CRM Integration

UltaTel for Zoho CRM ®

Your phone system integrates with your ZOHO CRM.

Enhance your Zoho CRM experience with seamless integration between your UltaTel cloud phone system and your Zoho CRM, improving workflow and increasing productivity. With UltaTel for Zoho CRM activated, you can place calls from within Zoho CRM by simply clicking on contact or account records. Your incoming calls trigger a notification panel with the caller’s account information. And you can attach call notes and accurately track call duration on specific contact records.

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Features and benefits

  Complete cloud-based app no software to install.

 Access from anywhere on both Windows and Mac using any popular browser.

 Easy click-to-dial from within Zoho CRM by clicking on any contact, saving time and improving call efficiency.

 Instant screen notification panel with caller’s account records automatically displayed on incoming & outgoing call.

 Multiple-browser tabs enabling multiple interactions across multiple tabs.

 Real-time call logs saved to corresponding Zoho CRM record.

 New records contacts, Tickets–can be easily created while on a call.

How it works

Once UltaTel for Zoho CRM has been activated, it will appear inside your Zoho CRM account.
That means you will be able to call leads and contacts from within Zoho CRM,
using the dial pad or simply selecting contact phone icon to dial out—saving time per dial and eliminating misdials.

Your UltaTel system rings one of your devices based on your assigned routing rules, so you can answer the call while using the app.



UltaTel for Zoho CRM has intelligent call and record matching.
When a call comes in, UltaTel automatically brings up the matching Zoho CRM contact.
If the record is not available, you will have the option of adding a new record.

for Zoho CRM has intelligent call and record matching.
When a call comes in, automatically brings up the matching Zoho CRM contact.
If the record is not available, a notification panel gives you the option of adding a new record.

UltaTel for Zoho CRM allows you to log notes after the call.
You can also view call report and track accurate call duration.

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