Call Assist + Zoho CRM

Call Assist + Zoho CRM integrations

Call new Zoho CRM leads using Call Assist, routing to a team first

Connect your sales team with new leads as soon as they come into Zoho CRM and convert more lookers into buyers. This integration with Call Assist will call your sales team immediately after they are added to Zoho CRM then connect an agent with the lead. Get new leads on the phone when they are most interested.

When this happens...
New LeadTriggers 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.
TriggerPolling
automatically do this!
Make Call to Team or LeadCalls a Lead and plays your recorded message or a Team connecting the agent to the lead.
ActionWrite

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More things you can do with Zoho CRM and Call Assist

Discover other triggers and actions you can use with Zoho CRM and Call Assist

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.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- Updated Field
Trigger
Instant
Try It
- Type Instructions
- Call Type
  Required
- Team
  Required
- instructions_phone
- External Id
- Lead Phone
- Caller ID
  Required
- First Name
- Last Name
- Source
- Lead Owner
- Email
- Company
- Category
- Comments
- Tags
Action
Write
- External Id
- Phone Number
- Status
- Result
- First Name
- Last Name
- Email
- Owner
- Team
- Company
- Category
- Comments
- Tags
- Stop Calls
Action
Write

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.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Call Result
- Lead Result
- Team
Trigger
Instant
Try It
- External Id
- Lead's Phone Number
Action
Write
- Type Instructions
- Call Type
  Required
- Scheduled Time
  Required
- Team
  Required
- instructions_phone
- External Id
- Lead Phone
- Caller ID
  Required
- First Name
- Last Name
- Source
- Lead Owner
- Email
- Company
- Category
- Comments
- Tags
Action
Write

About Call Assist

Call Assist connect your sales team with new leads instantly and follow up with aging leads automatically through the phone.

HelpHelp

Related categories

Phone & SMS

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Zoho

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