TPSClear for Zoho CRM checks every UK phone number on your Leads, Contacts and Accounts against the TPS and CTPS registers and writes the result onto the record. You connect it from our website through Zoho's own sign-in, and it works with Zoho CRM in the EU, UK, US and Australian data centres.
What it does
- Checks every phone-type field on Leads, Contacts and Accounts, including custom phone fields.
- Writes the result to three fields it creates when you connect.
- Updates only its own three fields, and its updates do not run your workflow rules, approvals or blueprints.
The fields TPSClear adds
| Field | Type | What it holds |
|---|---|---|
| TPS status | Pick list | The most cautious result across the record's numbers: Clean, TPS-listed, CTPS-listed, Do not call (opt-out), Not a valid UK number, or Unknown (check failed) |
| TPS last checked | Date/Time | When the numbers were last checked |
| TPS phone detail | Single line | Each phone field with its number and result |
If your edition has reached its custom field limit, the connection still completes and the setup guide shows how to add the missing fields by hand.
When numbers are checked
- When a record with a phone number is created.
- When a phone number on a record changes. Edits to other fields do not trigger a check.
- Every night, if you switch on the nightly sweep: records never checked, records whose last check failed, and results 27 or more days old.
If a lookup fails, the record reads Unknown (check failed) and is checked again. A failed check is not marked Clean.
Plans
Your first 5 checks are free when you connect. After that you choose a TPSClear plan; prices are on the pricing page. Revoking TPSClear in Zoho stops checking but does not cancel a subscription: write to support@tpsclear.co.uk and we cancel it for you.
For cost-conscious UK SMEs
Many UK teams pick Zoho CRM on price. Zoho has no built-in TPS check, because the TPS is a UK register, so the check has to come from outside. TPSClear adds it on a monthly plan a small team can sign off themselves.
What you can do today
- Open the Zoho CRM setup guide and connect your organisation. The guide also covers each permission, the fields and how to disconnect.
- Background reading: PECR explained covers the regulation behind the TPS.