• Placetel logoPlacetel logo
  • Zoho CRM logoZoho CRM logo

Placetel + Zoho CRM Integrations

How to connect Placetel + Zoho CRM

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  • Placetel triggers, actions, and search
    Accepted Call
    Triggers when a call is accepted.
    Trigger
    Instant
  • Placetel triggers, actions, and search
    Hungup Call
    Triggers when a call is hung up.
    Trigger
    Instant
  • Placetel triggers, actions, and search
    Incoming Call
    Triggers when a new call is coming in.
    Trigger
    Instant
  • Placetel triggers, actions, and search
    Incoming Fax
    When a new fax is incoming
    Trigger
    Scheduled
  • Placetel triggers, actions, and search
    Outgoing Call
    Triggers when a new outbound call is placed.
    Trigger
    Instant
  • Placetel triggers, actions, and search
    Initate Call
    Initiates a call
    Action
    Write
  • Placetel triggers, actions, and search
    Sends a Fax
    Send a fax to number
    Action
    Write
  • Placetel triggers, actions, and search
    Send SMS
    Send a SMS to recipient
    Action
    Write
  • Placetel

    Finds a contact by its phonenumber

    Scheduled

    Action

  • Placetel

    FInds a SipUser

    Scheduled

    Action

  • Zoho CRM

    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.

    Scheduled

    Trigger

  • Zoho CRM

    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.

    Scheduled

    Trigger

  • Zoho CRM

    Triggers instantaneously when any entry is created in the specified module.

    Instant

    Trigger

  • Zoho CRM

    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.

    Scheduled

    Trigger

  • Zoho CRM

    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.

    Scheduled

    Trigger

  • Zoho CRM

    Triggers instantaneously when any entry is created or updated in the specified module.

    Instant

    Trigger

  • Zoho CRM

    Triggers when a new active user is added to your Zoho CRM account.

    Scheduled

    Trigger

  • Zoho CRM

    Triggers instantaneously when a module entry is updated

    Instant

    Trigger

  • Zoho CRM

    Add attachment to the slected Module entry

    Scheduled

    Action

  • Zoho CRM

    Add new tag to existing module entries

    Scheduled

    Action

  • Zoho CRM

    Convert an existing lead to contact and account

    Scheduled

    Action

  • Zoho CRM

    Creates a new entry in a module

    Scheduled

    Action

  • Zoho CRM

    Update existing entry in the selected module

    Scheduled

    Action

  • Zoho CRM

    Relates an entry in this module with an entry in another module

    Scheduled

    Action

  • Zoho CRM

    Create or update module entries

    Scheduled

    Action

  • Zoho CRM

    Finds an entry in a module

    Scheduled

    Action

  • Zoho CRM

    Create contact if contact does not exist

    Scheduled

    Action

  • Zoho CRM

    Create Lead if contact does not exist

    Scheduled

    Action

  • Zoho CRM

    Create module entry if entry does not exist

    Scheduled

    Action

How Placetel + Zoho CRM Integrations Work

  1. Step 1: Authenticate Placetel and Zoho CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
placetel logo
placetel logo

About Placetel

The PBX from the cloud. Modern business telephony with more than 150 telephone system functions.
Learn more

Related categories

zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
Learn more

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