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 new Contacts, Leads, Accounts, or Nothing in Zoho CRM. Please note, the text typed here must match exactly (it is case-sensitive) and if "Nothing" is typed then no log will appear in Zoho CRM if a phone number is not found.

⚠️ NOTE: Aircall does not support custom fields. Please ensure that you're using the default fields in Zoho CRM to ensure that your integration works as expected. The fields that Aircall requires are :

  • Contacts
  • Leads
  • Accounts

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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