Nextiva Zoho Integration
Enable the Zoho CRM phone integration with Nextiva and get more out of every customer call.
Do this and more with Nextiva + Zoho CRM.
Call Logging as an activity
Associate calls to contacts, and your activities are automatically logged across those associations in Zoho when the call completes. Choose to keep the default call notes or edit them as you need.
Hop into your call with Screen Pop
An incoming call pops right onto your screen. One click brings up the customer’s record. Combined with Zoho’s integrated customer experience dashboards, there’s a whole world of data at your fingertips.
Quickly find and call contacts
Use your Zoho instance as an address book, and search for contacts and phone numbers easily. Find a customer number, click to call them, and open their contact record all at the same time.
Add the #1 rated business phone service.
Software integration
Download a desktop application to manage your integration.
Requirements
Supported versions
- Zoho CRM
- Zoho Desk
- Zoho CRM (Phone Bridge)
System requirements
- Requires Nextiva Professional or Enterprise licenses.
- Available for Windows® and Mac computers only.
- Requires Zoho API access.
FAQs: Zoho CRM phone integration
What is the Zoho CRM phone integration?
The Zoho CRM phone integration is a Computer Telephony Integration (CTI). It leverages your cloud phone system to provide additional functionality within Zoho, utilizing phone features like call recording and call logging as activities.
How can I sign up for the Zoho integration?
Just mention it to your account executive or client success manager. They’ll be happy to include the Zoho CRM phone integration in your virtual phone system account.
Does the Zoho CRM phone integration cost anything?
The Zoho CRM phone integration will come on request with certain packages at no additional charge depending on volume, but will be available à la carte to all Nextiva cloud PBX customers at an additional charge. It’s not available out of the box.
Can I click to call within Zoho?
Yes, the Zoho phone integration will ring your desk phone, softphone, or mobile app after you click a phone number in your Zoho instance. Answering your phone will place the call to the phone number selected.
Does the Zoho integration work on all devices?
The Zoho integration can be completed with a desktop application, but works with calls taken from your desk phone, softphone, or mobile app.
Does the Zoho integration work on all calls?
Whether you use Click to Call or your call history to place outbound calls, take an inbound call directly or from a call center/contact center, the Zoho CTI will provide some functionality to your CRM system.
Overview
The Zoho CRM integration connects XBert with Zoho CRM to synchronize customer contacts, cases, and engagement activity in real time. Customer interactions managed in XBert are automatically reflected in Zoho CRM, giving sales and support teams accurate customer context, streamlined workflows, and complete visibility across the customer lifecycle without manual data entry or system switching.
Enhance sales and support operations with unified CRM and communication workflows:
- Contact Synchronization: Automatically create and update Zoho CRM contact records based on customer activity in XBert.
- Case Management: Convert XBert tickets into Zoho CRM Cases and continuously sync engagement updates.
- Activity Visibility: Ensure sales and support teams have access to real-time customer interaction history and case progress.
- AI-Powered CRM Actions: Enable Xbert AI Employees to create leads, update contacts, and manage cases directly from conversations.
Requirements
- Active XBert account
- Active Zoho CRM account with appropriate permissions
FAQs
Does the Zoho CRM integration support automatic contact and case syncing?
Yes. Contacts and cases created or updated in XBert are automatically synchronized with Zoho CRM, including engagement activity tied to customer interactions.
What Zoho CRM information can users access inside XBert?
Users can search and retrieve Zoho CRM contacts and cases directly within XBert, giving teams immediate access to customer and support information.
Can Xbert AI Employees manage CRM records automatically?
Yes. Xbert AI Employees can create leads, update contacts, create cases, and retrieve CRM information directly from customer conversations.
Does this integration reduce manual CRM administration?
Yes. Automated synchronization and AI-driven CRM actions eliminate repetitive manual data entry while improving record accuracy and operational efficiency.
