Disconnect Zoho CRM Integration

A CRM (Customer Relationship Management) system stores your customer records, such as contacts and account details. Cloud Voice can connect to one CRM at a time. Before you can link a different Zoho account or switch to another CRM entirely, you first have to remove the connection that is currently in place.

Note

You would do this when you are moving to a new Zoho account, changing to a different CRM product, or clearing out a connection that was set up by mistake. If you only need to adjust settings on the existing connection, you do not have to disconnect first.

Disconnect the integration

1. Sign in to the Cloud Voice web portal.

2. Open Integrations > CRM. This page shows the CRM connection that is currently active.

3. In the upper-right corner of the page, select Cancel Integration.

   

4. A confirmation window appears. Select OK to disconnect.

Caution

Selecting OK clears every CRM integration setting. If you later want to reconnect to Zoho (or connect a new CRM), you will have to enter all of the connection details again from scratch, so make sure you have them on hand before you continue.

What happens next

• The link to Zoho CRM is removed.
• Every CRM integration setting is reset to empty.
• Any phonebook and contacts that were synchronized from Zoho stay on the Cloud Voice system, and you are now free to edit them.

Tip

Because the synchronized phonebook and contacts are kept, disconnecting does not delete the customer data you already pulled in. You can keep using and editing those entries even while no CRM is connected.