Callbell + Zoho CRM

Create new module entries in Zoho CRM from incoming events in Callbell

Efficiently manage your customer communication by creating a seamless bridge between Callbell and Zoho CRM. With this workflow, any new event inside the Callbell app will swiftly record an entry in Zoho CRM's module. This automation not only saves your time but also ensures zero lag in updating customer interactions for better management and response in real-time.

When this happens...
Incoming Event
Triggers when a new event is created.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

What does this mean?

Contact Created
Triggers when a new contact is created in Callbell
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated
Trigger
Instant
Try It
Conversation Opened
Triggers when a conversation is (re)opened.
Trigger
Instant
Try It
Message Created
Triggers when a new message is created
Trigger
Instant
Try It
- nameRequired
- SourceRequired
- identifierRequired
- Tags
- Custom Fields
- Assigned User
- Team UUID
- Channel UUID
Action
Write

- ToRequired
- TypeRequired
- Template UUIDRequired
- Template Values
- Attachment URL
Action
Write
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
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
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write

Contact Deleted
Triggers when a contact in Callbell is deleted
Trigger
Instant
Try It
Conversation Closed
Triggers when a conversation is closed.
Trigger
Instant
Try It
- EventsRequired
Trigger
Instant
Try It
Message Status Updated
Triggers when a message status is updated
Trigger
Instant
Try It
- fromRequired
- toRequired
- textRequired
Action
Write
- Contact UUIDRequired
- Name
- Tags
- Custom Fields
- Assigned User
- Unassign User
- Team UUID
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
Scheduled
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
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

About Callbell

Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoho CRM

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

Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Callbell + Zoho CRM

Create new module entries in Zoho CRM from incoming events in Callbell

Contact Created

Contact Updated

Conversation Opened

Message Created

Create New Contact

SourceRequired

identifierRequired

Tags

Custom Fields

Assigned User

Team UUID

Channel UUID

Send WhatsApp Template Message

ToRequired

TypeRequired

Template UUIDRequired

Template Values

Attachment URL

New Contact

New Module Entry

ModuleRequired

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

Contact Deleted

Conversation Closed

Incoming Event

EventsRequired

Message Status Updated

Create Message (Text)

fromRequired

toRequired

textRequired

Update Contact

Contact UUIDRequired

Name

Tags

Custom Fields

Assigned User

Unassign User

Team UUID

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired