Zoho CRM

Connect works with these parts of Zoho CRM:

• Searching contacts and leads.
• Caller ID for contacts and leads.
• Opening the matching record automatically when a call is answered, known as screen popping.
• Logging calls against contacts and leads.

For the helpdesk product, see Zoho Desk.

Requirements

Caller ID relies on matching phone numbers, so store your Zoho numbers in a consistent format and tell Connect which one you use. Set Phone Number Format under Settings then CRM Settings.

Screen popping and activity logging also need the fields below to be visible in Zoho. Each one must be readable by every user level and appear on at least one layout.

Contacts:

• Phone
• Mobile
• First_Name
• Last_Name
• Full_Name

Leads:

• Phone
• Mobile
• First_Name
• Last_Name
• Full_Name