INTEGRATION

KloudMD + Zoho CRM

Zoho CRM is a leading cloud CRM used by businesses of every size to manage leads, contacts, and pipelines. KloudMD plugs into it as your front office — phones, online scheduling, forms, and follow-ups that work directly with your Zoho CRM calendar.

Zoho CRM logo

Two-way contact and lead sync

Leads and contacts flow both ways between KloudMD and Zoho CRM. A new lead from your website, a phone call, or a text lands in Zoho CRM automatically — complete with source attribution — and updates in either system stay in sync.

Every call and text, logged

KloudMD’s phones and AI front desk capture every interaction. Calls, texts, voicemails, and booking outcomes are logged against the right contact, so your Zoho CRM pipeline reflects what actually happened — no manual data entry.

From campaign to booked appointment

Campaigns you run from Zoho CRM drive calls and clicks that KloudMD answers, qualifies, and books. Closed-loop reporting shows which campaigns produced appointments and revenue, not just leads.

Keep your existing workflow

Your team keeps working in Zoho CRM; KloudMD runs the front office around it — answering, scheduling, intake, reminders, and payments — and keeps the CRM updated in the background.

GET STARTED

See KloudMD work with Zoho CRM

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