The Aircall-Zoho CRM integration has a lot to offer by streamlining workflows and getting rid of manual data entry after a phone call. Thankfully, getting set up only takes a few minutes!

Before you start, make sure that you have admin rights in both Aircall and Zoho CRM, and that you are using the same email address for both accounts.

  • To begin, login to your Aircall account
  • From your Aircall Dashboard, select Integrations on the left sidebar menu
  • Click on Add an integration, then select Zoho CRM
  • Click on Install

Now you will be guided through a few easy steps outlined below.

Step 1: Authenticate Aircall

  • Click on New Authentication:

This will open a screen for you to add a required Authentication name. You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.

  • Click Add and a pop-up will appear
  • From the pop-up, click on Authorize to allow this integration to access information about your calls in Aircall
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  • If the integration is successful, you will see a message that says “Aircall connected.” Once you see this, click on Next

Step 2: Connect An Aircall Number

  • Select a number from the drop down to connect to Zoho CRM. (Please keep in mind that if you do not select a number it will not be linked.)
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Step 3: Authenticate Zoho CRM

  • Click on New Authentication:

This will open a screen for you to add a required Authentication name. You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.

  • Click Add and a pop-up will appear
  • From the pop-up, log in to your Zoho CRM admin account
  • Click on Accept to allow Tray.io to access your account
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  • If the integration is successful, you will see a message that says “Zoho CRM connected.” Once you see this, click on Finish.

Step 4: Choose the desired outcome if the caller’s number does not exist

  • If a phone number does not exist in Zoho CRM, choose whether to create a new “Contacts,” "Leads," "Accounts," or “Nothing” in Zoho CRM. Note that the text that you type here must match exactly (it is case-sensitive) and if you type "Nothing", no log will appear in Zoho CRM if a phone number is not found.

Step 5: Tell us what Zoho environment you are using

  • Choose between Zoho.eu or Zoho.com. This should match the domain URL that you see when you login to your Zoho account (e.g. https://crm.zoho.com/crm/org123456789).

Great, your integration is active! You're all set and ready to get the most out of your Aircall-Zoho CRM integration.

Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!

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