Do agents need a Zoho CRM licence?

No. Agents only need the CallBix app on their Android phone. Whoever sends calls from Zoho needs a Zoho login.

Which Zoho editions work?

Extensions and workflow functions are available on Zoho CRM Standard and above. The free edition can still use the CallBix–Zoho call sync.

It's stored as a secret in the extension's settings. Requests go from Zoho's servers to CallBix, so the key never reaches anyone's browser.

What if a record's owner isn't in CallBix?

The request follows your usual rule in CallBix — everyone in turn, a team, or one person — so no lead is ever dropped.

Guides · Zoho CRM

CallBix for Zoho CRM

Send any lead — or a whole list view — to your team's phones from inside Zoho CRM, see every call with recordings on the record, and let Zoho workflows call new leads within minutes.

What you get

Call with CallBix on every Lead, Contact and Deal — and in list views, for everything you tick (up to 500 at once).
Send them as a “Call now” alert to an agent's phone, or into a call list worked with the power dialer.
Choose who calls: the record owner, a team in turn, one person, or your usual rule.
A Calls in CallBix panel on each record: every call, outcome, note, agent and recording, plus any open follow-up.
Ready-made workflow functions: call every new lead, send hot leads to a team, fill a call list.

Install

In CallBix, open Integrations → Zoho CRM extension → Set up and press Create key. Copy it — it's shown once.
Install CallBix in Zoho CRM from the Zoho Marketplace (search for CallBix), or the install link we send you. Choose who in your Zoho org can use it.
In Zoho: Setup → Marketplace → All → Installed → CallBix → Settings. Paste the key into CallBix API key and save. The page then shows which Zoho users already have CallBix.

Who gets the call

Each time you send records you pick one of these. Your usual rule is set in CallBix under Integrations → Zoho CRM extension → Who gets calls.

Choice	What happens
Record owner	Each record goes to the CallBix person with the same email as its Zoho owner. Different emails can be matched in CallBix.
A team, in turn	Shared between the team's agents — whoever has the fewest open requests gets the next one.
One person	All of them go to the person you pick.
Our usual rule	Everyone in turn, one team, or one person — whatever your workspace is set to.

Only people with the CallBix app signed in on a phone take part in “in turn”. If an owner isn't in CallBix, the usual rule applies.

Call buttons

Open a record and press Call with CallBix, or tick records in a list view and press it at the top. You'll see how many have a phone number; records without one are skipped and listed. For Deals, the phone of the Deal's Contact is used.

The agent's phone gets an alert with a Call button. How fast they called is tracked as speed to lead in CallBix → Reports, and an agent who hasn't called in time is reminded (and their manager told).

Call history on the record

The Calls in CallBix panel shows the number's calls with your team — newest first, with outcome, notes, talk time and a link to the recording (on plans with recordings). Call now there sends the record to its owner in one click.

Zoho workflows

Zoho CRM → Setup → Automation → Workflow Rules → choose the module and the trigger → Instant actions → Function → Write your own (Deluge). Map the argument leadId to the record's id. These read the key saved in the extension; without the extension, put your key in place of apiKey.

Call every new lead within minutes (Leads → On create)

apiKey = zoho.crm.getOrgVariable("callbix__api_key");
lead = zoho.crm.getRecordById("Leads", leadId);
phone = ifnull(lead.get("Mobile"), lead.get("Phone"));
if(phone == null) { return; }
body = Map();
body.put("phone", phone);
body.put("name", ifnull(lead.get("Full_Name"), ""));
body.put("company", ifnull(lead.get("Company"), ""));
body.put("externalId", "Leads:" + leadId);
owner = lead.get("Owner");
if(owner != null) { body.put("assignTo", "owner:" + owner.get("email")); }
headers = Map();
headers.put("Authorization", "Bearer " + apiKey);
headers.put("Content-Type", "application/json");
resp = invokeurl [ url: "https://api.callbix.app/api/v1/hooks/call-request" type: POST parameters: body.toString() headers: headers ];

Other values for assignTo: an agent's email, team:<team id> (ids are listed under Who gets calls), or leave it out for your usual rule. To fill a call list instead, post to https://api.callbix.app/api/v1/hooks/leads — see the API docs.

Calls back in Zoho

The extension sends work to phones. To log every call back into Zoho — on the right Lead or Contact, with notes, outcome and recording — also connect Integrations → Zoho CRM in CallBix. The two work together: a call made from a “Call now” alert is logged on the record it came from.

Questions

Do agents need a Zoho CRM licence?: No. Agents only need the CallBix app on their Android phone. Whoever sends calls from Zoho needs a Zoho login.
Which Zoho editions work?: Extensions and workflow functions are available on Zoho CRM Standard and above. The free edition can still use the CallBix–Zoho call sync.
Is my API key safe?: It's stored as a secret in the extension's settings. Requests go from Zoho's servers to CallBix, so the key never reaches anyone's browser.
What if a record's owner isn't in CallBix?: The request follows your usual rule in CallBix — everyone in turn, a team, or one person — so no lead is ever dropped.