Your service provider may be supplying an earlier release and the level of features supported may vary.
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Zoho CRM

Integration Type

Client Add-in

Add-in Classification

Standard

Product / License Type

DB

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Zoho Corp.

Application:

Zoho CRM

Version:

Standard, Professional, Enterprise, Plus

Market:

General CRM

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via Go Integrator:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features

Integration with Notes

Notes / Advisories

Zoho CRM API access is required on the users account profile.  The Zoho API has limits, as detailed here: https://www.zoho.com/crm/help/api/api-limits.html Therefore, on high usage sites it is recommended that the Zoho addin is configured to use ‘Cache'. For details of the Live searching limitations, please refer to the Zoho Addin Guide. Zoho are disabling their Zoho CRM v1 API on the 31st of December 2019, to be replaced with Zoho CRM v2 API. For continued support of the integration, a CRM add-in library of 1907 or higher is required.

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Optional.

References

  1. Watch Integration Video
  2. Zoho CRM (Product Website)
  3. Zoho Corp. (Manufacturer Website)