Disconnect Zoho CRM Integration

Cloud Voice supports one active CRM (Customer Relationship Management) connection at a time. If you plan to link a different Zoho account, or switch to another CRM entirely, you must cancel the existing integration first and then set up the new one.

Note

CRM (Customer Relationship Management) is the external contact and sales system Cloud Voice syncs with. The steps below are run from the PBX (Private Branch Exchange) web portal, which is the admin interface for the phone system.

Disconnect the integration

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

2. Select Cancel Integration in the upper-right corner.

   

3. Confirm by clicking OK in the dialog that appears.

   Caution

   Disconnecting clears every CRM integration setting on the PBX. There is no undo. To reconnect the same Zoho account later, you will have to complete the full setup again from scratch, including re-authorizing access.

What happens next

• The Zoho CRM connection is removed.
• Every CRM integration setting is reset.
• Any phonebooks and contacts that were synced from Zoho stay on the PBX.

Tip

Your synced contacts are not deleted when you disconnect. Because the link to Zoho is gone, those phonebooks and contacts become fully editable on the PBX, so you keep the data even after cancelling the integration.