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CircleLoop + Zoho CRM Phone Integration

Keep your team in Zoho CRM, make better calls, log and track client communications effortlessly.

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CircleLoop + Zoho
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Zoho CRM Phone Integration

As one of the leading CRM platforms, Zoho CRM helps empower thousands of businesses across the world to generate leads and engage with their customer base. Time can often be lost in making calls, managing teams and hunting down caller details and notes, and that’s where CircleLoop comes in.

How does CircleLoop Integrate with Zoho CRM?

CircleLoop offers seamless integration with the Zoho CRM platform, to allow users to make phone calls, export and sync contacts, track calls, make notes and more. CircleLoop allows for full Zoho CRM automation, with the ability to call your Zoho contacts directly through the CircleLoop app when you’re on the go. Our integration with Zoho CRM allows for call tracking, call recording and SMS logging, all at the click of a button. For more information on the Zoho Integration process, check our guide on integrating CircleLoop with Zoho. Once CircleLoop is integrated with Zoho CRM it works effortlessly alongside the platform. CircleLoop also integrates with other Zoho services such as Zoho Desk.

Benefits of CircleLoop’s Zoho integration for your team

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Instantly know who’s calling

CircleLoop identifies the caller and gives you a direct link to Zoho CRM, plus full contact syncing. Your Zoho contacts will automatically sync into your CircleLoop phone system, so there’s no chance you’ll not know who the caller is.

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Better customer management

No need to leave the Zoho platform to speak to clients. All of your calls can be made or received in-app using the Zoho phone dialler created by CircleLoop.

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Instant access to call analytics

Everything is logged automatically in Zoho CRM, so you can view call details like answer rate, call length, attempted calls, and more. This then gets automatically logged to a contact on Zoho without you needing to do anything.

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Type notes during or after calls

CircleLoop's native Zoho dialler allows you to leave enhanced call notes. Each contact’s notes can be edited or added to while you’re on the call, as well as after.

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Zoho phone calls on the move

Quick search customers or prospects in CircleLoop's app. You can access all of your Zoho CRM contacts in the CircleLoop app. If you’re out and about you’ve not got to worry about accessing Zoho, as long as you have your CircleLoop app on your phone.

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Sales process development

Call recording and logging allows better feedback on lead quality. This can be set up at the click of a button, and once you do, it automatically adds call recording and call logs to a contact in Zoho.

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Instant access to all comms data

You already log your email & chats, add your phone to close the loop with Zoho CRM call logging. CirlceLoop lets you gain oversight of all your communication data from a contact on Zoho in one place.

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Zoho call recording

Record any calls you make or received directly through Zoho. Setting this up only takes a couple of clicks, and then all calls recorded get automatically logged to a contact or prospect.

Frequently Asked Questions about CircleLoop’s Zoho CRM Integration

What’s the Zoho native dialler?

We’ve developed a dialling system for Zoho that lets you dial numbers and contacts directly within the Zoho CRM platform.

The dialler links you directly to recognised contacts and also lets you make notes within it. If it’s a new contact the dialler lets you add them directly into Zoho.

What other features does CircleLoop offer?

As a cloud-based business phone system, CircleLoop can offer a number of other functions in addition to the integration with Zoho. Your number will work on any device with the CircleLoop app installed, plus free conference call capabilities and a whole host of other features.

If you want more information on CircleLoop features, check out our page

Can I synchronise my Zoho contacts with CircleLoop?

You can synchronise your Zoho contacts with CircleLoop as soon as it’s installed. This integration means you can access your Zoho contacts on the go through the CircleLoop app.

How do I track calls with Zoho?

This is done automatically within the CircleLoop app and goes straight into Zoho. Once you’ve installed the app it’s as simple as ticking the box to track your calls.

Smart features that save you time and money

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Self Service

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desktop and mobile apps

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DESK-PHONE OPTIONAL

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Retain existing numbers

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voicemail

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Set working hours

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Call transfer

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Notifications

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Conference Calling

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Call recording

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call greetings and menus

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call forwarding

Simple pricing

No contract, no set-up fees, no nasty surprises.

Offer

RECOMMENDED

Make 15 + mins of calls a day

Unlimited

£15

+ VAT monthly per user

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Includes 1 UK Number

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All CircleLoop features

(Including call recording, conference calling & voicemail to text)

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Unlimited inbound calls

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Unlimited outbound calls

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International calls

From 3p / min

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SMS

4p / message

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No set-up or activation fees

Pay As You Go

£5

+ VAT monthly per user

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Includes 1 UK Number

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All CircleLoop features

(Including call recording, conference calling & voicemail to text)

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Unlimited inbound calls

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UK outbound calls

From 3p / min

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International calls

From 3p / min

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SMS

4p / message

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No set-up or activation fees

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14 day free trial, no credit card required

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Unlimited inbound calls

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Flexible packages

See the CircleLoop + Zoho integration in action

Start your FREE CircleLoop trial today

Setup only takes a couple of minutes. 14 day free trial - no card details required.

Already using Circleloop?

All you need to do is link your CircleLoop & Zoho accounts.

See our guide on How to set up Zoho integration.

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