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Call Assist + Zoho CRM

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.

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.

  1. When this happens...
    Zoho CRMZoho CRM
    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.

    TriggerScheduled
  2. automatically do this!
    Call AssistCall Assist
    Make Call to Team or Lead

    Calls a Lead and plays your recorded message or a Team connecting the agent to the lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    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
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    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
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    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
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
call-assist logo
call-assist logo

About Call Assist

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

Related categories

  • Phone & SMS
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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