net2phone + Zoho CRM

net2phone + Zoho CRM integrations

Update module entries in Zoho CRM when new calls are answered in net2phone

Streamline your customer relationship management with this handy workflow. Whenever a call on net2phone is answered, you'll see an immediate update or creation of a module entry in Zoho CRM. This allows for swift response and documentation, making managing your business communications a breeze. Perfect for those looking for efficiency, improved productivity, and real-time updating.

When this happens...
Call AnsweredTriggers when a call was answered. (Gen P, Gen V, Gen X, Gen U)
TriggerInstant
automatically do this!
Create/Update Module EntryCreate or update module entries
ActionWrite

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More things you can do with net2phone and Zoho CRM

Discover other triggers and actions you can use with net2phone and Zoho CRM

Call Missed
Triggers when a call is missed. (Gen V, Gen X, Gen U)
Trigger
Instant
Try It
Call Ringing
Triggers when the subscribed user extension is ringing. (Gen P, Gen V, Gen X, Gen U)
Trigger
Instant
Try It
Call Completed
Triggers when a call is completed. (Gen P, Gen V, Gen X, Gen U)
Trigger
Instant
Try It
SMS Notification (Gen X and U Only)
Triggers when the user receives an incoming text message. Note: it won't work for internal (Gen X or U user → Gen X or U user) messages.
Trigger
Instant
Try It
- Call Recording Id
  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

Call Recorded (Gen X and U Only)
Triggers when the call is recorded. (Gen X and U Only)
Trigger
Instant
Try It
Call Busy
Triggers when there is a busy line. (Gen V, Gen X, Gen U)
Trigger
Instant
Try It
Call Answered
Triggers when a call was answered. (Gen P, Gen V, Gen X, Gen U)
Trigger
Instant
Try It
Create Huddle Meeting
Creates a huddle meeting. (Gen P, Gen V, Gen X, Gen U) You need to add one more action in order to receive the huddle meeting information. Ex. an email with the information or a SMS.
Action
Write
- Content
  Required
- Phone Number
  Required
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

About net2phone

net2phone is a leading provider of cloud-based business phone systems and unified communications tools.

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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)

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Create new Zoho CRM module entries each time calls are answered in net2phone

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Create new Zoho CRM module entries each time calls are answered in net2phone