Callingly + Zoho CRM

Callingly + Zoho CRM integrations

Create Callingly calls for new Zoho CRM leads

Efficiently manage your sales pipeline by connecting Zoho CRM and Callingly. With this workflow, whenever a new lead is added in Zoho CRM, a call will be initiated in Callingly to immediately connect with the lead. This seamless integration ensures prompt communication and helps you maximize your lead conversion rates.

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!
Call LeadCreates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
ActionWrite

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More things you can do with Zoho CRM and Callingly

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

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
- Team
- Filter
Trigger
Instant
Try It
- Team
  Required
- First Name
- Last Name
- Phone Number
  Required
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
- Comments
Action
Write
- Phone Number
  Required
- Team
- Status
- Result
- Tags
- Stage
- Lead Owner
- Stop Calls
- Resume 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
Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
- Call Status
- Lead Status
- Team
- Number
Trigger
Instant
Try It
- Team
  Required
- First Name
- Last Name
- Phone Number
  Required
- Scheduled Time
  Required
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
Action
Write
- Phone Number
  Required
Action
Search

About Callingly

Callingly is a call automation platform that gets salespeople on the phone with incoming online leads.

Learn moreLearn moreHelpHelp

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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Related Zap Templates

"create leads in Callingly for new contacts in Zoho CRM"

Related Zap Templates

"create leads in Callingly for new contacts in Zoho CRM"