How to connect
- In your dashboard, open “Settings”. (On a phone, tap the menu button at the top left first.)
- Find “Your CRM”, then Zoho CRM, and tap “Connect Zoho CRM”.
- Sign in to Zoho and allow access. It works wherever your Zoho account is kept (US, Europe, India, Australia and other regions).
- You come back to Settings with “Zoho CRM connected”.
Only owners and admins of the business can connect or disconnect apps. Members can see them but not change them.
What gets sent
- We look for a contact, then a lead, with the same phone number, then the same email.
- If there's none, we create a lead with their name, phone and email, Company “Not provided”, and the lead score in the description.
- A note, “Phone call with AI receptionist” or “Website chat with AI receptionist”, with the lead score and reason, the result and the summary.
- For phone calls, a call record too: inbound, when it started and how long it was.
What isn't sent
- Calls and chats with no phone number or email.
- Anything scored “Not a lead”, and spam.
- Test calls and test chats from your dashboard are never sent.
Reconnect or disconnect
- If the row says “Needs attention”, it shows what went wrong in plain words. Press “Reconnect” (or change the key) to fix it.
- To stop, press “Disconnect” and confirm. New calls and chats won't be sent to Zoho CRM any more. Nothing already in Zoho CRM is deleted.