Zoho CRM + TrioPBX
Auto-log every call, click-to-call from Zoho, screen pop on incoming, and attach recordings—so reps sell, not type.
What you get with the Zoho CRM integration
Fewer clicks, better data hygiene, faster follow-ups.
Click-to-Call & Screen Pop
Call directly from Leads/Contacts/Deals and open the matching Zoho record when a call arrives.
Automatic Call Logging
Log direction, duration, agent, disposition, and optional recording URL with zero manual work.
Notes & Dispositions
Push call notes and outcomes into Zoho tasks/activities so managers can report on pipeline quality.
Privacy Controls
Select which calls to record/attach and show consent prompts per region.
5-Minute Setup
- In TrioPBX, go to Integrations → Zoho and click Connect Zoho.
- Sign in to Zoho and authorize requested scopes.
- Choose default objects to log against (Lead/Contact/Deal) and enable screen pop.
- Map TrioPBX agents ↔ Zoho users; set “Attach recording URL” on/off.
- Click Save and place a test call.
How to auto-log calls to Zoho (example flow)
Typical mapping used by customers.
- Match rule: incoming Caller ID → Zoho Contact; fallback → Lead.
- Create activity: “Call – {{Direction}}” with duration, agent, queue/IVR.
- Optional fields: Disposition, tags (e.g., “Hot lead”), recording URL.
- Post-call task: create a follow-up task if call missed or disposition = “Callback”.
Compliance tip: enable call-recording announcement where required and store recordings per your policy.
Power up Zoho with cloud calling that just works
Pair Zoho with TrioPBX’s Hosted PBX, Call Center, and Voice AI Agents.
Request Demo Explore VoIP Services