A customer calls, Rosie answers, and you get the details by text or email — but Zoho has no idea the call happened. If Zoho CRM is where you keep track of your customers, that's a gap you end up filling in by hand, or not at all.
Connect Zoho CRM to Rosie and every call logs itself. Rosie recognizes callers who are already in your contacts, creates a contact for first-time callers, and adds each call to the right record. Texts and website chats get logged too.
Setup takes about a minute, it's included on every Rosie plan, and it works on every Zoho CRM plan.
How It Works
Connect Zoho CRM from the Integrations page in Rosie.
When a call ends, Rosie looks the caller up in Zoho by phone number.
If they're already a contact, the call is added to their record. If they're new, Rosie creates the contact first.
The call appears on the contact's timeline as a logged call, with a summary of what was discussed and a link back to the full call details in Rosie.
That's it. There's nothing to configure in Zoho and nothing new to teach Rosie.
Connecting Zoho CRM
In Rosie, go to Integrations and select Zoho CRM.
Select Connect. You'll be redirected to Zoho to give Rosie permission to view and create contacts and log calls.
Log in with the Zoho account your business uses.
Select Accept. Once connected, Rosie starts logging new calls right away.
What Gets Logged
Calls — every call Rosie answers becomes a logged call on the contact's timeline in Zoho, with a summary of the conversation and a link to the full details in your Rosie dashboard.
Texts and website chats — each conversation gets logged as a note on the contact. If the conversation keeps going, the note updates in place, so you get one clean note per conversation instead of a pile of fragments.
New callers — first-time callers become new Zoho contacts automatically, with their name and phone number filled in. If a caller doesn't share their name, you still get the contact — it's saved as "Unknown" with their phone number, and Rosie fills in the real name if they give it on a later call.
Existing contacts — Rosie matches by phone number, so there are no duplicates. If a contact is missing a name, Rosie fills it in; she never overwrites information you already have.
Disconnecting
You can disconnect anytime from the Integrations page — open Zoho CRM and select Disconnect. Rosie stops logging immediately. Everything she's already added to Zoho stays right where it is.
FAQs
Which Zoho CRM plan do I need?
Any plan works, including free.
What happens if the caller is already in my Zoho CRM?
Rosie finds them by phone number — in any format it's saved — and adds the call to their existing record. No duplicate contacts.
Can Rosie book appointments in Zoho?
No — this integration logs calls, texts, chats, and contacts. Appointment booking works through your connected calendar, same as always.
Can I connect more than one CRM?
One CRM per Rosie account. If you switch CRMs, disconnect the old one first.
Does this cost extra?
No. CRM integrations are included on every Rosie plan.
Need Help?
If you have questions or run into any trouble connecting Zoho CRM, reach out at support@heyrosie.com or through the support chat in your Rosie admin — we're happy to help.