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Callingly + Zoho CRM

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

Turn your Zoho CRM new contacts into immediate phone leads with this seamless workflow. As soon as a new contact is added to Zoho CRM, a call lead is created in Callingly, ensuring timely engagement and quick response. This helps to enhance customer relationships and improve conversion rates. No more delays or manual data entry, embrace the efficiency of this automation process today.

Turn your Zoho CRM new contacts into immediate phone leads with this seamless workflow. As soon as a new contact is added to Zoho CRM, a call lead is created in Callingly, ensuring timely engagement and quick response. This helps to enhance customer relationships and improve conversion rates. No more delays or manual data entry, embrace the efficiency of this automation process today.

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

    TriggerScheduled
  2. automatically do this!
    CallinglyCallingly
    Call Lead

    Creates 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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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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callingly logo

About Callingly

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

Related categories

  • Phone & SMS
zoho-crm logo

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