+
Z
WOCOM P-SIP
+ Zoho CRM
Make and receive calls directly inside Zoho CRM. Automatically log call activities, identify callers by company, trigger workflows, and never miss a lead again.
100%
Call Logging
0s
Manual Entry
24/7
Sync Active
Capabilities
Everything your sales team needs
WOCOM's Programmable SIP trunk connects directly to Zoho CRM, turning your phone system into a powerful sales and support tool.
Click-to-Call
Click any phone number inside Zoho CRM to instantly dial through your WOCOM SIP trunk. No copy-pasting, no external dialers.
Auto Lead Creation
Unknown callers are automatically created as new leads in Zoho CRM with their phone number, call time, and duration pre-filled.
Call Activity Logging
Every inbound and outbound call is logged as an activity on the matching contact or lead record. Duration, time, and outcome tracked.
Caller ID & Screen Pop
Incoming calls trigger an instant screen pop showing the caller's name, company, deal stage, and last interaction from Zoho CRM.
Workflow Triggers
Trigger Zoho workflows on call events: missed call follow-up, post-call survey, deal stage updates, or team notifications.
Contact Matching
Inbound calls are automatically matched to existing Zoho contacts and leads by phone number. Deal history appears instantly.
Live Preview
Calls ring inside Zoho CRM
When a customer calls, your agent sees everything before answering. Watch how a live call flows through Zoho CRM in real time.
MH
Marcus Hamilton
Managing Director — Hamilton Auto Dealers Ltd.
Active Customer
Phone
876-906-7240
Email
marcus@hamiltondealer.com
Company
Hamilton Auto Dealers Ltd.
Deal
Fleet Expansion J$4.2M
Lead Source
Trade Show 2025
Account Owner
Nadine Richards
Last Activity
Mar 10, 2026
Stage
Negotiation
MH
Marcus Hamilton
Hamilton Auto Dealers Ltd.
876-906-7240
MH
Marcus Hamilton
Hamilton Auto Dealers Ltd.
Phone
876-906-7240
Email
marcus@hamiltondealer.com
Deal
Fleet Expansion J$4.2M
Stage
Negotiation
Last Call
Mar 10 — 4m 22s
Owner
Nadine Richards
Notes
Interested in 10 additional units. Follow up on financing.
Connected — 00:42
What happens
Phone rings
Incoming
A customer dials your WOCOM number. The SIP trunk receives the call and the WOCOM softphone widget pops up inside the Zoho CRM window — bottom right of the screen.
Caller identified
Matched
WOCOM looks up the caller ID (876-906-7240) in Zoho CRM and instantly matches it to Marcus Hamilton at Hamilton Auto Dealers Ltd. The widget shows his name and company before you answer.
Screen pop appears
CRM Data
As you click Answer, a screen pop slides in with Marcus's full CRM profile: active deal (Fleet Expansion, J$4.2M), deal stage (Negotiation), last call date, account owner, and latest notes.
Connected with context
Live
Your agent is speaking to Marcus with full context visible. The call duration ticks live. When the call ends, WOCOM automatically logs it as an activity on Marcus's Zoho CRM record — no manual entry needed.
Click-to-Call
Dial directly from any contact record
See the cursor move to a phone number, click it, and watch the WOCOM dialer pop up and start calling — all without leaving Zoho CRM.
MH
Marcus Hamilton
Hamilton Auto Dealers Ltd. — Managing Director
Email
marcus@hamiltondealer.com
Mobile
876-906-7240
Office
876-926-1800
Deal Stage
Negotiation Fleet Expansion
Company
Hamilton Auto Dealers Ltd.
Location
Kingston, Jamaica
WOCOM Dialer
Calling
876-906-7240
Marcus Hamilton
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Dialling...
How it works
Spot the number
Browse
Your agent is viewing Marcus Hamilton's contact record in Zoho CRM. The mobile number 876-906-7240 is displayed as a clickable link, powered by WOCOM's telephony integration.
Click the number
Click
The cursor moves to the phone number and clicks. A purple highlight confirms the selection. No need to copy-paste into an external dialer or pick up a desk phone.
Dialer opens
Calling
The WOCOM dialer pops up instantly with 876-906-7240 pre-filled and auto-dials through your SIP trunk. The agent sees Marcus's name and the call connects in seconds. The call is automatically logged to his Zoho CRM record when it ends.
Works everywhere in Zoho
Click-to-call works from contact records, lead views, deal pages, and even the Zoho search results. Any phone number field becomes a one-click dialer.
Setup Guide
Get connected in 4 steps
Follow these steps to connect your WOCOM Programmable SIP trunk with Zoho CRM. The entire process takes under 15 minutes.
1
Sign up for WOCOM Programmable SIP
If you don't already have a WOCOM Flexi-SIP Trunk, choose a plan that fits your call volume. Programmable SIP is included at no extra cost with every trunk.
Already have a WOCOM trunk? Skip to Step 2.
2
Connect Zoho CRM via Marketplace
Inside your Zoho CRM account, navigate to Settings → Marketplace and search for "WOCOM 876 Telephony". Click "Add", then confirm by clicking "OK". Your Zoho CRM will automatically connect with the WOCOM Client Portal and activate your voice services.
You'll need Zoho CRM Administrator access to install marketplace extensions. The WOCOM 876 Telephony extension handles OAuth authorization automatically.
3
Configure call handling rules
Set up how calls are mapped to your CRM:
- Inbound calls: Auto-match caller ID to contacts/leads, trigger screen pop
- Outbound calls: Enable click-to-call from contact records
- Missed calls: Create tasks or send email notifications
- Unknown callers: Auto-create as new lead with phone number pre-filled
- Call recordings: Attach recordings to the activity log (optional)
4
Test and go live
Place a test call to confirm the integration is working. Check that:
- Inbound calls trigger a screen pop with caller details
- Click-to-call dials out from Zoho contact records
- Call activities appear on the correct contact/lead record
- Missed call tasks are created as configured
Architecture
How the integration flows
FAQ
Frequently asked questions
What Zoho CRM editions are supported?
The WOCOM integration works with Zoho CRM Standard, Professional, Enterprise, and Ultimate editions. The Free edition does not support third-party telephony integrations. If you're on Zoho One, you're covered.
Does click-to-call work on mobile devices?
Click-to-call is supported on the Zoho CRM web app (desktop browsers). On mobile, tapping a phone number will use your device's native dialer. Call activity logging still works regardless of how the call is placed through your WOCOM trunk.
Are call recordings stored in Zoho CRM?
Yes, if call recording is enabled on your WOCOM trunk, recordings are attached as links on the corresponding call activity in Zoho CRM. Recordings are stored securely on WOCOM's servers and accessible via the activity log. Storage retention depends on your WOCOM plan.
What happens if a caller isn't in my CRM?
When an unknown number calls, WOCOM can automatically create a new Lead in Zoho CRM with the caller's phone number pre-filled. You can configure this behaviour in the WOCOM Connect portal — choose to create a lead automatically, show a manual prompt, or skip lead creation entirely.
Can I use this with Zoho Desk or other Zoho apps?
Currently, the WOCOM integration connects directly to Zoho CRM. However, because Zoho CRM shares data with Zoho Desk, Zoho Analytics, and other Zoho apps natively, your call data flows into those tools automatically through Zoho's own sync. A dedicated Zoho Desk integration is on our roadmap.
How many users can use the integration?
There's no per-user limit for the integration. Every user in your Zoho CRM org with a WOCOM extension can make and receive calls through the integration. The number of simultaneous calls depends on your Flexi-SIP Trunk channel count.
Do I need a separate SIP trunk for Zoho CRM?
No. Programmable SIP (including the Zoho CRM integration) is included free with every WOCOM Flexi-SIP Trunk plan. If you already have a WOCOM trunk, you can enable the Zoho integration right away at no additional cost.
What if Zoho CRM is down or unreachable?
Your phone system continues to work normally. Calls still flow through your WOCOM SIP trunk and can be answered. Any call data (activity logs, lead creation, etc.) is queued by WOCOM's middleware and automatically synced once Zoho CRM is reachable again. No data is lost.
How do I get started?
Visit our WOCOM Zoho CRM Activation Guide to get started. You'll connect your Zoho account, configure call rules, and be live in under 15 minutes. If you need help, our team is available at 876-906-7240 or support@wocomja.com.