VoIPstudio + Zoho CRM

Create VoIPstudio contacts from new or updated Zoho CRM module entries

Effortlessly manage your contacts while saving time with this automation between Zoho CRM and VoIPstudio. With this setup, whenever a new or updated module entry is detected in your Zoho CRM, a corresponding contact will be created in VoIPstudio, ensuring that your customer information stays up-to-date across platforms. Simplify your contact management process and stay connected with your clients using this seamless workflow.

When this happens...
New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
TriggerInstant
automatically do this!
Create Contact
Creates a private or global contact.
ActionWrite

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Supported triggers and actions

What does this mean?

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
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
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
Call Connected
Triggers when a new call is successfully connected.
Trigger
Instant
Try It
Call Tracking
Triggers when call associated with Call Tracking campaign visits is finished.
Trigger
Scheduled
Try It
DTMF Received
Triggers when there is a new received DTMF.
Trigger
Instant
Try It
New Call Recording
Triggers when a new call recording is created.
Trigger
Scheduled
Try It
New CDR With Metadata
Triggers when a new Call Detail Record with Metadata is created.
Trigger
Scheduled
Try It
SMS Received
Triggers when there is a new received SMS.
Trigger
Instant
Try It
- ToRequired
Action
Write
- FromRequired
- ToRequired
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
Scheduled
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
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write
Call Ended
Triggers when call is finished.
Trigger
Instant
Try It
Call Tracking With Metadata
Triggers when call associated with Call Tracking campaign visits is updated with metadata.
Trigger
Scheduled
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Missed Call
Triggers when there is a new missed call.
Trigger
Instant
Try It
New CDR
Triggers when a new Call Detail Record is created.
Trigger
Scheduled
Try It
New Voicemail
Triggers when a new voicemail is created.
Trigger
Scheduled
Try It
- Group nameRequired
- First nameRequired
- Last nameRequired
- E-mail address
- Phone number
- Speed dial phone number
- Mobile
- Speed dial mobile
- Notes
- Is global?
Action
Write
- Caller IDRequired
- ToRequired
- Text to speach
Action
Write
- From
- ToRequired
- MessageRequired
Action
Write

About VoIPstudio

VoIPstudio is a VoIP phone service that offers businesses of all sizes a scalable communication solution. Our business phone systems are inexpensive, reliable, easy-to-use, offers a full suite of PBX features and is fully integrated for CRM.

Related categories

Phone & SMS

About Zoho CRM

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

Help

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VoIPstudio + Zoho CRM

Create VoIPstudio contacts from new or updated Zoho CRM module entries

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

Call Connected

Call Tracking

DTMF Received

New Call Recording

New CDR With Metadata

SMS Received

Make a Call

ToRequired

Make a Webcall

FromRequired

ToRequired

New Lead

New or Updated Contact

New/Updated Module Entry

ModuleRequired

Updated Module Entry

ModuleRequired

Add Tag

ModuleRequired

Entry IDRequired

TagsRequired

Create Module Entry

ModuleRequired

LayoutRequired

Trigger

Update Related Module Entry

ModuleRequired

Entry IDRequired

Related ModuleRequired

Related Entry IDRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Contact

E-mailRequired