Native Zoho CRM telephony — contact sync, call logging, and screen-pop.
Connect Nova PBX to Zoho CRM through the Switchboard Connect app. Inbound calls match against Zoho Contacts and Leads, surface a screen-pop, and auto-log call activity with the recording URL once the call ends.
Outbound SMS through Flare appears as Activity records on the matched contact, keeping the full conversation history inside Zoho.
Screen-pop the matched Zoho Contact / Lead when a call rings into Nova.
Auto-log every call and SMS to the contact timeline without copy-paste.
Click-to-call any phone field on a Zoho record.
Sync new Zoho Contacts into Flare's contact list for SMS campaigns.
Call logging to timeline, screen-pop on inbound, SMS contacts from CRM, SARA contact lookup skill.
Click-to-call, call/SMS as activity, deal pipeline webhooks, SARA deal lookup skill.
Deal-linked call logging and SMS follow-ups triggered by pipeline stage.
Auto-log calls with recording links in the contact timeline, SMS from lead view.
Talk to sales for a guided Zoho CRM onboarding, or jump into Switchboard and connect it yourself.
