Zoho CRM 集成—

功能

PhoneBridge telephony integration
Automatic call logging to Zoho Activities
Contact lookup on inbound calls
Click-to-call from Zoho contacts and leads
Call disposition sync
Works with Zoho CRM and Zoho Desk

如何接入

Connect your Zoho account

Click Connect below to authorize Cliqtel with your Zoho organization via OAuth.

Configure PhoneBridge

Cliqtel will be registered as a telephony provider in Zoho PhoneBridge automatically.

Set up call logging rules

Choose which call types to log and configure default activity fields.

Test integration

Make a test call and verify the activity appears in Zoho CRM.

前置要求

Zoho CRM Professional or Enterprise
Zoho admin access for OAuth authorization
At least one active Cliqtel SIP trunk
Cliqtel numbers with active call routing

API 集成

此集成通过 OAuth 连接。无需配置 SIP 中继。

鉴权方式

oauth

类型

API / Webhook

接入后核对清单

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

Zoho CRM + Cliqtel：应用场景

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.

Zoho CRM 集成——常见问题

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.

Zoho CRM

功能