab, all profiles, Save (30 s) **Action layout**: New tab. **Profiles**: Administrator and Standard. The button is on the record, next to “Edit”. ## What you’ll see ![A call record in Zoho CRM: the “Voice recording” player and a description that holds the Callizy call summary, followed by the start of its transcript.](https://callizy.ca/images/apprendre/integrations/zoho-1.webp) The call in Zoho: the audio player, the summary and the transcript. ![A contact’s record in Zoho CRM: at the top right, the “Call with Callizy” button, next to “Send email” and “Edit”.](https://callizy.ca/images/apprendre/integrations/zoho-2.webp) The “Call with Callizy” button on the contact record. ## Key points - One person connects Zoho CRM, for the whole company. - Callizy looks up the number in Zoho CRM before writing: no duplicates. - The summary, transcript and recording follow the call within a minute. ## Settings - **Calls and voicemails on the record**: Every completed or missed call and every voicemail, with the duration, summary, transcript and recording. - **Texts on the record**: Texts received and sent. - **Create unknown contacts**: A missing caller becomes a contact, with the name from the Callizy address book if it is there. - **Import contacts**: A contact created or edited in the tool reaches the Callizy address book within seconds. A deleted contact is archived. ## Not working? ### The small green phone does not call with Callizy 1. That one is Zoho’s. Create the “Call with Callizy” button: see step 3. ### The button opens an empty number 1. In the button address, insert the **Phone** field from **Fields**: do not type the token by hand. ### Zoho’s sample contacts are in Callizy 1. Delete them in Zoho (**Setup**, **Data Administration**, **Remove sample data**): they will be archived in Callizy. ## Frequently asked questions ### Does it create duplicates in Zoho CRM? No. Callizy looks up the number in Zoho CRM before writing: the call lands on the existing record. A contact is created only if the number is unknown, and only if the setting is on. ### When do the summary and recording arrive? The call shows up as soon as it ends. The summary, transcript and recording follow within a minute. A call of a few seconds has no summary. ### What does the call button open? The Callizy web softphone, on the contact’s number, in a new tab. You need to be signed in to Callizy in that browser. ### Is it included in my subscription? Yes, in the Team and Business plans, at no extra cost. The Solo plan does not include it. ### Zoho’s sample contacts showed up in Callizy That is normal: Zoho sent them like any other contact. Delete them in Zoho (**Setup**, **Data Administration**, **Remove sample data**): they will be archived in Callizy. Updated October 27, 2026.