CRM Integrations

How Edesy's LeadSquared and Zoho CRM connectors work - click to call from the CRM (agent first, then the lead), every call logged on the lead or contact with its recording link, screen-pop and lead-owner routing for LeadSquared. Rs 1.50/min, no connector fee.

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Edesy connects your Indian business number to LeadSquared and Zoho CRM. Agents click to call a lead from the CRM: their own phone rings first, and when they answer Edesy rings the lead, showing your Edesy number. Every call, inbound or outbound, is then logged on the matching lead or contact with direction, duration, who took it and a link to the recording.

Ready to start? Sign in at voice-app.edesy.in and open Settings → CRM integrations. Read Before You Start first.

What each connector does#

Capability LeadSquared Zoho CRM
Click to call from the CRM Yes, through the Universal Telephony Connector's Click2Call Yes, through an Open a URL button on Leads and Contacts
Call logged on the record Phone-call activity on the lead Record in the Calls module, linked to the Lead or Contact
Recording link Yes Yes, in the call's description
Missed inbound calls Logged with status Missed Logged as missed calls
Owner of the call The mapped LeadSquared user The mapped Zoho user
Incoming-call screen-pop Yes (Agent Popup) No
Disposition and notes Yes (Call Disposition URL) No
Ring the lead owner first Yes, with API keys No

Which calls are logged#

  • Inbound calls to your Edesy forwarding numbers. Set up a forwarding rule for the number first. Answered and missed calls are both logged.
  • Calls placed from the CRM with click-to-call.

Calls are matched to a lead or contact by the customer's number against the record's Phone or Mobile field. Calls placed from a lead's page are always linked to that lead.

Facts#

Where you set it up voice-app.edesy.in, Settings, CRM integrations
Who can set it up An owner or admin of the Edesy workspace
Click-to-call order Agent's mapped phone first, then the lead
Recording On by default for click-to-call; links stay valid for two years
Retries Failed writes are retried automatically for about an hour, then shown with a Send again button
Reconnects If the CRM stops accepting the connection, the workspace owner gets an email; waiting calls are logged after you reconnect
Price Click-to-call Rs 1.50/min, forwarded calls Rs 1.00/min, plus number rental. No connector fee. Excludes 18% GST

Not available yet#

HubSpot, Salesforce, Freshworks, Bitrix24 and Pipedrive have no connector. For those, use the click-to-call API and Call Events v1 to build the same flow yourself.

These connectors are separate from Edesy CRM, which is a CRM product of its own.

Next steps#

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