Dialpad
Zoho CRM

Dialpad and Zoho Crm Integration

Seamlessly connect Dialpad with Zoho CRM to enhance your sales and customer support workflows with real-time communication insights.

Explore Triggers and Actions

New Contact Event (Instant)
Trigger new contact event subscription. See
New SMS Event (Instant)
Trigger new SMS event subscription.
Update Contact Event (Instant)
Trigger update contact event subscription.
New Call Event (Instant)
Trigger new call event subscription. See
Convert Lead
Converts a Lead into a Contact or an Account.
Get Object
Gets record data given its id.
List Fields
Gets the field metadata for the specified module
List Modules
Retrieves a list of all the modules available in your CRM account.
Search Objects
Retrieves the records that match your search criteria.
List Objects
Gets the list of available records from a module.
Create Object
Create a new object/module entry.
Update Object
Updates existing entities in the module.
Download Attachment
Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

How it works

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Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
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Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
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Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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What can Ayudo do with Dialpad and Zoho Crm?

The Dialpad and Zoho CRM integration empowers your team to make smarter calls and close deals faster by syncing call data, recording conversations, and logging activities directly within Zoho CRM. Experience unified communication and customer management in one streamlined platform, boosting productivity and improving customer relationships.

Connect
Dialpad
and
Zoho CRM
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How does the Dialpad and Zoho CRM integration improve my sales process?

By integrating Dialpad with Zoho CRM, all your calls, voicemails, and call notes are automatically logged in Zoho CRM. This provides your sales team with real-time context and call analytics, enabling more personalized follow-ups and faster deal closures.

Can I make and receive calls directly from Zoho CRM using Dialpad?

Yes, the integration allows you to make and receive calls directly within Zoho CRM using Dialpad’s interface, eliminating the need to switch between applications and ensuring all communications are tracked seamlessly.

Is call recording available with this integration?

Absolutely. Calls made through Dialpad while integrated with Zoho CRM can be recorded and automatically attached to the corresponding contact or lead record for easy access and review.

Does the integration support syncing call data in real-time?

Yes, call data including call duration, timestamps, and call outcomes sync in real-time with Zoho CRM, ensuring your records are always up to date without manual entry.

What are the setup requirements for integrating Dialpad with Zoho CRM?

To set up the integration, you need active accounts on both Dialpad and Zoho CRM. The integration can be enabled through the Dialpad admin console with simple authentication steps, requiring no coding or IT support.

Built by folks who built

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