Disable Zoho CRM Integration

If you need to pause the link between Cloud Voice and Zoho CRM, you can switch the integration off without losing any of your settings. CRM (Customer Relationship Management) is the system that stores your customer records, so this integration is what connects incoming and outgoing calls to those records. Turning it off is useful for temporary maintenance, for troubleshooting, or when you simply want to stop syncing call activity for a while.

Tip

Disabling the integration is the safe choice for a temporary pause. Because all of your settings are kept, you do not have to delete the integration and set it up again from scratch later.

Turn off the integration

1. Sign in to the PBX web portal and open Integrations > CRM.

2. At the top of the page, toggle Enable Zoho Integration off.

   

3. Select Save. The change does not take effect until you save.

Caution

While the integration is disabled, call activity stops flowing to Zoho CRM. Features that rely on the link, such as automatic call logging, contact matching, and screen pops, will not work until you enable it again. Confirm with your team that no one is depending on this sync before you turn it off.

What happens next

• The Status field changes to Disabled.
• Your Zoho CRM settings stay in place. When you turn the integration back on, it picks up right where you left off, so there is no need to reconfigure anything.

Note

To re-enable the integration, return to Integrations > CRM, toggle Enable Zoho Integration back on, and select Save. Because the saved configuration is retained, the connection resumes with your previous settings.