How does Callizy connect to Zoho CRM?

A native integration. A manager connects Zoho CRM from Callizy’s integrations, in two clicks, no developer needed. After that, contacts sync and every call logs itself.

Will it create duplicates in Zoho CRM?

No. Callizy looks the number up in Zoho CRM before writing anything: the call lands on the existing record. A contact is created only when the number is unknown, and only if the “Create unknown contacts” setting is on.

A Callizy manager who is also a Zoho CRM admin. Once for the whole company. Agents have nothing to do.

What does the call button open?

The Callizy web softphone, on the contact’s number, in a new tab. The person needs to be signed in to Callizy in that browser. The call goes out from their line, like from the dashboard.

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, once Callizy has produced them. A call of a few seconds has no summary.

Two contacts share a number?

Callizy looks the number up in Zoho CRM. The first match receives the call. Keep one number per contact so everything lands in the right place.

Zoho CRM card in Callizy, Disconnect link at the bottom of the panel. What was already written in Zoho CRM stays there. Nothing flows after that.

Is it included in my plan?

Yes, in every plan, at no extra cost.

Where do I listen to the recording?

On the call, Voice recording field: a player, right inside Zoho. The audio file is also under Attachments on the contact record, named with the call date.

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

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Integrations/Zoho CRM

Every call logged on the right Zoho CRM record

Callizy connects your phone to Zoho CRM: every call, text and voicemail lands on the right contact, with the AI-written summary and the recording playable in Zoho. Nothing to type after a call.

Native integrationTwo-way contact syncLive in two minutesIncluded in every plan

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What flows, and where

Calls

Every call becomes a Zoho call (Calls module) on the contact: type, duration, summary and transcript in the description. The Voice recording field plays the audio in Zoho, and the file is also attached to the contact record.

Voicemails

A missed call, transcript in the description.

Texts

A note on the contact, received and sent.

Contacts, both ways

A Zoho contact reaches Callizy within seconds. A new caller becomes a Zoho contact.

What syncs with Zoho CRM

Everything that happens on the phone, on the matching contact record, automatically.

Callizy	Zoho CRM	Direction
Contacts	Matched by number, or created	Two-way
Calls	Inbound, outbound and missed, with duration	Auto-logged
Summary and transcript	Written by Callizy’s AI, on the call	Auto-logged
Recordings	Playable in Zoho CRM	Auto-logged
Voicemails	With the transcript	Auto-logged
Texts (SMS)	Received and sent, on the record	Auto-logged

Contact sync runs continuously. Calls, texts and summaries log the moment they finish.

Logging by hand, or with Callizy

By hand

Typing a note after every call, or forgetting
Records already out of date by end of day
What was said stays in the agent’s head
The manager has no view of the conversations

With Callizy

Every call written on the record the moment you hang up
Zoho CRM and Callizy always in step
Recording, transcript and summary on the record
The manager reads every conversation, without asking

Connect Zoho CRM

One person connects, once, for the whole company: a Callizy manager who is also an admin of the CRM. After that, every call from every team member is logged.

1
Open the integrations catalogue
In Callizy, Configuration menu, then Integrations. Click the Zoho CRM card.
2
Click “Connect Zoho CRM”
The Zoho screen opens. Sign in with an admin account and accept. Zoho hosted in Canada, the US or Europe: all three work. You come back to Callizy and see “Connected to …”.
3
Done
Calls, voicemails and texts start flowing right away. The four settings at the bottom of the panel can be changed at any time.

The “Call with Callizy” button on the record

Zoho does not install a button on its own: an admin creates it once, for the whole organization. Five minutes. The small green phone next to the number is Zoho’s, not Callizy’s.

1
Open the Contacts module buttons
In Zoho: gear at the top right, Setup, Customization, Modules and Fields, Contacts, Buttons tab, then Create a custom button.
2
Name it and place it
Button name: Call with Callizy. Define an action: Invoke a URL. Select page: In the record. Position: Details. Layouts: all.
3
Paste the address
In URL, paste this address, as is, with nothing after the equals sign:
4
Add the Phone field
Cursor right after the equals sign. In Fields, to the right of the box: Contacts, then Phone. Zoho inserts the field token itself (for example ${Contacts.Phone}). Do not type it by hand: its name depends on your account language.
5
New tab, all profiles
Button action layout: New tab. Profiles: Administrator and Standard. Save. Open a contact record: the button is there, next to “Edit”.

The four settings

In the Callizy Zoho CRM panel, under the connection status. All on by default. A manager changes them at any time, the effect is immediate.

Calls and voicemails on the record

Every completed or missed call and every voicemail, with duration, summary, transcript and recording.

Texts on the record

Texts received and sent.

Create unknown contacts

A caller missing from the CRM becomes a contact, with the name from your Callizy address book when it is there. Uncheck to only log contacts that already exist.

Import contacts

A contact created or edited in the CRM is created or updated in the Callizy address book within seconds. A deleted contact is archived in Callizy.