Create integrations between Call Assist and Zoho CRM to automate any workflow
Create your first workflow
Quickly automate workflows with Call Assist and Zoho CRM using Zapier's templates.
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Call Result
Lead Result
Team
Try ItExternal Id
Lead's Phone Number
Type Instructions
Call TypeRequired
Scheduled TimeRequired
TeamRequired
instructions_phone
External Id
Lead Phone
Caller IDRequired
First Name
Last Name
Source
Lead Owner
Email
Company
Category
Comments
Tags
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It
Updated Field
Try ItType Instructions
Call TypeRequired
TeamRequired
instructions_phone
External Id
Lead Phone
Caller IDRequired
First Name
Last Name
Source
Lead Owner
Email
Company
Category
Comments
Tags
External Id
Phone Number
Status
Result
First Name
Last Name
Email
Owner
Team
Company
Category
Comments
Tags
Stop Calls
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It