Will it create duplicates in Zoho CRM?

No. Callizy looks the number up in Zoho CRM before writing: the call lands on the existing record. A contact is created only when 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 plan?

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

Expected: Zoho sent them like any other contact. Delete them in Zoho (Setup, Data Administration, Remove sample data): they will be archived in Callizy.

Callizy

+1 (438) 533-8446

Zoho CRM

Official integration, by Callizy

Every call on the Zoho contact, playable in Zoho

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.

Connect Zoho CRM Try for free

Plans: Team and Business, included
Category: CRM
Tool: Zoho CRM

Zoho CRM/Contacts

Karim Haddad

Haddad Import inc.

Phone: (450) 555-0191
Lead source: Inbound call

TimelineCallsNotes

Inbound call · 3 min 47 s

Yesterday, 4:52 p.m.

Description

Karim asks for a price on 200 cases delivered to Laval. Call back tomorrow morning with the quote.

3:47

Note added · 3 days ago

Call from Karim Haddad

Yesterday, 4:52 p.m. · 3 min 47 s

Playable in Zoho, file attached

Logged in Zoho CRM

Both ways, nothing to type

Contacts go both ways, whether Zoho is hosted in Canada, the US or Europe. A “Call with Callizy” button on the record starts the call.

Appel Zoho CRM avec lecteur audio et résumé Callizy

The call in Zoho: the audio player, the summary and the transcript.

A manager connects the tool once

After that, every team call is logged on its own.

Connect Zoho CRM

1
Open Callizy integrations
In Callizy, Configuration menu, then Integrations. Click the Zoho CRM card, then Connect Zoho CRM.
2
Accept in Zoho CRM
The Zoho CRM screen opens. Sign in with an admin account and accept. You come back to Callizy and see “Connected to …”.
3
That is it
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

An admin creates it once, for the whole organization. The small green phone next to the number is Zoho’s, not Callizy’s.

1
Contacts module buttons
Gear, Setup, Customization, Modules and Fields, Contacts, Buttons tab, Create a custom button.
2
Name, action, placement
Name: Call with Callizy. Action: Invoke a URL. Page: In the record. Position: Details.
3
Paste the address, then add the Phone field
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.
4
New tab, all profiles, Save
Button action layout: New tab. Profiles: Administrator and Standard. The button is on the record, next to “Edit”.