Convoso + Zoho CRM

Create new leads in Convoso for every new lead in Zoho CRM

Streamline your sales process with this simple yet powerful workflow. When you gain a new lead in Zoho CRM, the data is instantly transferred to Convoso where a new lead insertion occurs. This automation ensures your contact list remains up-to-date across multiple platforms, saving you time and reducing room for errors. Experience seamless lead management, by keeping your sales tools in sync and making sure you never miss a prospective client.

When this happens...
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.
TriggerPolling
automatically do this!
Lead: Insert
This is to create a new lead in convoso
ActionWrite

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Supported triggers and actions

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
- 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
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write
Email Template Event
Triggers when a new Convoso email template workflow event is created.
Trigger
Instant
Try It
List Event
Triggers when a new convoso list workflow event is created.
Trigger
Instant
Try It
- Phone NumberRequired
- Country CodeRequired
- Campaign IDRequired
Action
Write
- Campaign ID
- Queue ID
- User ID
Action
Write
- Lead IDRequired
- User ID
- RecipientRequired
- Comments
- Callback Time ZoneRequired
- Callback TimeRequired
Action
Write
- Call Log IDRequired
- Extra Field 01
- Extra Field 02
Action
Write
- Phone NumberRequired
- Phone CodeRequired
- Campaign IDRequired
- Update Lead Status
- Lead Status
Action
Write
- Status
- Check for Duplicates
- Check for Duplicates in Archived Leads
- Check the DNC
- Check the Wireless List
- Hopper
- Hopper Priority
- Hopper Expires In
- BlueInk Digital Token
- Reject by Carrier Type
- Filter Phone Code
- Update if Found
- Search Campaign ID
- Search List ID
- Update Order by Last Called Time
- Lead ID
Action
Write
- NameRequired
- Campaign IDRequired
- Description
- Status
Action
Write
- Call Log ID ★Required
- Revenue
- Return
Action
Write
- StatusRequired
- Status NameRequired
- Hex Color
- Final Option
- Reached Option
- Success Option
- DNC Option
- Callback Option
- Contact Option
- Voicemail Option
Action
Write
- Start Date
- End Date
- Campaign IDs
- List IDs
- User IDs
- Status IDs
Action
Search
- Lead ID
- Campaign ID
- Queue ID
- List ID
- User ID
- Call Type
- Called Count
- Status
- Phone Number
- First Name
- Last Name
- Start Time
- End Time
- Limit
- Offset
- Order
- Include Recordings
Action
Search
- DNC ID
- Campaign ID
- Phone Number
- Phone Code
- Insert Date
- Offset
- Limit
Action
Search
- Lead ID
- User ID
- Created At (Start Date)
- Created At (End Date)
- Last Call (Start Date)
- Last Call (End Date)
- Offset
- Return Count Limit
Action
Search
- Query
Action
Search
- User's Email, First Name, Last Name
- Offset
- Limit
Action
Search

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
- 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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
Campaign Event
Triggers when a new convoso campaign workflow event is created.
Trigger
Instant
Try It
Inbound Number Event
Triggers when a new Convoso Inbound Number workflow event is created.
Trigger
Instant
Try It
Queue Event
Triggers when a new Convoso queue workflow event is created.
Trigger
Instant
Try It
- User IDRequired
Action
Write
- Callback IDRequired
Action
Write
- Callback IDRequired
- User ID
- Recipient
- Comments
- Callback Time Zone
- Callback Time
- Status
Action
Write
- Campaign IDRequired
- StatusRequired
Action
Write
- Lead IDRequired
Action
Write
- List IDRequired
Action
Write
- List IDRequired
- Name
- Campaign ID
- Status
Action
Write
- StatusRequired
- Status NameRequired
- Hex Color
- Final OptionRequired
- Reached OptionRequired
- Success OptionRequired
- DNC OptionRequired
- Callback OptionRequired
- Contact OptionRequired
- Voicemail OptionRequired
Action
Write
- Lead IDRequired
- User
- Status
Action
Write
- Campaign ID
- Comments
- Callback ID
- Lead ID
- List ID
- Recipient Type
- User ID
- Stage
- Offset
- Limit
- Start Date
- End Date
Action
Search
- Ignore this Field
Action
Search
- Lead IDRequired
- Start Time
- End Time
- Offset
- Limit
Action
Search
- StatusRequired
- List ID
- Campaign ID
Action
Search
- User EmailRequired
- Start Date & Time
- End Date & Time
- Offset
- Limit
Action
Search

About Convoso

Convoso is a cloud-based call center software for sales and lead generation teams.

Related categories

Sales & CRM

About Zoho CRM

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

Learn more

Related categories

Similar apps

Related Zap Templates

Update Convoso leads when Zoho CRM contacts are new or updated

Update Convoso leads when new Zoho CRM contacts are created

Convoso + Zoho CRM

Create new leads in Convoso for every new lead in Zoho CRM

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

Email Template Event

List Event

DNC: Insert

Agent Monitor

Callback: Insert

Call Logs: Update

DNC: Delete

Lead: Insert

List: Insert

Revenue: Insert / Update

Status: Update

Agent Performance

Call Logs

DNC Records

Leads

Status

Users

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

Campaign Event

Inbound Number Event

Queue Event

Agent Monitor: Logout

Callback: Delete

Callback: Update

Campaigns: Set Status

Lead: Delete

List: Delete

List: Update

Status: Insert

Lead: Update

Callbacks

Campaigns

Lead Recordings

Lists

User Recordings

About Convoso

Related categories

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates