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In one line: Add the UnleashX call panel to Zoho CRM, so your team clicks the phone icon on any lead, contact, account or deal and the call is bridged through your UnleashX number (DID).

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How a call works

  1. A Zoho CRM user clicks the phone icon on a record, or dials from the UnleashX panel.
  2. UnleashX rings the user’s own phone first.
  3. When the user answers, UnleashX dials the contact. The contact sees your UnleashX DID as the caller ID.
  4. When the call ends, UnleashX adds a Call record to the record’s timeline in Zoho CRM.
  5. The user can type a note in the panel and click Save note to Zoho.

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Before you start

  • Click to Call is set up and Active in Voice AI › Click to Call, with at least one DID number.
  • You are an UnleashX admin with the Manage Click to Call permission.
  • Your UnleashX role has Make Calls. Calls placed from Zoho are made as the admin who enabled each Zoho user, so the call log’s Called By and the credits are that admin’s.
  • A Zoho CRM admin is available to install the extension.

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Set it up

There are two ways to link your Zoho CRM account. Pick one.
No Zoho connection is needed in UnleashX, and it works in any Zoho data center.
1

Install UnleashX in Zoho CRM

A Zoho CRM admin installs UnleashX from the Zoho Marketplace, or from the install link shown in Click to Call › CRM Integrations. Choose All users. This is done once for the whole Zoho account.
2

Pick UnleashX as the telephony provider

In Zoho CRM, go to Setup › Channels › Telephony and select UnleashX.
3

Sign in from the panel

Open the UnleashX phone panel at the bottom of Zoho CRM and click Sign in to UnleashX. Sign in as an UnleashX admin and confirm. This links your Zoho org to your UnleashX workspace.
A Zoho org can be linked to only one UnleashX workspace. To move it, disconnect it in the other workspace first.
4

Enable the Zoho users who can call

Zoho users appear in Click to Call › CRM Integrations once they have opened the UnleashX panel. Select the users who may call and save. You can add each user’s phone number here, or let them enter it in the panel.
5

Add Zoho CRM to Modules

Go to Click to Call › Edit Settings › Modules and turn on Zoho CRM.

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Make a call from Zoho CRM

1

Save your number (first time only)

The UnleashX panel asks: Enter the phone number to ring for your calls. Enter your number with its country code (10–15 digits) and click Save number. The panel then shows Calls ring ••••1234 first · Change.
2

Call

Click the phone icon on a lead, contact, account or deal, or use the panel’s Keypad. Your phone rings first. Answer it, and UnleashX connects you to the contact.
3

Add a note

Type in Add a note for this call and click Save note to Zoho.
The panel also has a contact search and Recents for your latest calls. If your company has phone-number masking turned on, the dialled number is hidden in the panel during the call.

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What gets logged

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Disconnect

In Click to Call › CRM Integrations, click Disconnect on Zoho CRM. This turns off every enabled Zoho user, unlinks a Marketplace-linked org, and removes Zoho CRM from Modules. A Zoho connection used by other UnleashX features stays in place.

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Troubleshooting

For your team’s safety, each enabled Zoho user can place one call every 5 seconds and up to 200 calls a day.