DialLink + Zoho CRM

Log newly completed incoming calls in DialLink as module entries in Zoho CRM

This workflow simplifies client communication and management by automatically creating an entry in your Zoho CRM after each completed incoming call in DialLink. It eliminates the need for manual data entry, keeping your client records up to date with ease. It's perfect for those looking for a more efficient and accurate way to log call activities.

When this happens...
New Inbound Call
Triggers when a new inbound call is complete.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
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New Inbound Call
Triggers when a new inbound call is complete.
Trigger
Instant
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New Outbound Call
Triggers when a new outbound call is complete.
Trigger
Instant
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New Voicemail
Triggers when a new voicemail is created.
Trigger
Instant
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- First name
- Last name
- Company name
- Address line 1
- Address line 2
- City
- State
- Country
- Zip
- Should the contact be shared?
- Should the contact be created as favorite?
- Allow duplicates?
Action
Write

- Contact identifierRequired
Action
Write
- First name
- Last name
- Email
- Phone number
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
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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
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- ModuleRequired
Trigger
Instant
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- ModuleRequired
Trigger
Instant
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- 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

New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Message
Triggers when a new message is successfully received or sent.
Trigger
Instant
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New Undelivered Message
Triggers when a new message is undelivered or failed.
Trigger
Instant
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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Source phone number
- Target phone numberRequired
- Message bodyRequired
- Attachment URL
Action
Write
- Contact identifierRequired
- First name
- Last name
- Company name
- Address line 1
- Address line 2
- City
- State
- Country
- Zip
- Should the contact be shared?
- Should the contact be created as favorite?
- Allow duplicates?
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
- 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
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- 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