Connect Teli AI and Zoho CRM to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Call Transcript" from Teli AI.

Add your action

An action happens after the trigger—such as "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects Teli AI and Zoho CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Teli AI Integration Name
  Required
- Voice Transcript Sample by Voice Agent
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Teli AI Account
  Required
- Address Line 1
- Address Line 2
- Birthday
- City
- State
- Company Address Line 1
- Company Address Line 2
- Company City
- Company Country
- Company Industry
- Company Name
- Company Position
- Company State
- Company Zip Code
- Country
- Loan Balance
- Loan Type
- Email
- FICO Score
- First Name
- Last Name
- Lead Source
- Middle Name
- Name
- Notes
- Phone Number
- SSO
- Years Worked
- Zip Code
- Savings
- Tax
- Months Since Last Mortgage
- Total CC Debt
- Debt Monthly Payment
- Debt Balance
- External ID
- Interest Rate
- Revenue Balance
- Last Refinance
- HELOC Balance
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
- Module
  Required
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
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- 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
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

- Teli AI Integration Name
  Required
- SMS Transcript Sample by SMS Agent
  Required
Trigger
Instant
Try It
- Lead Group
  Required
- Address Line 1
- Address Line 2
- City
- State
- Company Address Line 1
- Company Address Line 2
- Company City
- Company Country
- Company Industry
- Company Name
- Company Position
- Company State
- Company Zip Code
- Country
- Debt Balance
- Debt Monthly Payment
- Debt Type
- Do Not Call
- Email
- FICO Score
- First Name
- Middle Name
- Last Name
- Lead Source
- Lender Name
- Months Since Mortgage Open
- Mortgage Date
- Name
- Notes
- Phone Number
  Required
- Savings
- SSO
- Total CC Debt
- Tax
- Value
- Years Worked
- Zip Code
- External Id
- Revenue Balance
- Last Refinance
- HELOC Balance
- Interest Rate
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
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
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

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Connect Teli AI and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Teli AI to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Teli AI

Teli AI provides AI-voice agents to handle every task over the phone.

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Related categories

AI Assistants

About Zoho CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)Zoho

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