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Zoho CRM · CRM · Updated Oct 2026

Voksha + Zoho CRM

An affordable CRM plus an AI receptionist that answers every call and adds the caller's details to Zoho for you.

About the Integration

What is an AI receptionist with Zoho CRM?

Voksha answers your business line on the first ring, asks your questions and takes down the caller's details. Once Voksha support has connected your Zoho CRM account, Voksha creates a Lead for new callers and adds the call summary to the matching Lead or Contact, so every phone enquiry is in your CRM. The Zoho CRM connection is available on Premium and Enterprise.

Plans and setup: Integrations are included on the Premium and Enterprise plans (not Starter). Zoho CRM is set up with Voksha support.

How It Works

Voksha + Zoho CRM Together.

What happens on a call once Zoho CRM is connected (Premium and Enterprise plans).

  1. New Callers Become Leads

    When someone new calls, Voksha creates a Zoho Lead with their name, number and the answers they gave to your questions.

  2. Call Notes Logged

    Voksha sends a summary of each call to the matching Lead or Contact in Zoho, so you can see what was discussed.

  3. Returning Callers Matched

    Voksha checks the details it can see in Zoho for the caller's phone number, so calls from existing customers go on their existing record.

  4. Works With Your Zoho Rules

    Because Voksha adds standard Zoho records, workflow rules you have already set up in Zoho for new Leads can run as usual.

Benefits

Benefits of Voksha + Zoho CRM.

Good Value for a Small Team

Zoho CRM's pricing and Voksha's AI receptionist together give a small business a front desk and a lead list without hiring extra staff.

Your Own Questions, Your Own Fields

Voksha support can set up the connection so the answers to your intake questions go into the Zoho fields you choose.

Every Enquiry in One Place

Phone enquiries sit alongside the rest of your Zoho records, so nothing lives only in a voicemail box.

Every Call Answered

Voksha answers on the first ring, 24/7, so callers are never sent to voicemail while you are busy.

Use Cases

Real-World Use Cases.

Independent Insurance Broker

A small insurance brokerage gets quote requests by phone. Voksha asks each caller what cover they need, creates a Zoho Lead with those details, and the broker calls back with a quote.

Small Consulting Firm

A two-partner consulting firm tracks clients in Zoho CRM. Voksha answers calls while the partners are with clients, adds a call summary to the right Contact, and transfers anything urgent.

Setup

How to Connect Voksha
to Zoho CRM.

Voksha is live in under 5 minutes by forwarding your existing number, and Voksha support sets up the Zoho CRM connection with you. Here is the full sequence.

  1. Ask Voksha support to connect Zoho CRM

    On the Premium or Enterprise plan, contact Voksha support and they will connect your Zoho CRM account.

  2. Choose what gets saved

    Tell support which details should go on new Leads and where call summaries should appear.

  3. Forward your number

    Forward your existing business number to Voksha. Voksha can be answering calls in under 5 minutes.

FAQ

Questions about
Voksha + Zoho CRM.

Voksha connects through Zoho's API, which is available on paid Zoho CRM plans. Voksha support sets up the connection for you. On the Voksha side, the Zoho CRM connection is available on Premium and Enterprise.

Talk to Voksha support when they set up your connection. They can map the details your AI receptionist collects to the Zoho fields you use, including custom ones.

Integrations, including Zoho CRM, are available on Premium ($99/month, 150 calls included) and Enterprise. Starter ($14/month) has no integrations: it answers your calls, captures the caller's details and sends you a call summary.

Activate the
Zoho CRM Integration.

Available on the Premium and Enterprise plans. Voksha support sets up the Zoho CRM connection with you.