Telephony Programmed to Sync Seamlessly With 
Claritel brings cloud telephony directly into Zoho, making it easy for sales and support teams to connect with customers, manage calls, and work more efficiently from one place.
Telephony Programmed to Sync Seamlessly With
Why this integration?
Why Zoho & Claritel's Telephony Are a Match Made in CX Heaven?
Sales and support teams speak to customers every day, but when calling systems and CRM data are disconnected, tracking conversations, recording calls, and following up becomes difficult.
Claritel integrates Zoho CRM with your Contact Centre, enabling teams to make calls directly from Zoho while automatically linking call details to the right records. This keeps every interaction easy to find, improves call effectiveness, and ensures teams always have the context they need without switching systems.
Plug & Play Deployment
Performance Reports
Call Logs, Recordings
Detailed Customer View
Call Reminders
Click to Call
Simple Steps to Integrate Zoho With Claritel Telephony
Follow this guided walkthrough to connect your systems and go live.
1
Step 1
Install Claritel from Zoho Marketplace
Sign in to Zoho, open Settings → Marketplace, search for Claritel, and install the extension.
2
Step 2
Set User Permissions
Choose which team members will have access to the Claritel integration.
3
Step 3
Enable Zoho Integration in Claritel
Ensure the Claritel softphone is installed. Log in to your Claritel account, go to Settings, enable Zoho integration, and confirm PhoneBridgeV3 is enabled in Zoho CRM.
4
Step 4
Select Users & Send Confirmation
Choose the users to integrate and send the confirmation request.
5
Step 5
Approve the Integration
Confirm the request by selecting Yes when prompted.
6
Step 6
Verify via Email & Log In
Open the confirmation email and sign in using your Zoho credentials through the provided link.
7
Step 7
Accept Access Authorization
Click Accept to complete the authorization process.
8
Step 8
Open Contacts in Zoho
You may be briefly redirected to Claritel. Return to Zoho and open the Contacts page.
9
Step 9
Make & Receive Calls
Click Call Now or the phone icon to place calls. For incoming calls, contact details appear automatically in a Zoho popup.
10
Step 10
Add Notes & Follow-Ups
Add call notes during or after the call, complete the call, and record follow-ups such as tasks, events, or next actions in the Call Information section.
Step 6
Verify via Email & Log In
Open the confirmation email and sign in using your Zoho credentials through the provided link.
Step 7
Accept Access Authorization
Click Accept to complete the authorization process.
Step 8
Open Contacts in Zoho
You may be briefly redirected to Claritel. Return to Zoho and open the Contacts page.
Step 9
Make & Receive Calls
Click Call Now or the phone icon to place calls. For incoming calls, contact details appear automatically in a Zoho popup.
Step 10
Add Notes & Follow-Ups
Add call notes during or after the call, complete the call, and record follow-ups such as tasks, events, or next actions in the Call Information section.
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Step 1
Install Claritel from Zoho Marketplace
Sign in to Zoho, open Settings → Marketplace, search for Claritel, and install the extension.
Step 2
Set User Permissions
Choose which team members will have access to the Claritel integration.
Step 3
Enable Zoho Integration in Claritel
Ensure the Claritel softphone is installed. Log in to your Claritel account, go to Settings, enable Zoho integration, and confirm PhoneBridgeV3 is enabled in Zoho CRM.
Step 4
Select Users & Send Confirmation
Choose the users to integrate and send the confirmation request.
Step 5
Approve the Integration
Confirm the request by selecting Yes when prompted.