CircleLoop's Zoho Integration | Efficiency And Flexibility
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CircleLoop's Zoho Integration | Efficiency And Flexibility

We're excited to announce that CircleLoop's fantastic integration with Zoho is now live and ready to install!

This powerful integration features instant contact syncing between Zoho and CircleLoop, click-to-call from Zoho, and automatic call activity logging including transcriptions and call recordings. It also offers our fantastic Zoho Native Dialler which allows you to make and receive calls inside your CRM, make in-call and after call notes and create new Zoho contacts from CircleLoop.

 

 

 

Introducing CircleLoop & Zoho
(And why you'll want it)!


Contact Sync

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CircleLoop for Zoho puts all of your contact data where you need it, with automatic syncing straight into your CircleLoop phone system. So now you can quick access all of your contacts no matter where you are and, what's more, you'll always know who's calling.

Zoho Native Dialler

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Our powerful native dialler means you never need to leave Zoho, allowing you to make and receive phone calls inside your CRM. Recognised contacts link you to their record in Zoho, whilst unknown contacts can be added to Zoho directly from the dialler. You can also take notes during and after the call, which are then synced with Zoho with one click!

Click to Call

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When you're working in Zoho you no longer need to click out, or copy/paste phone numbers across. CircleLoop for Zoho features instant click-to-call, allowing you to make calls quickly and easily direct from your CRM.

Call Activity Logging

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All calls to and from your Zoho contacts are automatically logged as notes against that person in Zoho. This includes made, received, missed, attempted calls, voicemail (including transcription) and call recordings. And you're in control of exactly what you want to be logged. 

Desktop & Mobile Apps

APPS SETTINGS

You can use your CircleLoop for Zoho integration whilst you're in the office, or on the move, with powerful desktop and mobile apps ready to keep you and your team working, wherever you are.


Ready to find out more? Our Zoho integration is available for all CircleLoop customers, at no additional cost. Head over to our integrations site and link your accounts up there.

Not yet a CircleLoop customer, but want to give the CircleLoop-Zoho integration a spin? Not a problem! Get started with your free 14 day trial right here.