Zoho CRM — Screen pop, click-to-call and call recording links in Zoho
Your WiseCloud cloud phone system connects to Zoho CRM so calls are logged, contacts are looked up automatically, and your team can dial straight from the CRM.
Zoho CRM + WiseCloud, working together
Calls logged on the Contact record
Calls and chats are logged in the Zoho Contact Card as CRM call records automatically.
Click-to-call from the browser
The 3CX Click2Call browser extension for Chrome or Edge lets your team launch calls directly from Zoho.
Screen pop on incoming calls
The customer's Zoho CRM record is brought up automatically when an inbound call arrives via the 3CX Web Client.
Contact lookup shows caller name
Calls to and from external numbers trigger a Zoho contact lookup, so the caller's name shows on your phone display rather than just a number.
Recording & transcription links
Call recording links — and transcription, where available — are sent through to the Zoho CRM record.
Auto-create new contacts
Create a new Zoho contact directly from the 3CX client for calls from numbers that aren't on file yet.
Zoho CRM integration — quick answers
Does the caller's name show on our phones for Zoho contacts?
Yes — external calls trigger a Zoho contact lookup, so the caller's name displays instead of just their number.
Are call recordings linked in Zoho?
Yes — recording links (and transcription, where available) are sent through to the Zoho CRM record.
Can we call Zoho contacts without dialling manually?
Yes — the 3CX Click2Call browser extension for Chrome or Edge lets you launch calls directly from Zoho.
What license do we need for the Zoho integration?
Server-side CRM integration requires a Pro or Enterprise 3CX license. WiseCloud can confirm what's included with your plan.
See all integrations, or the full Cloud Phone System feature set.
Connect Zoho CRM to your phone system
We'll set up the integration as part of your cloud phone system install — no extra hassle.