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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 "Accepted Call" from Placetel.

Add your action

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

You’re connected!

Zapier seamlessly connects Placetel 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.

- Number
Trigger
Instant
Try It
- Number
Trigger
Instant
Try It
- Number
Trigger
Instant
Try It
- Target number
  Required
- SipUID
  Required
Action
Write
- Recipient
  Required
- Message
  Required
Action
Write

- SIP URI
  Required
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
- 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

- Type
  Required
- Number
Trigger
Instant
Try It
Incoming Fax
When a new fax is incoming
Trigger
Polling
Try It
- Firstname
  Required
- Lastname
  Required
- Phone
- Phone (Work)
- Mobile
- Mobile (Work)
- Address
- Address (Work)
- Email
- Email (Work)
Action
Write
- From
  Required
- To
  Required
- Email
  Required
- File
  Required
- Header
Action
Write
- Number
  Required
Action
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
- 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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Placetel 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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 Placetel 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

Frequently Asked Questions about Placetel + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Placetel and Zoho CRM

How do I initiate the integration between Placetel and Zoho CRM?

To initiate the integration, you need to access our automation platform. Connect your Placetel and Zoho CRM accounts using the secured APIs we provide. Authenticate both accounts by following the in-app instructions.

What triggers are available when integrating Placetel with Zoho CRM?

When integrating Placetel with Zoho CRM, you can set triggers such as 'New Call' or 'Missed Call'. These triggers can initiate actions like creating a new lead or adding call details to an existing contact within Zoho CRM.

Can I customize actions in Zoho CRM based on Placetel calls?

Yes, you can customize actions such as updating lead information, logging call details, or sending follow-up emails whenever there's a trigger from a Placetel call. Our platform offers flexibility in syncing data between both systems.

Is it possible to track call logs from Placetel in Zoho CRM?

Yes, with our integration, all call logs from Placetel can be automatically tracked and stored in Zoho CRM. You can set up triggers that log each incoming or outgoing call under the relevant contact record.

How secure is the data transfer between Placetel and Zoho CRM?

The data transfer between Placetel and Zoho CRM is secured using industry-standard encryption protocols. Our platform ensures that all transferred information remains private and protected from unauthorized access.

What should I do if there is an issue with the integration?

If you encounter any issues with the integration, please check our troubleshooting guide available within the platform settings. You may also reach out to our support for personalized assistance.

Are there any limitations on the number of calls that can be synced between Placetel and Zoho CRM?

There are no strict limitations on syncing calls; however, depending on your subscription plan, there might be restrictions on API usage or data storage which could affect synchronization limits. Check your plan details for specifications.

About Placetel

The PBX from the cloud. Modern business telephony with more than 150 telephone system functions.

Learn moreLearn moreHelpHelp

Related categories

Call Tracking

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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