Convoso + Zoho CRM

Convoso + Zoho CRM integrations

Update Convoso leads when new Zoho CRM contacts are created

Keep your CRM and lead management up to date with this seamless Zoho CRM to Convoso workflow. Whenever you add a new contact in Zoho CRM, this automation will instantly update the lead information in Convoso. Save time and eliminate manual data entry errors by connecting these two platforms for a more efficient sales process.

When this happens...
New ContactTriggers 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.
TriggerPolling
automatically do this!
Lead: UpdateThis is to update lead data in convoso
ActionWrite

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More things you can do with Zoho CRM and Convoso

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

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
Email Template Event
Triggers when a new Convoso email template workflow event is created.
Trigger
Instant
Try It
List Event
Triggers when a new convoso list workflow event is created.
Trigger
Instant
Try It
- Phone Number
  Required
- Country Code
  Required
- Campaign ID
  Required
Action
Write
- Campaign ID
- Queue ID
- User ID
Action
Write
- Lead ID
  Required
- User ID
- Recipient
  Required
- Comments
- Callback Time Zone
  Required
- Callback Time
  Required
Action
Write
- Call Log ID
  Required
- Extra Field 01
- Extra Field 02
Action
Write
- Phone Number
  Required
- Phone Code
  Required
- Campaign ID
  Required
- Update Lead Status
- Lead Status
Action
Write
- Status
- Check for Duplicates
- Check for Duplicates in Archived Leads
- Check the DNC
- Check the Wireless List
- Hopper
- Hopper Priority
- Hopper Expires In
- BlueInk Digital Token
- Reject by Carrier Type
- Filter Phone Code
- Update if Found
- Search Campaign ID
- Search List ID
- Update Order by Last Called Time
- Lead ID
Action
Write
- Name
  Required
- Campaign ID
  Required
- Description
- Status
Action
Write
- Call Log ID ★
  Required
- Revenue
- Return
Action
Write
- Status
  Required
- Status Name
  Required
- Hex Color
- Final Option
- Reached Option
- Success Option
- DNC Option
- Callback Option
- Contact Option
- Voicemail Option
Action
Write
- Start Date
- End Date
- Campaign IDs
- List IDs
- User IDs
- Status IDs
Action
Search
- Lead ID
- Campaign ID
- Queue ID
- List ID
- User ID
- Call Type
- Called Count
- Status
- Phone Number
- First Name
- Last Name
- Start Time
- End Time
- Limit
- Offset
- Order
- Include Recordings
Action
Search
- DNC ID
- Campaign ID
- Phone Number
- Phone Code
- Insert Date
- Offset
- Limit
Action
Search
- Lead ID
- User ID
- Created At (Start Date)
- Created At (End Date)
- Last Call (Start Date)
- Last Call (End Date)
- Offset
- Return Count Limit
Action
Search
- Query
Action
Search
- User's Email, First Name, Last Name
- Offset
- Limit
Action
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
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
Campaign Event
Triggers when a new convoso campaign workflow event is created.
Trigger
Instant
Try It
Inbound Number Event
Triggers when a new Convoso Inbound Number workflow event is created.
Trigger
Instant
Try It
Queue Event
Triggers when a new Convoso queue workflow event is created.
Trigger
Instant
Try It
- User ID
  Required
Action
Write
- Callback ID
  Required
Action
Write
- Callback ID
  Required
- User ID
- Recipient
- Comments
- Callback Time Zone
- Callback Time
- Status
Action
Write
- Campaign ID
  Required
- Status
  Required
Action
Write
- Lead ID
  Required
Action
Write
- List ID
  Required
Action
Write
- List ID
  Required
- Name
- Campaign ID
- Status
Action
Write
- Status
  Required
- Status Name
  Required
- Hex Color
- Final Option
  Required
- Reached Option
  Required
- Success Option
  Required
- DNC Option
  Required
- Callback Option
  Required
- Contact Option
  Required
- Voicemail Option
  Required
Action
Write
- Lead ID
  Required
- User
- Status
Action
Write
- Campaign ID
- Comments
- Callback ID
- Lead ID
- List ID
- Recipient Type
- User ID
- Stage
- Offset
- Limit
- Start Date
- End Date
Action
Search
- Ignore this Field
Action
Search
- Lead ID
  Required
- Start Time
- End Time
- Offset
- Limit
Action
Search
- Status
  Required
- List ID
- Campaign ID
Action
Search
- User Email
  Required
- Start Date & Time
- End Date & Time
- Offset
- Limit
Action
Search

About Convoso

Convoso is a cloud-based call center software for sales and lead generation teams.

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Related categories

Sales & CRM

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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Update Convoso leads when Zoho CRM contacts are new or updated

Create new leads in Convoso for every new lead in Zoho CRM