Zoho CRM

CRM 提供元: Zoho Corporation コミュニティ

Integrate Cliqtel with Zoho CRM to automatically log calls, match callers to Zoho contacts, and enable click-to-call from within Zoho. Uses the Zoho PhoneBridge API for deep telephony integration.

対応: Professional, Enterprise, Ultimate。
OAuth で接続 アクセス Zoho Corporation →

機能

接続方法

1
Connect your Zoho account
Click Connect below to authorize Cliqtel with your Zoho organization via OAuth.
2
Configure PhoneBridge
Cliqtel will be registered as a telephony provider in Zoho PhoneBridge automatically.
3
Set up call logging rules
Choose which call types to log and configure default activity fields.
4
Test integration
Make a test call and verify the activity appears in Zoho CRM.

要件

API 連携

この連携は OAuth 経由で接続します。SIP トランク設定は不要です。

認証方式
oauth
タイプ
API / Webhook

セットアップ後チェックリスト

  • OAuth connection shows Connected in Cliqtel portal
  • Test call creates an Activity in Zoho CRM
  • Contact lookup matches correctly

Zoho CRM + Cliqtel: ユースケース

Click-to-call from Zoho CRM

Turn any phone number in Zoho CRM into a clickable call button. Cliqtel originates the call through your SIP phone and logs it automatically to the contact record.

Inbound screen pop

When a customer calls your Cliqtel number, their Zoho CRM record opens automatically for your agents — no lookup, no delay.

Automatic call logging

Every call is logged back to Zoho CRM with call direction, duration, outcome, and recording URL (if enabled). No manual data entry.

Frequently asked

Zoho CRM 連携 — FAQ

How do I connect Cliqtel to Zoho CRM?
Click Connect on this page, authorize Cliqtel in Zoho CRM via OAuth, and pick which users should have calling enabled. Setup takes under 5 minutes.
Does Cliqtel work with my version of Zoho CRM?
Cliqtel supports all current and recent versions of Zoho CRM. Check the supported versions list above or contact support if you're running an older release.
How much does it cost to use Cliqtel with Zoho CRM?
Cliqtel has no setup fees, no monthly platform fees, and no channel limits. You pay only for the DID numbers you rent (from EUR 1.49/mo) and the minutes you use. See our pricing page for details.
Can I use my existing phone numbers?
Yes. Cliqtel supports porting for most countries. Contact support with your existing numbers and we'll check portability and timelines (typically 5-10 business days).
Will call events automatically log to Zoho CRM?
Yes. Every inbound and outbound call is logged as a Call/Task/Activity in Zoho CRM with duration, direction, and outcome. Recordings (if enabled) are linked to the record automatically.

他の CRM 連携

Salesforce
Salesforce
Log calls automatically to Salesforce and get screen pops with caller details.
 HubSpot
HubSpot
Sync Cliqtel calls to HubSpot as engagements with automatic contact matching.
 Pipedrive
Pipedrive
Log Cliqtel calls as Pipedrive activities linked to deals and contacts.
 Dynamics 365
Dynamics 365
Sync Cliqtel calls to Microsoft Dynamics 365 as Phone Call activities.

Zoho CRM に接続する準備はできましたか？

OAuth で Zoho CRM アカウントを数秒で接続できます。通話データは自動的に同期されます。

OAuth で接続 すべての連携をブラウズ