How to Set Up Call Channel in CRM: Step-by-Step Guide

Setting Up Call Channel in CRM

How to Enable Call Channel in CRM

Go to the left menu in your account and find the "Channels" section. Click on the "Call" channel option.


Authorize Your Twilio Account

To begin using voice capabilities, you'll need to authorize your Twilio account. Click on the "Authorize" button to grant the necessary permissions.

Enable Voice-Enabled Numbers

After authorization, a list of voice-enabled numbers linked to your Twilio account will appear. Select the numbers you wish to enable for use.



Assign Numbers to Teams & Set Your Profile Online

Once the numbers are enabled, they will be automatically assigned to the default team, and your profile will be set to "Online" by default, allowing you to start making and receiving calls.

Start Calling via Zoho CRM

With everything set up, go to your Zoho CRM account and begin making calls using the enabled numbers.



    • Related Articles

    • HelloSend Call Module for CRM

      The HelloSend Call Module brings advanced calling features to Zoho CRM and Pipedrive, helping businesses streamline communication and enhance productivity. Key highlights include: Team Management: Easily organize your team, assign roles, and set ...

    • Twilio SMS for Zoho CRM

      By integrating Twilio SMS with Zoho CRM, you will benefit from the following, Twilio SMS for Zoho CRM extension enables SMS/MMS communication within Zoho CRM modules.  Inbound / Outbound SMS Support. Send and Receive SMS within Zoho CRM Bulk SMS ...

    • Twilio SMS for Zoho CRM

      By integrating Twilio SMS with Zoho CRM, you will benefit from the following, Twilio SMS for Zoho CRM extension enables SMS/MMS communication within Zoho CRM modules.  Inbound / Outbound SMS Support. Send and Receive SMS within Zoho CRM Bulk SMS ...

    • Zoho Sign for HubSpot

      Zoho Sign integration with HubSpot Zoho Sign is now available in HubSpot, a complete CRM platform that has all the tools required for marketing, sales, customer service, and content management. This integration can help users to send and track Zoho ...

    • SMS & MMS Messaging App for Zoho CRM

      Setup and Installation Install link : https://marketplace.zoho.com/app/crm/ringcentral-sms-extension-for-zoho-crm 1. Click the install link and select 'Install Now.' 2. Authorise Zoho CRM 3. Choose any SMS service 4. Select Twilio / RingCentral to ...