Phone & SMS Integration for Zoho

Close more deals with seamless calling and texting from Zoho.

Take the work out of admin work

Boost productivity and win rate when you integrate your phone calls and texts with Zoho. Integrate with a single click to eliminate 80% of the busywork from sales and spend more time closing deals and crushing quota.

Dial uninterrupted – send follow up emails and move deals to the next stage with a single click.

Never forget a new lead – create and update contacts automatically when you call with Kixie.

Breathe easy – your calls, texts, recordings and outcomes are logged automatically.

Integration Setup

Integrating Kixie with Zoho takes just a few clicks, with no further setup or configuration required. All Kixie plans have a native integration with all paid versions of Zoho CRM, and require no additional software to set up or use.

CRM logging

Calls: Kixie automatically logs all calls to the appropriate lead or contact page in Zoho.
Call recording: Kixie logs all call recordings as part of every logged call. Kixie provides unlimited free cloud storage for all call recordings for the lifetime of your account.
Call outcomes: Call outcomes and notes logged in the Kixie dialer appear on the contact record as Closed Tasks.
Schedule a followup task: During or after a call, users can schedule a Task in Zoho from inside the Kixie dialer.
Text messages: Kixie logs all inbound and outbound text messages in Zoho as completed SMS Tasks.
Associated pages: All of the above items are also logged on any account or opportunity pages associated with the contact/lead.

Contact info

Any time a call is made to or received from a Zoho contact, Kixie automatically displays that contact's pertinent information (such as name, title, company, deal and deal size, and email address) in the Kixie dialer. Zoho contact info can also be edited or updated inside the Kixie dialer during or after the call.

Contact creation

Kixie automatically creates a new contact in Zoho any time a call is made to or received from a number that is not associated with an existing contact. The agent who made or received the call will automatically be made the contact owner, and the contact will be given a first and last name (pulled from the CNAM database). These contacts can be edited right inside the Kixie dialer, before or after the call has ended.

Workflow automation

Kixie has the ability to trigger automated Zoho workflows of any kind. Use Kixie call outcomes (including custom outcomes), scheduled activities, or SMS or calls that meet certain criteria to trigger a workflow in Zoho. This opens up a world of possibilities, including the ability to send (or schedule send) an email, update deal stage, send a Slack message, create a Trello card or Asana task, and much more, all with a single click inside your Kixie dialer.

"Most Useful tool to make calls with our Zoho CRM." - Ray S. | Sales Manager

Simply the best Zoho phone integration

Turn Zoho into a full-fledged sales engagement platform with powerful calling and texting features.

Reach 4x more leads with advanced AI-powered local presence
Save up to 3 hours a day with voicemail drop and SMS templates

PowerDial up to 10 leads in parallel from your Zoho contacts
See a 200% increase in connection rate using Automated LeadCaller

Switch to Kixie

We are able to communicate easier with our clients. The dialer has a very easy system that shows us how to record voice mails a lot quicker and as well as texting through the app. This software is compatible with our CRM. Kixie and Zoho automatically record all the calls that our company makes or receives.

Nathan B. | Executive Assistant (Management Consulting, 11-50 employees)

Trusted by 5000+ sales teams worldwide

Ready to employ a more intelligent phone system?

Kixie requires no system changes and is compatible with most CRMs

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