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 Entry
Triggers when a new form entry is submitted.
TriggerInstant
automatically do this...
Make a Call
Make a call with selected trunk
ActionWrite
then do this!
Convert Lead
Convert an existing lead to contact and account
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
Deployed New Application
Triggers when new application is deployed with
Trigger
Scheduled
Try It
Added a SIP Trunk
Triggers when SIP trunk list is changed with
Trigger
Scheduled
Try It
- SIP Trunk to use callRequired
- Application to use callRequired
- Application to use callRequired
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
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

- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Added New Application Name
Triggers when new application name is deployed with
Trigger
Scheduled
Try It
- Zip Archive With ApplicationRequired
Action
Write
- Name of your configRequired
- Username used for auth and is FROM user in SIPRequired
- Server IP or DNS nameRequired
- 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
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

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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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn more Help

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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.

Help

Related categories

Developer Tools

PRODUCTS

CAPABILITIES

By team

Zoho CRM + Zoho Forms + Dasha

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

New Form Entry

Deployed New Application

Added a SIP Trunk

Make a Call

SIP Trunk to use callRequired

Application to use callRequired

Application to use callRequired

New Contact

New Module Entry

ModuleRequired

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?

API Request (Beta)

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Added New Application Name

Deploy Application

Zip Archive With ApplicationRequired

Add an Outbound SIP Trunk

Name of your configRequired

Username used for auth and is FROM user in SIPRequired

Server IP or DNS nameRequired

Domain name in from and to headers of SIP Invite

Password used for an auth

Transport used for SIP

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