Unite Microsoft Teams Calls with Zoho CRM Records
Turn every Microsoft Teams conversation into actionable Zoho CRM data. Automatically log calls, transcribe conversations, and update your Zoho CRM records in real-time.
Set Up in Minutes, Not Hours
Get your Microsoft Teams and Zoho CRM integration running quickly with our simple 3-step process
Connect Microsoft Teams
Link your Microsoft Teams account using OAuth 2.0 (Microsoft Identity) to enable call capture from all devices.
Connect Zoho CRM
Authenticate your Zoho CRM account using OAuth 2.0. Setup takes 5 minutes.
Start Logging Automatically
Every Microsoft Teams call automatically creates a detailed record in Zoho CRM with transcripts, recordings, and smart contact matching.
How Microsoft Teams and Zoho CRM Work Together
Call Connector creates a seamless bridge between Microsoft Teams and Zoho CRM, turning every communication into organized, searchable data.
Automatic Call Logging
When a call ends on Microsoft Teams, Call Connector immediately gets to work. It looks up the phone number in your Zoho CRM contacts and creates a Call Record with complete metadata: duration, timestamp, direction, and participants.
Recording & Transcripts
Recording a call in Microsoft Teams? The recording and AI-generated transcript are automatically attached. No manual uploads, no copy-paste—everything flows automatically.
What's Included
Call Logging
SMS Logging
Fax Logging
Recording Storage
AI Transcripts
Available on Free+ Plan
This integration requires the Free plan or higher. Both Microsoft Teams and Zoho CRM must have active accounts.
Why Microsoft Teams + Zoho CRM?
The Problem
Sales teams live on the phone, but when Microsoft Teams calls aren't logged to Zoho CRM, deals slip through the cracks. Reps waste time manually updating CRM records instead of selling, and managers lack visibility into customer conversations and pipeline health.
The Solution
Call Connector automatically captures every Microsoft Teams call and creates a Call Record in Zoho CRM with complete details: participants, duration, timestamp, and direction. When you record calls in Microsoft Teams, you also get AI-powered transcripts—searchable and ready for review.
The Result
Sales reps stay focused on selling while every Microsoft Teams conversation automatically updates Zoho CRM. Managers get complete visibility into customer interactions. No missed follow-ups, no lost deals, no manual logging—just automatic, accurate pipeline data.
Everything Captured Automatically
Complete details from every Microsoft Teams communication, automatically organized in Zoho CRM
Every Microsoft Teams meeting with external attendees automatically recorded
Meeting duration, timestamp, and participant list captured
AI-powered transcriptions with speaker identification
Full meeting recordings stored in connected cloud storage
Recordings and transcripts logged to destination CRM/practice management system
Manual bot invitation available for ad-hoc meetings
Every call logged as a Call record with full details
Call duration, timestamp, direction, and participants automatically captured
AI-powered transcriptions embedded in call details
Recording links included for instant playback
SMS messages logged as Notes on contact records
Faxes stored as Attachment records on the Account
See It In Action
Real examples of Microsoft Teams and Zoho CRM working together with Call Connector
Zoho CRM: Calls appear as Call records with duration and participant details
Zoho CRM: SMS messages appear as Notes on the contact record
Zoho CRM: Faxes are stored as Attachment records on the Account
Microsoft Teams: AI-powered transcripts identify speakers and capture full conversation
Microsoft Teams: The recall.ai bot appears as a participant in your video meetings
Frequently Asked Questions
Common questions about connecting Microsoft Teams with Zoho CRM
Connect to Zoho CRM from other communication platforms
Receive call logs from Microsoft Teams in other systems
