Zoho CRM + Zoho Forms + Dasha

Make Dasha calls for new Zoho Forms entries and convert leads in Zoho CRM

Every five minutes your leads wait to be contacted reduces the likelihood of a deal closing. Use Dasha to automatically call a lead coming into your Zoho CRM form and qualify them. Then, this integration will update the lead to a contact in Zoho CRM

When this happens...
New Form EntryTriggers when a new form entry is submitted.
TriggerInstant
automatically do this...
Make a CallMake a call with selected trunk
ActionWrite
then do this!
Convert LeadConvert an existing lead to contact and account
ActionWrite

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Discover other triggers and actions you can use with Zoho Forms, Dasha, and more

- Form
  Required
Trigger
Instant
Try It
Deployed New Application
Triggers when new application is deployed with
Trigger
Polling
Try It
Added a SIP Trunk
Triggers when SIP trunk list is changed with
Trigger
Polling
Try It
- SIP Trunk to use call
  Required
- Application to use call
  Required
- Application to use call
  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

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Added New Application Name
Triggers when new application name is deployed with
Trigger
Polling
Try It
- Zip Archive With Application
  Required
Action
Write
- Name of your config
  Required
- Username used for auth and is FROM user in SIP
  Required
- Server IP or DNS name
  Required
- Domain name in from and to headers of SIP Invite
- Password used for an auth
- Transport used for SIP
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 Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

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About Zoho Forms

Zoho Forms is a free online form builder that lets you create custom forms, receive responses by email, and collaborate with your team.

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Forms & Surveys

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About Dasha

Dasha is a conversational-AI-as-a-service platform that lets you embed realistic voice and text conversational capabilities into your apps or products. With a single integration, create smart conversational apps for web, desktop, mobile, IoT and call centers.

HelpHelp

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Zoho CRM + Zoho Forms + Dasha

Zoho CRM + Zoho Forms + Dasha

Make Dasha calls for new Zoho Forms entries and convert leads in Zoho CRM

More things you can do with these apps

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