Disable Zoho CRM Integration

If you need to pause the link between Cloud Voice and Zoho CRM (Customer Relationship Management, the system that stores your customer and contact records), you can switch the integration off whenever you like. Your existing configuration stays in place, so you can turn the connection back on later without setting it up again.

Note

Disabling is the right choice when you want to stop the integration temporarily, for example while troubleshooting or during maintenance. Because the settings are kept, this is different from removing the integration entirely.

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 to off.

   

   Caution

   Once the integration is off, Cloud Voice stops sharing call activity with Zoho CRM. Features that depend on the connection (such as contact lookups on incoming calls and call records written to Zoho) will not work again until you re-enable it.

3. Click Save.

   Tip

   The change does not take effect until you click Save. If you toggle the switch but leave the page without saving, the integration stays on.

What happens next

• The Status field changes to Disabled.
• All of your Zoho CRM settings are preserved. The next time you enable the integration, it uses those saved values right away, with no reconfiguration needed.