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3CX + Zoho

3CX and Zoho CRM, matched call by call

Zoho is popular with Australian small and mid-sized businesses because it does a lot for the money. Connected to 3CX it does more — callers are identified from your contacts and leads, calls log to Zoho's Calls module, and the team dials from the record.

  • Contacts and leads matched as the call rings
  • Calls logged to the Zoho Calls module
  • Click-to-dial from any Zoho record
  • Works with Zoho CRM, Zoho One and Bigin
Get started with Zoho CRM Call 1300 718 857

What it does

3CX and Zoho CRM, call by call

Caller lookup

Inbound numbers are matched against contacts and leads and shown on every 3CX device.

Calls module logging

Each call is logged in Zoho's Calls module against the record, with the owner, direction and duration, so Zoho reports and workflows can act on it.

Click-to-dial

Dial from any Zoho record through the browser extension. Calls run over your 3CX lines.

Zoho One and Bigin

The same connection works whether you run Zoho CRM on its own, inside Zoho One, or the simpler Bigin.

New leads from new callers

Unknown callers can be created as leads automatically, with a source you choose.

Data centre aware

Zoho hosts Australian accounts in its Australian data centre. We connect to the right region so nothing is routed through the wrong one.

Setup

You authorise a Zoho API client with the minimum scopes, we connect it to 3CX and map lookup and logging. Rollout is per user with the browser extension. Most Zoho connections are live within a day.

Zoho Desk too

If your support team lives in Zoho Desk rather than CRM, we can connect that instead or as well — tickets pop for known callers and calls log as ticket activity.

How it is set up

Four steps, usually inside a day

You keep the keys. We do the mapping, the rollout and the looking-after.

1

Authorise

Zoho API client with least-privilege scopes, in the correct data-centre region.

2

Map

Modules to search, what to log, which users.

3

Roll out

Browser extension and a short walkthrough per user.

4

Support

Monitored and maintained by us as Zoho changes.

Common questions about the Zoho CRM integration

Does it work with Bigin?

Yes. Bigin uses the same Zoho platform and the integration connects the same way.

Will Zoho workflows fire on logged calls?

Yes. Calls are written to the Calls module like any other call record, so workflow rules and Blueprints that key off calls will see them.

We are on Zoho's Australian data centre — does that matter?

It matters that we connect to the right region, and we do. Your data stays where Zoho already keeps it.

Still have questions? Talk to a local specialist — no call centre, no scripts. Contact us

Industries

Where Zoho CRM and 3CX usually turn up

Real Estate & Property

Agencies and property managers who live on the phone, work from open homes, and cannot lose a lead.

See how we help

Retail & Hospitality

Shops, venues and multi-site groups where the point of sale, the internet and the phones must stay up through service.

See how we help

Legal & Professional Services

Law, accounting and advisory firms where confidentiality, billable time and reliable communication are non-negotiable.

See how we help

More integrations

Also connected to 3CX

All 69 integrations

HubSpot

Caller ID from HubSpot contacts, calls logged as HubSpot call activities, click-to-dial — without paying for HubSpot calling minutes.

3CX + HubSpot

Salesforce

Leads, contacts and accounts looked up as calls ring, calls logged as Salesforce tasks, click-to-dial from Lightning.

3CX + Salesforce

Microsoft Dynamics 365

Contacts, accounts and leads matched from Dynamics 365 Sales or Customer Service, calls logged as phone call activities.

3CX + Microsoft Dynamics 365

Get a quote

Ready to connect Zoho CRM to 3CX?

Tell us which edition you run and what should happen when the phone rings. We will confirm whether it is a template, middleware or custom work, and quote it.

Prefer to talk?

1300 718 857

Monday to Friday, 8:30am – 5:30pm ACST. 24/7 support for managed customers. Existing customer with a fault? Go to support.

  • Written, itemised quote within one business day
  • No obligation — we will say if you should stay put
  • Titanium 3CX Partner, one of six in Australia
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