VoIPe for ZOHO — Help & Setup

1. Overview

VoIPe for ZOHO links your VoIPe cloud phone system with your Zoho account using the Zoho PhoneBridge framework. Because PhoneBridge is a shared telephony framework across Zoho products, the setup below works the same way wherever PhoneBridge is available in your Zoho account. Once connected, you get:

• Screen-pop — the matching contact opens automatically on an inbound call;
• Click-to-call — dial any number directly from your Zoho records;
• Automatic call logging — calls, durations, outcomes, and recording links are written back to the contact.

Before you start

• An active VoIPe account with sign-in credentials.
• A Zoho account with permission to install extensions / enable PhoneBridge.
• Users assigned VoIPe extensions who will make and receive calls.

2. Step-by-step setup

1. Install the VoIPe PhoneBridge extension. In your Zoho account, open the marketplace / telephony (PhoneBridge) settings, search for VoIPe for ZOHO, and install it.
2. Enable VoIPe as your telephony provider. In the PhoneBridge / telephony settings, select VoIPe from the list of providers.
3. Connect your VoIPe account. When prompted, sign in with your VoIPe credentials and authorize the connection. This links your VoIPe extensions to your Zoho users.
4. Map users to extensions. Assign each Zoho user their VoIPe extension so calls are attributed correctly.
5. Test the connection. Place a test inbound and outbound call to confirm screen-pop, click-to-call, and call logging are working (see Section 3).

Setup typically takes only a few minutes and requires no technician.

3. Using the integration

3.1 Screen-pop on inbound calls

When a call arrives, VoIPe sends the caller number to Zoho through PhoneBridge and the matching contact record opens automatically. If no match is found, you can create a new record from the call notification.

3.2 Click-to-call

Click the phone number on any Zoho record. VoIPe places the outbound call through your connected extension — no manual dialing needed.

3.3 Where call logs appear

After each call, an entry is logged automatically against the matched record, including call direction, timestamp, duration, outcome, and a link to the recording (where recording is enabled). You will find these entries in the activity / call history of the relevant contact in Zoho. Full call detail and recordings also remain available in your VoIPe dashboard.

4. Troubleshooting (FAQ)

Screen-pop isn't opening on inbound calls

Confirm the VoIPe provider is enabled in PhoneBridge, that your user is mapped to the correct VoIPe extension, and that you are signed in to both VoIPe and Zoho. Reloading the Zoho tab after enabling the integration often resolves it.

Click-to-call does nothing

Ensure your extension is registered/online in VoIPe and that pop-ups are allowed for your Zoho domain in the browser.

Calls aren't being logged

Check that the user placing the call is the same user mapped to the extension, and that the contact number format matches how numbers are stored in Zoho.

Recording link is missing

Recording links appear only when call recording is enabled on your VoIPe plan and for that extension. The recording audio is hosted by VoIPe; the log entry contains a link to it.

How is my call data handled?

See the Privacy Policy for a full description of the VoIPe ↔ Zoho data flow, roles, sub-processors, and retention.

5. Support

Need help? Our team is here for you.

• Email: sales@voipe.co.il
• Phone / WhatsApp: +972-3-6411111
• Vendor: Voipe Telecom Ltd., Rishon LeZion, Israel

Zoho and Zoho PhoneBridge are trademarks of their respective owner. VoIPe is an independent provider offering a documented integration and is not affiliated with or endorsed by Zoho.