Set Up in Minutes, Not Hours
Get your Webex and Zoho CRM integration running quickly with our simple 3-step process
Connect Webex
Link your Webex account using OAuth 2.0 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 Webex call automatically creates a detailed record in Zoho CRM with transcripts, recordings, and smart contact matching.
How Webex and Zoho CRM Work Together
Call Connector creates a seamless bridge between Webex and Zoho CRM, turning every communication into organized, searchable data.
Automatic Call Logging
When a call ends on Webex, 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 Webex? 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 Webex and Zoho CRM must have active accounts.
Why Webex + Zoho CRM?
The Problem
Sales teams live on the phone, but when Webex 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 Webex call and creates a Call Record in Zoho CRM with complete details: participants, duration, timestamp, and direction. When you record calls in Webex, you also get AI-powered transcripts—searchable and ready for review.
The Result
Sales reps stay focused on selling while every Webex 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 Webex communication, automatically organized in Zoho CRM
Every Webex 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 Webex 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
Webex: AI-powered transcripts identify speakers and capture full conversation
Webex: The recall.ai bot appears as a participant in your video meetings
Frequently Asked Questions
Common questions about connecting Webex with Zoho CRM
