# 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.

Source: https://edesy.in/docs/crm-integrations

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](https://voice-app.edesy.in) and open **Settings → CRM integrations**. Read [Before You Start](https://edesy.in/docs/crm-integrations/getting-started) 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](https://edesy.in/docs/call-forwarding/getting-started/quick-start) 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](https://edesy.in/docs/voice-api/calls/click-to-call) and [Call Events v1](https://edesy.in/docs/voice-api/webhooks/call-events) to build the same flow yourself.

These connectors are separate from [Edesy CRM](https://edesy.in/docs/crm), which is a CRM product of its own.

## Next steps

- [Before You Start](https://edesy.in/docs/crm-integrations/getting-started)
- [Connect LeadSquared](https://edesy.in/docs/crm-integrations/connectors/leadsquared)
- [Connect Zoho CRM](https://edesy.in/docs/crm-integrations/connectors/zoho-crm)
- [Map your users](https://edesy.in/docs/crm-integrations/manage/user-mapping)