{"id":23507,"date":"2023-05-17T09:50:43","date_gmt":"2023-05-17T07:50:43","guid":{"rendered":"https:\/\/fonvirtual.com\/en\/?p=23507"},"modified":"2026-07-28T18:48:27","modified_gmt":"2026-07-28T16:48:27","slug":"integration-crm-zoho","status":"publish","type":null,"link":"https:\/\/fonvirtual.com\/en\/blog\/integration-crm-zoho\/","title":{"rendered":"How to make and receive calls in Zoho CRM in a professional way"},"content":{"rendered":"<style id=\"fv-tb-hide\">.et_pb_row_inner_1_tb_body,.et_pb_image_0_tb_body{display:none!important}<\/style>\n<div id=\"fv-meta-share\" style=\"position:relative;background:#fff;border:1px solid #ececf1;border-radius:12px;box-shadow:0 4px 18px rgba(20,20,60,0.05);padding:16px 18px;margin:0 0 24px 0;max-width:760px;font-family:inherit;\">\n<div style=\"display:flex;flex-wrap:wrap;align-items:center;gap:13px;\"><a href=\"https:\/\/fonvirtual.com\/en\/profile-of-emma-smith\/\" 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id=\"fv-copy-label\">Copy link<\/span><\/button><\/div>\n<\/div>\n<\/div>\n<p><script> (function(){ function run(){ var root=document.getElementById('fv-meta-share'); if(!root) return; var months=['January','February','March','April','May','June','July','August','September','October','November','December']; function fmtDate(s){ try{ var d=new Date(s); return months[d.getMonth()]+' '+d.getDate()+', '+d.getFullYear(); }catch(e){ return ''; } } var dateEl=document.getElementById('fv-ms-date'); if(dateEl){ var cur=dateEl.textContent.trim(); if(!cur||cur==='\u2014'){ var t=document.querySelector('time[datetime]'); if(t){ dateEl.textContent=fmtDate(t.getAttribute('datetime')); } else { var apiLink=document.querySelector('link[rel*=\"api.w.org\"]'); if(apiLink){ var apiRoot=apiLink.getAttribute('href')||''; var slug=window.location.pathname.replace(\/\\\/+$\/,'').split('\/').pop(); fetch(apiRoot+'wp\/v2\/posts?slug='+encodeURIComponent(slug)+'&_fields=date').then(function(r){return 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style=\"width:100%;height:auto;border-radius:12px;display:block;\" \/><\/div>\n<div id=\"fv-resumen-ia\" style=\"position:relative;background:#fff;border:1px solid #e8e8ee;border-radius:14px;box-shadow:0 6px 24px rgba(20,20,60,0.07);padding:20px 22px 16px;margin:0 0 28px 0;max-width:720px;font-family:inherit;overflow:hidden;\">\n<div style=\"position:absolute;left:0;top:0;bottom:0;width:5px;background:linear-gradient(180deg,#f6343f 0%,#ff7a45 100%);\"><\/div>\n<div style=\"display:flex;align-items:center;gap:10px;margin:0 0 6px;padding-left:8px;\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\" style=\"flex-shrink:0;display:block;\"><path d=\"M12 2L13.9 9.1L21 11L13.9 12.9L12 21L10.1 12.9L3 11L10.1 9.1Z\" fill=\"#f6343f\"\/><path d=\"M19 3L19.6 5.4L22 6L19.6 6.6L19 9L18.4 6.6L16 6L18.4 5.4Z\" fill=\"#ff7a45\" opacity=\"0.85\"\/><\/svg><span style=\"font-weight:700;font-size:16px;color:#1a1a2e;letter-spacing:-0.2px;\">Summarize this article with AI<\/span><\/div>\n<div style=\"font-size:13.5px;color:#5b5b6e;margin:0 0 16px;padding-left:8px;line-height:1.5;\">Pick an AI: opens a chat with the summary ready to go \u2014 you just hit send.<\/div>\n<div style=\"display:flex;flex-wrap:wrap;gap:10px;padding-left:8px;\"><a data-ai=\"https:\/\/chatgpt.com\/?q=\" target=\"_blank\" rel=\"nofollow noopener\" style=\"display:inline-flex;align-items:center;gap:8px;background:transparent;color:#2b2f3a;text-decoration:none;font-size:13px;font-weight:600;padding:9px 16px;border:1px solid #dcdce4;border-radius:26px;line-height:1;\"><span style=\"width:8px;height:8px;border-radius:50%;background:#12a37f;display:inline-block;\"><\/span>ChatGPT<\/a><a data-ai=\"https:\/\/claude.ai\/new?q=\" target=\"_blank\" rel=\"nofollow noopener\" style=\"display:inline-flex;align-items:center;gap:8px;background:transparent;color:#2b2f3a;text-decoration:none;font-size:13px;font-weight:600;padding:9px 16px;border:1px solid #dcdce4;border-radius:26px;line-height:1;\"><span style=\"width:8px;height:8px;border-radius:50%;background:#d97757;display:inline-block;\"><\/span>Claude<\/a><a data-ai=\"https:\/\/www.perplexity.ai\/search?q=\" target=\"_blank\" rel=\"nofollow noopener\" style=\"display:inline-flex;align-items:center;gap:8px;background:transparent;color:#2b2f3a;text-decoration:none;font-size:13px;font-weight:600;padding:9px 16px;border:1px solid #dcdce4;border-radius:26px;line-height:1;\"><span style=\"width:8px;height:8px;border-radius:50%;background:#1fb8a6;display:inline-block;\"><\/span>Perplexity<\/a><\/div>\n<div style=\"font-size:11.5px;color:#9a9aae;margin:14px 0 0;padding-left:8px;\">Opens in a new tab \u00b7 ChatGPT and Perplexity don&#8217;t require an account<\/div>\n<\/div>\n<p><script> (function(){ var card=document.getElementById('fv-resumen-ia'); if(!card)return; var h1=document.querySelector('article h1')||document.querySelector('h1'); var title=h1?h1.textContent.trim():document.title.replace(\/\\s*[|\\-\u2013\u2014].*$\/,'').trim(); var link=window.location.href; var enc=encodeURIComponent('Summarize this article from the Fonvirtual blog. Title: \u00ab'+title+'\u00bb. Link: '+link); card.querySelectorAll('a[data-ai]').forEach(function(a){a.href=a.getAttribute('data-ai')+enc;}); })(); <\/script><\/p>\n<p><span style=\"font-weight: 400;\">In today&#8217;s business world, having an effective CRM tool is very important to building and maintaining strong customer relationships. Zoho CRM is one of the most popular platforms available, and with the integration of Fonvirtual&#8217;s virtual switchboard, Zoho CRM users can manage their Zoho calls efficiently and professionally. In this article, we explain how to make and receive calls in Zoho CRM using the integration with Fonvirtual&#8217;s virtual switchboard.<\/span> <\/p>\n<h2><span style=\"font-weight: 400;\">Importance of integrating the virtual switchboard with the CRM<\/span><\/h2>\n<p> <span style=\"font-weight: 400;\">Connecting a virtual telephone switchboard with a CRM system like Zoho CRM can be very beneficial for companies, as it allows them to integrate telephone communications with customer relationship management.<\/span> <span style=\"font-weight: 400;\">A virtual switchboard allows companies to manage their communications professionally, with the use of functionalities such as schedule management, the options menu, waiting queues and mailboxes, with the possibility of changing the status of the extension to be able to make deliveries. efficient and the use of different virtual numbers. All this will translate into better service performance and greater customer satisfaction. Another of the keys of the virtual switchboard is its possibility of reporting through call statistics, recordings and transcriptions in real time.<\/span> <span style=\"font-weight: 400;\">The integration of this tool with a CRM system, where all the data of current and potential customers are collected, improves the attention of the company&#8217;s agents thanks to having all the information in one place and having a complete record of all the interactions that the customer has had with the company over time. Having customer information at your fingertips during the call allows you to provide better service and quickly resolve customer issues or questions.<\/span> <span style=\"font-weight: 400;\">In addition, the activity report through the recording and transcription of calls allows companies to control the quality of the service they provide and use this information to improve their processes and performance.<\/span> <span style=\"font-weight: 400;\">You can learn more about the importance of telephony integration with Zoho CRM in our <\/span><span style=\"font-weight: 400;\">blog article<\/span><span style=\"font-weight: 400;\">.<\/span> <img loading=\"lazy\" decoding=\"async\" class=\" wp-image-23508 aligncenter\" src=\"https:\/\/fonvirtual.com\/en\/wp-content\/uploads\/2023\/05\/llamadas-300x235.jpg\" alt=\"telephony\" width=\"450\" height=\"352\" \/> <\/p>\n<h2><span style=\"font-weight: 400;\">Calls in Zoho with Fonvirtual&#8217;s virtual PBX<\/span><\/h2>\n<p> <span style=\"font-weight: 400;\">At Fonvirtual we offer a virtual switchboard solution based on webRTC technology that allows the use of its extensions on any device with an internet connection. Each extension will have a username and password and can be connected simultaneously in several devices, from which it will be possible to make and receive both internal and external calls, among other actions.<\/span> <span style=\"font-weight: 400;\">One of the main differences of Fonvirtual with the rest of the switchboard solutions is that in Fonvirtual, in addition to calls, other communication channels such as WhatsApp, web chat or any communication through web buttons can be managed. All this, supported by artificial intelligence solutions that automate repetitive tasks and leave a trace of any action that may be interesting to store; summary of the call, analysis of the level of satisfaction, translation in real time&#8230; With all this we are able to offer a complete omnichannel communications solution.<\/span> <span style=\"font-weight: 400;\">So that Zoho CRM users can benefit from all the added value offered by the Fonvirtual switchboard, there is the <\/span><a href=\"https:\/\/fonvirtual.com\/en\/crm-cti-integration\/zoho\/\"><span style=\"font-weight: 400;\">integration of the Fonvirtual virtual PBX with Zoho CRM.<\/span><\/a><span style=\"font-weight: 400;\"> Telephony integration with Zoho allows users to make and receive any communication interaction directly from the Zoho CRM platform. Which means that agents can answer their customers&#8217; calls or WhatsApp without having to leave the platform. This saves time and improves the efficiency of the customer service process. In addition, making and receiving WhatsApp and calls in Zoho allows you to automatically record the event history, which will leave a complete report of all incoming and outgoing interactions in each customer file.<\/span> <span style=\"font-weight: 400;\">Thanks to Fonvirtual&#8217;s AI, the information that will be sent to Zoho CRM will be exhaustive. Functions such as the summary of the conversation that will be generated automatically once the call is finished, will be reflected in Zoho together with the complete transcription, the result of the level of satisfaction of the call, the gender and language identification and the biometric fingerprint of the voice. 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ChatGPTClaudePerplexity Opens in a new tab \u00b7 ChatGPT and Perplexity don&#8217;t require an account In today&#8217;s business world, having an effective CRM tool is very important to building and [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":23509,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[153],"tags":[],"class_list":["post-23507","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-features"],"_wp_attached_file":null,"_wp_attachment_metadata":null,"_wp_attachment_image_alt":null,"_wp_page_template":null,"_wpgce_event_tracking_active":null,"_wpgce_event_tracking_code":null,"_wpgce_event_tracking_jquery_code":null,"_wpe_gce_active":null,"_wpe_gce_code":null,"_experiments_wp_code":null,"_wpgce_event_tracking_css_id":null,"_wpgce_event_tracking_css_class":null,"_yoast_wpseo_opengraph-title":null,"_yoast_wpseo_opengraph-description":null,"_yoast_wpseo_opengraph-image":null,"_yoast_wpseo_google-plus-title":null,"_yoast_wpseo_google-plus-description":null,"_yoast_wpseo_google-plus-image":null,"_wpgce_event_tracking_label":null,"_wpgce_event_tracking_action":null,"_wpgce_event_tracking_category":null,"_experiments_wp_active":null,"_oembed_416f6f269dd139bf4a841b01047e0919":null,"hreflang-es_es":null,"hreflang-en_gb":null,"_et_pb_predefined_layout":null,"_et_pb_layout_applicability":null,"notification_id":null,"dismissable":null,"location":null,"version":null,"viewed":null,"expiration":null,"plans":null,"_yoast_wpseo_meta-robots-noindex":null,"_yoast_wpseo_meta-robots-nofollow":null,"_menu_item_type":null,"_menu_item_menu_item_parent":null,"_menu_item_object_id":null,"_menu_item_object":null,"_menu_item_target":null,"_menu_item_classes":null,"_menu_item_xfn":null,"_menu_item_url":null,"_et_post_bg_color":"#ffffff","_et_post_bg_layout":"light","_et_pb_show_title":"on","_yoast_wpseo_primary_category":"153","_yoast_wpseo_opengraph-image-id":null,"_wp_attachment_backup_sizes":null,"_xmlsf_exclude":null,"_yoast_wpseo_canonical":null,"_et_pb_module_type":null,"_schema_categories":null,"_schema_type":null,"_schema_article_type":null,"_schema_post_types":null,"_schema_post_meta_box_enabled":null,"_schema_post_meta_box_title":null,"_schema_post_meta_box":null,"_schema_video_object_type":null,"_schema_audio_object_type":null,"_et_autogenerated_title":null,"_et_default":null,"_et_enabled":null,"_et_header_layout_id":null,"_et_header_layout_enabled":null,"_et_body_layout_id":null,"_et_body_layout_enabled":null,"_et_footer_layout_id":null,"_et_footer_layout_enabled":null,"_imagify_optimization_level":null,"_imagify_status":null,"_imagify_data":null,"_rocket_exclude_lazyload":null,"_rocket_exclude_lazyload_iframes":null,"_rocket_exclude_minify_css":null,"_rocket_exclude_minify_js":null,"_rocket_exclude_cdn":null,"_rocket_exclude_defer_all_js":null,"_rocket_exclude_delay_js":null,"_sc_disable_sc":null,"_sc_disable_admin":null,"_sc_editor":null,"_sc_allowed_devices":null,"yarpp_meta":{"yarpp_display_for_this_post":1},"_rocket_exclude_remove_unused_css":null,"_oembed_79f80bd7168b3189efa370edf193fbe6":null,"_et_pb_row_layout":null,"_et_use_on":null,"_et_pb_light_text_color":null,"_et_template":null,"_oembed_3106f03df1b49016f7fdca1c3ec6ce18":null,"_oembed_7477bcd2452b8f09f89fc3ecfc2f7346":null,"_megamenu":null,"perfmatters_exclude_minify_js":null,"perfmatters_exclude_lazy_loading":null,"_yoast_wpseo_twitter-title":null,"_yoast_wpseo_twitter-description":null,"_yoast_wpseo_twitter-image":null,"hreflang-fr":null,"hreflang-es_ar":null,"hreflang-fr_be":null,"hreflang-es_mx":null,"hreflang-en":null,"hreflang-fr_fr":null,"_wp_trash_meta_status":null,"_wp_trash_meta_time":null,"_edit_last":"24","_et_pb_page_layout":"et_right_sidebar","_et_pb_use_builder":"","_et_pb_old_content":"","_yoast_wpseo_focuskw":"The integration of the switchboard with the CRM","_yoast_wpseo_title":"How to make and receive calls in Zoho CRM in a professional way","_yoast_wpseo_metadesc":"Make calls from Zoho? 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