WysywigTabs

The Dialpad for Zoho CRM integration helps sales and support teams stay focused and productive by connecting real-time voice with CRM workflows. With automatic call logging, smart contact matching, and live access to customer records, agents can reduce app switching and personalize every conversation.

Recent enhancements include a refreshed interface, improved record matching, and the ability to log calls to custom modules—making it even easier to align with your CRM setup. Whether managing leads or resolving support issues, teams can work faster and with more context, all from one place.

• Automatic call logging for inbound and outbound calls across leads, contacts, and accounts

• Real-time contact matching based on phone, email, and name, with easy record selection when multiple matches are found

• Custom module support so you can log calls beyond the standard contacts module

• Improved search within the Dialpad-Zoho integration widget to find the right records faster

• In-call record creation for new Zoho leads or contacts without leaving Dialpad

• Call summaries and Ai insights (like Ai CSAT, action items, and outcomes) automatically pushed to Zoho activity records

• Call recordings and transcripts included in activity logs for eligible calls

The updated version of the Zoho CRM integration is available as part of our early access program. Please contact [email protected] for access. 

It is available at no additional cost for Dialpad Connect, Sell, and Support users on Pro or Enterprise plans. 

To use this integration, customers must have a Zoho CRM edition that includes Standard, Professional, Enterprise, or Ultimate.