New Feature: AI Sales Insights with Conversation Intelligence
Anne Other Owner at Some Company April 2022 About this contact Contacts Actions Form Submission Lifecycle Change Page View CALL INFO EDIT SCHEDULE OUTCOME VOICEMAIL SEND SMS CALL INFO EDIT SCHEDULE Outcome: Subject: Note: OUTCOME VOICEMAIL SEND SMS CANCEL SUBMIT Won Deal 1 2 3 4 5 6 7 8 9 * 0 # Demo Won Deal Left message Left voicemail Outcome Collected Call Deal Activity - This deal has been won
Native CRM

Phone & SMS Integration for Zoho

Close more deals with seamless calling and texting from Zoho.

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Take the work out of admin work

Boost productivity and win rate when you integrate your phone calls and texts with Zoho. Integrate with a single click to eliminate 80% of the busywork from sales and spend more time closing deals and crushing quota.

Dial uninterrupted – send follow up emails and move deals to the next stage with a single click.

Never forget a new lead – create and update contacts automatically when you call with Kixie.

Breathe easy – your calls, texts, recordings and outcomes are logged automatically.

quick and easy

Integration Setup

Integrating Kixie with Zoho takes just a few clicks, with no further setup or configuration required. All Kixie plans have a native integration with all paid versions of Zoho CRM, and require no additional software to set up or use.

efficient automation

CRM logging

  • Calls: Kixie automatically logs all calls to the appropriate lead or contact page in Zoho.
  • Call recording: Kixie logs all call recordings as part of every logged call. Kixie provides unlimited free cloud storage for all call recordings for the lifetime of your account.
  • Call outcomes: Call outcomes and notes logged in the Kixie dialer appear on the contact record as Closed Tasks.
  • Schedule a followup task: During or after a call, users can schedule a Task in Zoho from inside the Kixie dialer.
  • Text messages: Kixie logs all inbound and outbound text messages in Zoho as completed SMS Tasks.
  • Associated pages: All of the above items are also logged on any account or opportunity pages associated with the contact/lead.


Contact info

Any time a call is made to or received from a Zoho contact, Kixie automatically displays that contact's pertinent information (such as name, title, company, deal and deal size, and email address) in the Kixie dialer. Zoho contact info can also be edited or updated inside the Kixie dialer during or after the call.

intuitive integration

Workflow automation

Kixie has the ability to trigger automated Zoho workflows of any kind. Use Kixie call outcomes (including custom outcomes), scheduled activities, or SMS or calls that meet certain criteria to trigger a workflow in Zoho. This opens up a world of possibilities, including the ability to send (or schedule send) an email, update deal stage, send a Slack message, create a Trello card or Asana task, and much more, all with a single click inside your Kixie dialer.

"Most Useful tool to make calls with our Zoho CRM." — Ray S. | Sales Manager

Simply the best Zoho phone integration

Turn Zoho into a full-fledged sales engagement platform with powerful calling and texting features.

  • Reach 4x more leads with advanced AI-powered local presence
  • Save up to 3 hours a day with voicemail drop and SMS templates
  • PowerDial up to 10 leads in parallel from your Zoho contacts
  • See a 200% increase in connection rate using Automated LeadCaller

Switch to Kixie

We are able to communicate easier with our clients. The dialer has a very easy system that shows us how to record voice mails a lot quicker and as well as texting through the app. This software is compatible with our CRM. Kixie and Zoho automatically record all the calls that our company makes or receives.

— Nathan B. | Executive Assistant (Management Consulting, 11-50 employees)

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Ready to employ a more intelligent phone system?

Kixie requires no system changes and is compatible with most CRMs

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