How to Set Up Browser Calling in Zoho CRM

Learn how to install the ZDialer extension, authorize telephony permissions, and place calls or text messages directly from Zoho CRM.

July 14, 2026 By DK LLC

This guide walks you through setting up a browser extension to initiate calls and SMS messages directly from a CRM environment. Completing this setup allows you to seamlessly communicate with leads without switching between different software applications.

This process is designed for sales representatives and customer support agents who actively manage leads. You'll execute this setup once during your initial browser configuration to streamline your daily outreach workflow.

Install the Extension

Open up Chrome Browser

Type ZDialer in the Chrome Web Store search bar.

Step #3: Select the ZDialer - Zoho Voice Extension from the search results. — Select the **ZDialer - Zoho Voice Extension** from the search results.

Step #4: Click Add to Chrome. — Click **Add to Chrome**.

Step #5: Click Add extension in the pop-up to confirm the installation. — Click **Add extension** in the pop-up to confirm the installation.

Authorize and Pin the Dialer

Step #6: Click on the newly installed extension icon in the top right to begin authorization. — Click on the newly installed extension icon in the top right to begin authorization.

Step #7: Check the box in the authorization window to allow data access from Zoho Voice and Zoho Files. — Check the box in the authorization window to allow data access from Zoho Voice and Zoho Files.

Step #8: Click Accept. — Click **Accept**.

Pinning the extension ensures the dialer is always easily accessible from your browser toolbar.

Step #9: Click the Chrome extensions menu (the puzzle piece icon). — Click the Chrome extensions menu (the puzzle piece icon).

Step #10: Click the Pin icon next to the ZDialer extension. — Click the **Pin** icon next to the ZDialer extension.

Make a Call from Zoho CRM

Step #11: Navigate to your Zoho CRM dashboard. — Navigate to your **Zoho CRM** dashboard.

Step #12: Click Search records to locate the contact or lead you want to call. — Click **Search records** to locate the contact or lead you want to call.

Step #13: Hover over the phone number field on the record and click the Call or Chat icon. — Hover over the phone number field on the record and click the **Call** or **Chat** icon.

Step #14: When prompted by Zoho CRM for notification and microphone access, click OKAY. — When prompted by Zoho CRM for notification and microphone access, click **OKAY**.

Step #15: Select Allow while visiting the site in your browser's permission dialog to enable your microphone. — Select **Allow while visiting the site** in your browser's permission dialog to enable your microphone.

Your dialer is now fully integrated. You can click any phone number in the CRM to immediately start a call.

Q: Why isn't my microphone working when I try to make my first call?

A: The first time you attempt to make a call, your browser will ask for microphone permissions. You must click "Allow while visiting the site" in the prompt to ensure the dialer can access your computer's audio.

Term	Definition
ZDialer	A browser extension that acts as a bridge between web applications and a cloud telephony system, enabling click-to-call functionality.
Zoho Voice	A cloud-based business telephony application used for making, receiving, and logging phone calls and SMS messages.
Zoho CRM	A Customer Relationship Management platform used to organize, track, and engage with sales leads and current clients.

Authorize and Pin the Dialer

Pinning the extension ensures the dialer is always easily accessible from your browser toolbar.

Make a Call from Zoho CRM

Your dialer is now fully integrated. You can click any phone number in the CRM to immediately start a call.

Q: Why isn't my microphone working when I try to make my first call?

Term

Definition

ZDialer

A browser extension that acts as a bridge between web applications and a cloud telephony system, enabling click-to-call functionality.

Zoho Voice

A cloud-based business telephony application used for making, receiving, and logging phone calls and SMS messages.

Zoho CRM

A Customer Relationship Management platform used to organize, track, and engage with sales leads and current clients.