Zoho Integration - Contact/Lead Creation Required?

[glradiant]

We have our 3CX/Zoho integration set up properly and are realizing that our business is really most interested in the inbound/outbound calls syncing to Activities (I believe this is the Call Journaling aspect of the intetgration?). We don't need a new Lead or Contact created each time someone calls. Is Contact or Lead Creation required in order for the integration to work?

 

[Evolute IT]

We have our 3CX/Zoho integration set up properly and are realizing that our business is really most interested in the inbound/outbound calls syncing to Activities (I believe this is the Call Journaling aspect of the intetgration?). We don't need a new Lead or Contact created each time someone calls. Is Contact or Lead Creation required in order for the integration to work?

Contact creation is executed only if the contact isn't found in the CRM. If it is, call activities will be logged.

Without a matching contact (so no CRM one and the creation is disabled), the call will not be logged.