Zoho CRM

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Overview

The Zoho CRM integration brings your CRM and phone system together so your team always has the most up-to-date customer context. Once connected, Quo will automatically sync your Zoho CRM contacts into Quo and log all calls, texts, voicemails, recordings, and AI-powered call summaries back to the correct Zoho CRM Contact. This allows sales, success, and support teams to work directly from Zoho CRM with complete communication history without manual updates, or switching tools.

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How the integration works

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Contact syncing

Quo automatically imports and displays contact information from Zoho when a call or text matches an existing Zoho Contact’s phone number. The integration focuses on displaying Zoho contact information during active conversations rather than syncing entire contact databases. Contact must exist in Zoho for syncing to work. For Quo to sync and display Zoho contact information, the person you’re communicating with must already exist as a Contact in Zoho CRM with their phone number on file. If a call or text comes in from a number that doesn’t match any existing Zoho CRM contact, the integration won’t be able to pull or display that contact’s information. Imported fields:

• First name
• Last name
• Phone
• Email address
• Link to Quo record

If available:

• Job title
• Company

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Limitations of contact syncing with Zoho CRM

• One-way sync only: Contact details flow from Zoho to Quo, not bidirectionally at this time.
• Contact matching is phone-number based: Quo displays Zoho contact details only when the incoming/outgoing phone number matches a Contact’s number in Zoho CRM.
• Editing in Quo does not update Zoho: If you need to update names, numbers, or emails for a Contact, make those changes directly in Zoho.
• Contacts created or edited in Quo do not sync back to Zoho.

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Quo activity syncing

Quo can automatically log communication activity to the correct Zoho Contact, giving your team a unified timeline of every customer interaction. These include all of the following:

• Incoming calls (incl. those handled by Sona)
• Outgoing calls
• Call recordings
• Call summaries and next steps
• Voicemail
• SMS messages

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Number-level control

You can choose which Quo phone numbers sync activity to Zoho, giving teams flexibility in managing what data flows to the CRM.

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Who can access and set up the integration?

All customers on the Quo Scale and Business plans have access to the integration. Only an Quo workspace Owner or Admin can set up the integration. From Zoho CRM, you can access this integration with any Zoho plan.

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How to set up the Zoho CRM integration

1. If you are an Quo workspace Owner or Admin, go to the Quo web or desktop app.
2. In your workspace settings, select Integrations.
3. Select Zoho CRM and click the Connect to Zoho CRM button. Zoho will ask you to confirm the Zoho account you want to connect to Quo.

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How to disconnect the Zoho CRM integration

If you wish to uninstall your Zoho CRM integration, there are two ways to do so:

• In your Quo workspace, navigate to Settings > Integrations > Zoho CRM. There click Disconnect.
• In Zoho CRM, to deactivate the Quo app navigate to Marketplace and Installed.

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Need Support?

Submit a support request at support.quo.com for help with the Zoho CRM integration setup.