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, filling in any fields your Zoho CRM requires that the caller gave her (see Required Fields).
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, log calls, and read which contact fields are required.
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 your Zoho CRM requires other fields, Rosie asks for them during the call and fills in whatever the caller gives her. 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.
Keeping spam and hang-ups out — you can choose which new callers Rosie adds to Zoho CRM under Settings on the Integrations page. Spam is kept out by default, and you can also leave out hang-ups and callers who didn't give a name; see how new contact filters work.
Required Fields
Some Zoho CRM accounts make certain contact fields required, such as a service type or a lead source. Rosie reads those fields and asks new callers for them, so the contacts she adds match how your team fills them in.
How Rosie finds them — Rosie reads the required fields on your Zoho contacts when you connect, and again whenever you select Re-sync on the Zoho CRM page in Rosie. You'll see them listed under Required contact fields, each with a tag:
Filled in by Rosie means Rosie fills it in on her own, like the phone number and name.
Rosie asks means Rosie asks new callers for it during the call. Email and most text, number, date, yes/no, and pick-list fields get this tag.
Rosie can’t ask callers means it's a field a caller can't answer, like a lookup or owner field. Rosie leaves it empty and still creates the contact, so you can fill it in yourself later.
During the call — Rosie only asks when the caller isn't already in Zoho. She works the questions into the step she's already on, so she asks while she takes a message or books an appointment, one question at a time. If a field is a pick-list, she gives the caller your options. If the caller asks to be transferred, she transfers first and doesn't ask beforehand. She asks about each field once, and if the caller doesn't know or would rather not say, she takes that as their answer and moves on. She never tells the caller why she's asking.
If a caller doesn't give one — Rosie still creates the new contact with whatever details she collected, and leaves that field empty for you to fill in. The call is saved in Rosie with its summary, so nothing is lost. Callers who are already in Zoho aren't affected: Rosie never asks them these questions, and their calls are logged the same as always.
If you change your fields in Zoho — Rosie doesn't pick up the change on her own. After you make a field required, or make one optional, select Re-sync so Rosie asks new callers for the right details. Until you do, new contacts are created without the new field.
If you connected Zoho CRM before October 1, 2026 — Rosie needs one extra Zoho permission to read your required fields, and accounts connected before then don't have it yet. You'll see this note on the Zoho CRM page in Rosie: "Rosie couldn’t read your required fields from Zoho CRM. Reconnect to fix it — your new contact filters stay the same." Reconnecting is optional. Rosie keeps creating new contacts in Zoho either way; she just won't ask callers for your required fields until you reconnect. To reconnect, select Reconnect Zoho CRM in that note, then select Accept in Zoho.
Texts and website chats — Rosie asks new people who text you for these fields too, and she sends their answers and email to Zoho with the new contact. On your website chat, Rosie doesn't ask for them, but she still uses any a visitor shares and adds them to the new contact.
Disconnecting
You can disconnect anytime from the Integrations page — open Zoho CRM, select Settings, then 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.
Why is a required field empty on a new contact?
The caller didn't give it, their answer to a pick-list field didn't match one of your options, or it's a field Rosie can't ask a caller. Rosie still creates the contact with whatever details she collected, so you can fill in the rest yourself. You can see which fields Rosie asks for under Required contact fields on the Zoho CRM page in Rosie.
I just made a field required in Zoho. Do I need to do anything?
Yes. Select Re-sync on the Zoho CRM page in Rosie. Rosie doesn't notice field changes in Zoho until you re-sync, so new contacts are created without the new field until then.
Do I need to reconnect Zoho CRM?
Only if you want Rosie to ask callers for your required fields. If you connected before October 1, 2026, Rosie needs one more Zoho permission for that, and you'll see a Reconnect Zoho CRM link on the Zoho CRM page. If you don't reconnect, Rosie keeps creating new contacts exactly as she does today. Your new contact filters stay the same either way.
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.