OpenPhone + Zoho CRM

"create a new Zoho CRM module entry when OpenPhone call recordings are completed"

Keep your customer interaction records updated with this workflow. Upon completion of any call recording in your OpenPhone, a new module entry is made within your Zoho CRM. This seamless transfer of data ensures you have all the call recordings details instantly noted down in your customer management systems. A streamlined way to manage data, enhance team efficiency, and provide prompt customer service.

Keep your customer interaction records updated with this workflow. Upon completion of any call recording in your OpenPhone, a new module entry is made within your Zoho CRM. This seamless transfer of data ensures you have all the call recordings details instantly noted down in your customer management systems. A streamlined way to manage data, enhance team efficiency, and provide prompt customer service.

  1. When this happens...
    OpenPhoneOpenPhone
    Call Recording Completed

    Triggers when a call recording has finished.

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

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

    • Select Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • ID

    • First Name

    • Last Name

    • Company

    • Job Title

    • Phone Numbers

    • Email Addresses

    • Share With

    Action
    Write
  • 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
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About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more

Related categories

  • Phone & SMS
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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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