Talkify / Integrations / Zoho CRM
For Zoho CRM teams in New Zealand and Australia

Your phone, finally feeding Zoho CRM.

Your web forms, your emails and your campaigns all land in Zoho. The phone, where the keenest buyers come from, still depends on someone remembering to type it up. Talkify is the Zoho CRM AI receptionist that answers in a real New Zealand voice, knows the caller from Zoho before it says hello, and writes every conversation back, so your Zoho CRM phone integration is finally complete.

The Zoho logo. Talkify recognises callers from Zoho CRM and logs every call, lead and follow-up back into it. Zoho CRM
Claim a free setup → See how it works
Connects by
Zoho sign-in
Knows callers
Before hello
Data centre
zoho.com.au too

Put your name down and we will connect your Zoho CRM and walk you through it. No setup fee, no lock-in, and your phone number stays exactly where it is.

New callers become leads and deals in Zoho CRM, with the call already logged.

What the agent does in your Zoho CRM.

All of it through Zoho's own API, into the modules you already use, under the rules you already set.

Knows the caller first

The number is searched across the phone fields on your Zoho leads and contacts while the call connects, so a regular is greeted by name, not asked to spell it.

New callers become leads

Someone Zoho has never heard of is added as a lead with their name, number, email and a lead source, and Zoho's duplicate checks still apply.

Every call on the record

An inbound call in Zoho's Calls module with its start time, length and a plain summary, on the right lead or contact.

The transcript a click away

A note on the record with what was said and a link to the full transcript, so anyone picking the lead up knows the story.

Tasks and deals, if you want them

A follow-up task for whoever owns the lead, or a deal in the pipeline and stage you choose, for enquiries worth chasing.

Your data centre, your rules

Connects to the Zoho data centre your account lives in, Australia included, and your workflow rules run on everything it creates.

The hole in the pipeline

The best leads ring. Zoho never hears about them.

A caller is further along than a form filler. They have a question, a timeframe and often a budget. They are the enquiries most worth a record, and the ones least likely to get one.

Missed calls leave no trace at all. A voicemail nobody returns is not in any report, so the pipeline looks healthier than it is and nobody can say how much went to a competitor.

Talkify answers every call and files every one, so the phone shows up in Zoho like every other channel: counted, assigned, followed up by your own workflow rules.

Claim a free setup → Count the calls you miss

From the first ring to a record in Zoho.

One new enquiry, followed from hello to the task on your sales rep's list.

01

Zoho is asked first

As the call connects, the number is searched in your leads and contacts. A known client is greeted by name; a stranger is welcomed as one.

02

A real conversation

The agent answers questions from what you have told it about the business, and asks yours: what they need, where, how soon, and the best way back to them.

03

A lead appears

For someone new, a lead is created with their details and your chosen lead source. Assignment and workflow rules take it from there, as they would for any lead.

04

The call is logged

An inbound call record goes on the lead or contact, with when it happened, how long it ran and what it was about in plain words.

05

The next step is set

A task for the owner to ring back, or a deal in the right pipeline and stage, so a good enquiry is in front of a person the same day.

06

You hear about it too

A text and an email within seconds of the call ending, with the summary and a link to the transcript, for anyone who is not living in Zoho.

Connected in minutes

Sign in to Zoho once. Choose what gets written.

There is nothing to install in Zoho and no fields to create. You approve access through Zoho's own sign-in, then decide how much the agent should do: log calls only, add leads, or open tasks and deals too. We are happy to set it up alongside you.

Talk to us → Claim a free setup
  1. ConnectPress Connect in Talkify and sign in to Zoho with an account that can see your leads and contacts.
  2. Choose what it createsCalls and notes on every call, leads for new callers, and optionally tasks or deals in the pipeline you pick.
  3. Forward your callsPoint your existing number at Talkify for the times you want covered. Nothing is ported.
  4. Watch Zoho fillRing your own number, then open Zoho and find the call, the note and the lead waiting for you.

Who runs Zoho and cannot always pick up.

Zoho is the CRM of choice for plenty of growing businesses on both sides of the Tasman. These are the ones for whom a missed call is a missed sale.

Professional firms.

Consultancies, advisers and agencies whose next client usually rings while everyone is in a meeting. AI reception for professional services.

New clients · referrals

Accountants and bookkeepers.

Practices on Zoho One whose phones go wild around deadlines, exactly when nobody has time to log a call. AI reception for accountants.

Enquiries · deadlines

Sales-led service teams.

Cleaning, security, fit-out and facilities firms that quote for a living and track every quote in Zoho. The sales agent.

Quotes · site visits

A CRM is only as good as what goes into it.

Two reasons the phone has been the leak, and how that stops.

Nobody types up a phone call at 5pm.

Busy people mean to log the call and then the next one rings. When the agent takes the call, the record is written by the same thing that heard it, completely and straight away, so reporting in Zoho reflects what really came in.

Your process, not a new one.

Because what Talkify creates runs your Zoho workflow rules, lead assignment and blueprints, the phone joins the process you already trust. Compare how the same idea works on HubSpot and Pipedrive.

The Talkify difference

Built here.
Not badged here.

Most AI answering services sold in New Zealand are overseas platforms with a local logo. Talkify runs on our own local SIP network, keeps data in New Zealand and Australian data centres, and answers in voices your callers actually recognise. That changes how every call sounds, and where every recording lives.

Ask a person Talk to us

Tell us which system you run and how your calls come in. A real person at Talkify replies, and we set the connection up with you.

Talk to us →

Flat NZD pricing, published on the site. No setup fee. No lock-in. Built in Ōtautahi Christchurch and operated by Talkify Limited.

  1. 01

    Calls never leave the neighbourhood.

    We run our own local SIP carrier network, so your calls connect close to home. Less lag, no talking over each other, and the clear, close sound of a local call.

    Local SIP · pickup from 0.4s
  2. 02

    Voices from here, for callers from here.

    A full range of Kiwi and Aussie voices, not an American accent doing its best. Callers relax when the voice sounds like them, and relaxed callers book.

    EN-NZ · EN-AU · 32 voices
  3. 03

    A local number in every region.

    Regional phone numbers across New Zealand and Australia, so a Christchurch caller rings 03 and an Auckland caller rings 09. Local numbers get answered; unknown ones get screened.

    NZ & AU regional DDIs
  4. 04

    Your data stays on this side of the world.

    For data sovereignty, everything is stored in New Zealand and Australian data centres: recordings, transcripts and customer details held close to home under local privacy law.

    NZ + AU data centres · AES-256
  5. 05

    Agents that make the call, too.

    Full outbound service, not just answering. Your agents confirm bookings, chase missing details and run marketing call campaigns, with every conversation transcribed.

    Confirmations · Campaigns
  6. 06

    Campaigns that actually get answered.

    Load a contact list and the agent rings through it, asks your questions, and hands back transcripts with the answers extracted and analysed. Offers, follow-ups or a straight survey, at a scale no clipboard reaches.

    AI phone campaigns
  7. 07

    Call centre scale without the call centre.

    One agent or a whole fleet answering unlimited simultaneous calls. Overflow, after-hours or the entire front line, with warm transfer to a human whenever it matters.

    ∞ concurrent lines
  8. 08

    Plugged into the tools you already run.

    Calendars, CRMs like HubSpot and GoHighLevel, gym platforms, WhatsApp and SMS, plus Zapier and a full REST API when you want to wire up something custom.

    CRM · Calendar · Zapier · API
  9. 09

    We set it up. Personally.

    No DIY prompt wrangling. We build your agent around your business, brief it on your services and pricing, tune it with you, and keep tuning after you're live.

    Done-for-you setup
  10. 10

    Every call in your pocket.

    Native apps for iPhone and Android push you each call summary the moment it ends: who rang, what they wanted, what the agent did about it.

    iOS · Android
  11. 11

    Reporting that reads the room.

    Full transcripts, sentiment, outcomes and intent on every call, rolled into dashboards that show what your callers actually want, not just how many rang.

    Transcripts · Sentiment · Intent

Frequently asked.

The questions we hear most. If yours isn't here, talk to us and a person will answer it.

What is an AI receptionist for Zoho CRM?
A phone agent that answers your business calls and keeps Zoho CRM up to date while it does. It looks the caller up in Zoho by their number before it says hello, greets people you already know by name, and after the call writes it into Zoho: a call record with the summary, a note with the transcript link, a new lead for someone new, and a task or a deal when the conversation calls for one. Talkify is built in Christchurch for businesses in New Zealand and Australia.
How does Talkify connect to Zoho CRM?
Through Zoho's own sign-in. You press Connect in Talkify, sign in to Zoho with an account that can see your leads and contacts, and approve the access Talkify asks for. No API keys to copy and no developer work. Talkify works with the data centre your Zoho account lives in, and you can remove its access from your Zoho account settings at any time.
We are on Zoho's Australian data centre. Does that work?
Yes. Zoho keeps accounts in separate regional data centres, including Australia at zoho.com.au, and Talkify connects to the one your account belongs to. Your CRM records stay in Zoho where they are. The phone calls themselves are handled in New Zealand and Australian data centres and nowhere else, recordings and transcripts included.
How does it know who is calling?
Before the agent speaks, the caller's number is searched across the phone fields in your Zoho leads and contacts, which is something Zoho's search is built to do. A match means the agent knows the name and can greet them properly, and the call is filed against that record afterwards. No match means a new person, and you choose whether they become a lead.
What gets written into Zoho after a call?
A call record in Zoho's Calls module, marked inbound, with the time it started, how long it ran and a plain summary in the description, linked to the lead or contact. A note carrying the summary and a link to the full transcript. A new lead with its lead source if the caller was not in Zoho. And, when you switch them on, a follow-up task for your team or a deal in the pipeline and stage you pick.
Will my Zoho workflow rules still run?
They will. Records created through Zoho's API run the workflow rules, approvals and blueprints you have set on them, so a rule that emails the sales manager about every new lead, or assigns leads by region, fires for a phone enquiry exactly as it does for a web form. Talkify becomes one more source feeding the process you already built.
Do I have to change my business phone number?
No. Your customers keep ringing the number they know and your phone system stays as it is. Calls reach Talkify by forwarding, whenever you choose: always, when every line is busy, when nobody answers within a few rings, or after hours. Nothing is ported.

Have a look around.

The sales agent →

What qualifying, quoting and following up on the phone looks like all day.

HubSpot →

The same caller recognition and call logging for teams on HubSpot.

Pipedrive →

Callers greeted by name from your Pipedrive people, and every call filed.

ActiveCampaign →

Callers tagged in ActiveCampaign so your automations follow them up.

Leads →

Every enquiry in one list inside Talkify, whichever door it came through.

Every integration →

Everything Talkify connects to, and what your agent can do once it is connected.

TALKIFY FOR ZOHO CRM · NEW ZEALAND AND AUSTRALIA · 2026

Every caller in Zoho.
Every call answered.

We connect it to your system with you Talk to us Sign up, sales & support · we'll set you up 0800 002 967
● No card● No lock-in● Free to call● Set up alongside you

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Talkify is currently available to businesses in New Zealand & Australia only.

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