Atlas AI Revenue Engine + Zoho CRM

Update Zoho CRM module entries whenever calls are completed in Atlas AI Revenue Engine

Streamline your client interactions and enhance productivity with this workflow. When a call is finished in the Atlas AI Revenue Engine, it triggers an update or creation of a module entry in your Zoho CRM. This automatic process ensures real-time client information is available at your fingertips, facilitating a more efficient and personalized customer service experience.

Streamline your client interactions and enhance productivity with this workflow. When a call is finished in the Atlas AI Revenue Engine, it triggers an update or creation of a module entry in your Zoho CRM. This automatic process ensures real-time client information is available at your fingertips, facilitating a more efficient and personalized customer service experience.

  1. When this happens...
    Atlas AI Revenue EngineAtlas AI Revenue Engine
    Call Completed

    Triggers when a call is completed in the selected campaign.

    TriggerInstant
  2. automatically do this!
    Zoho CRMZoho CRM
    Create/Update Module Entry

    Create or update module entries

    ActionWrite
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Supported triggers and actions

    • CampaignRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    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
  • Zoho CRM triggers, actions, and search

    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
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atlas-ai-revenue-engine logo

About Atlas AI Revenue Engine

Atlas AI Revenue Engine is an expert-led AI voice platform to handle customer calls.

Related categories

  • AI Tools
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zoho-crm logo

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

  • CRM (Customer Relationship Management)
  • Zoho

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