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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 "Watch Call" from Retell AI.

Add your action

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

You’re connected!

Zapier seamlessly connects Retell 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.

- Call Status
- Direction
- From Number
- To Number
- Agent ID
- Sort Order
- Limit
- Pagination Key
- Start Timestamp Upper Threshold
- Start Timestamp Lower Threshold
Trigger
Polling
Try It
- Knowledge Base Name
  Required
- Info
- Texts
- URLs
- Files
- Enable Auto Refresh
Action
Write
- Phone Number
  Required
- Termination URI
  Required
- SIP Trunk Auth Username
- SIP Trunk Auth Pass
- Inbound Agent ID
- Outbound Agent ID
- Inbound Agent Version
- Outbound Agent Version
- Nickname
- Inbound Webhook URL
Action
Write
- Agent ID
  Required
- Agent Version
- From Number
- To Number
- Direction
- Item
- Variable
Action
Write
- Agent ID
  Required
Action
Search

- LLM ID
  Required
Action
Search
- Limit
Action
Search

- Limit
- Pagination Key
- Pagination Key Version
Action
Search
- Info
Action
Search
- Info
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

- Area Code
- Inbound Agent ID
- Outbound Agent ID
- Nickname
- Inbound Agent Version
- Outbound Agent Version
- Number Provider
- Country Code
- Toll Free
- Phone Number
Action
Write
- Version
- Model
- Speech to Speech Model
- Model Temperature
- Model High Priority
- Tool Call Strict Mode
- General Prompt
- Tools
- Values
- Starting State
- Begin Message
- Variables
- IDs
- Config
Action
Write
- From Number
  Required
- To Number
  Required
- Override Agent Id
- Override Agent Version
- Retell LLm Dynamic Variables
- Data
Action
Write
- Call ID
  Required
Action
Search
- Phone Number
  Required
Action
Search
- Voice ID
  Required
Action
Search
- ID
  Required
Action
Search
- Limit
- Sort Order
- Pagination Key
- Call Status
- Agent Id
- Upper Threshold
- Lower Threshold
- Direction
- From Number
- To Number
Action
Search
- Limit
- Pagination Key
- Pagination Key Version
Action
Search
- Info
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

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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 Retell 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

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 Retell 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 Retell AI

Retell AI is a conversation intelligence platform that turns customer calls into actionable insights.

Learn moreLearn moreHelpHelp

Related categories

AI Tools

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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