Guided setup

Zoho CRM for your AI receptionist, connected for you.

Log calls in Zoho CRM on the right contact or lead, and add new callers as leads with the details read back.

● Cost-conscious small businesses and service firms on Zoho CRM ● Sign in with your account ● CRM and donor management

Guided setup, included.

Our team connects it with you, usually within 1-2 business days. Choose Connect, answer three quick questions, and a setup specialist schedules a short session with your Zoho CRM admin, connects it and tests it on your account before callers rely on it. Anything Zoho Corporation needs first, such as a plan level or partner approval, is listed under Good to know.

Saving messages to Zoho CRM turns on with the AI receptionist. We connect Zoho CRM now; until that is switched on for your line, the receptionist takes a message instead.

What it will do on a call

A returning customer calls. The receptionist recognises the number in Zoho CRM and greets them by first name, without reading out anything private.
A new caller asks about your services. Their name, number and what they need become a new lead or request in Zoho CRM.
Nobody can pick up. The receptionist takes a message and saves it in Zoho CRM as well as your TimberSwitch inbox.

What you can do with it

Every call is logged on the right contact with a summary, so nobody asks "who called?".
A new caller becomes a contact or lead with their details filled in.
Known callers are greeted by first name.

Use cases

Caller lookup and CRM screen pop Lead capture

Industries

Any business Professional services

What the AI receptionist will do on calls

Will look the caller up by phone number in Zoho CRM.
Will log the call on the contact with a short summary and callback number.
Will create a new contact or lead for a first-time caller, after reading their details back.

A sample call

Caller Hi, I spoke to Maria last week about a quote.

AI Thanks, Alex. I'll let Maria know you called. What's the best time to reach you?

Caller After 3.

AI Got it. I've logged that for Maria with a callback after 3.

How setup works

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Our team connects it with you, usually within 1-2 business days. It's part of our free assisted setup, on every package.

Choose Connect. A short guided-setup form opens, and our team takes it from there.
On a short call, an admin signs in to Zoho CRM to approve the connection. We never see the password.
Tell us who calls should be assigned to and which lead source to use.
We test with you, then turn on logging and confirm on your ticket.

What it costs

Works with the AI receptionist, an add-on to any plan once it launches.

Good to know

Guided setup: our team connects it with you and tests it on your account before callers rely on it.
Works on every Zoho CRM edition; Zoho limits daily API use by edition, which normal call volumes stay well inside.
Tell us which Zoho data center your account is in (for example .com or .eu).

Questions

How does Zoho CRM setup work?

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Choose Connect, answer three short questions, and a setup specialist arranges a short session with your Zoho CRM admin. Setup is free on every package, as part of our free assisted setup.

Does Zoho CRM cost extra?

Works with the AI receptionist, an add-on to any plan once it launches. Setup is free.

Who uses Zoho CRM with TimberSwitch?

Cost-conscious small businesses and service firms on Zoho CRM. Industries: Any business, Professional services.

What if the system I use isn't listed?

Tell us what you use and we'll set it up with you. The request form on the integrations page opens a ticket with our team, and we reply within one business day.

Does it work on Zoho CRM Free?

Yes, within Zoho's daily API limits.

Where do calls show up?

In the Calls module on the contact or lead.

Related integrations

Connect

Full setup steps, permissions and troubleshooting are on the support page. Using something else? Tell us what you use.

Zoho Corporation is a trademark of its owner; TimberSwitch is not affiliated. Facts about Zoho Corporation's product last checked October 3, 2026.