Callbell + Zoho CRM

Callbell + Zoho CRM integrations

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 EventTriggers when a new event is created.
TriggerInstant
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with Callbell and Zoho CRM

Discover other triggers and actions you can use with Callbell and Zoho CRM

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
- name
  Required
- Source
  Required
- identifier
  Required
- Tags
- Custom Fields
- Assigned User
- Team UUID
- Channel UUID
Action
Write

- To
  Required
- Type
  Required
- Template UUID
  Required
- Channel UUID
- Template Values
- Attachment URL
- Fields
Action
Write
- Contact UUID
  Required
- 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
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

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
- Events
  Required
Trigger
Instant
Try It
Message Status Updated
Triggers when a message status is updated
Trigger
Instant
Try It
- from
  Required
- to
  Required
- text
  Required
Action
Write
- Contact UUID
  Required
- Status
  Required
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
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

About Callbell

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

Learn moreLearn moreHelpHelp

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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

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CRM (Customer Relationship Management)

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