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Call Assist + Zoho CRM + Delay by Zapier + Filter by Zapier

Call Zoho CRM leads using Call Assist and play sales message

Generate more inbound calls to your sales team by automating your outbound call process. Call Assist will automatically call leads when some condition is met, play a sales message and connect interested leads to your sales team. A great way to follow up after providing a quote or if your sales team just doesn't have the time to make more calls. Using Call Assist will increase your sales by connecting more leads to your sales team while decreasing the time spent trying to connect with them in the first place.

Generate more inbound calls to your sales team by automating your outbound call process. Call Assist will automatically call leads when some condition is met, play a sales message and connect interested leads to your sales team. A great way to follow up after providing a quote or if your sales team just doesn't have the time to make more calls. Using Call Assist will increase your sales by connecting more leads to your sales team while decreasing the time spent trying to connect with them in the first place.

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

    TriggerScheduled
  2. automatically do this...
    Delay by ZapierDelay by Zapier
    Delay For

    Waits for a set amount of time before completing your Actions.

    ActionWrite
  3. then do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  4. then 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
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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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delay logo
delay logo

About Delay by Zapier

Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.

Related categories

filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories