OpenPhone
Zoho CRM

Openphone and Zoho Crm Integration

Seamlessly connect OpenPhone with Zoho CRM to enhance your sales and customer communication workflows.

Explore Triggers and Actions

New Call Recording Completed (Instant)
Trigger new event when a call recording has finished.
New Incoming Call Completed (Instant)
Trigger new event when an incoming call is completed, including calls not picked up or voicemails left.
New Message Received (Instant)
Trigger new event when a new message is received
New Outgoing Call Completed (Instant)
Trigger new event when an outgoing call has ended.
Upload Attachment
Uploads an attachment file to Zoho CRM from a URL or file path.

How it works

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.
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.
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.

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What can Ayudo do with Openphone and Zoho Crm?

The OpenPhone and Zoho CRM integration empowers your team to manage calls, texts, and customer data all in one place. Automatically sync contacts and call logs, track communication history, and streamline follow-ups without switching between apps. This integration boosts productivity by providing a unified view of customer interactions, enabling smarter sales decisions and improved customer relationships.

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

Frequently asked questions

How does the OpenPhone and Zoho CRM integration work?

The integration syncs your OpenPhone call and text activity directly into Zoho CRM, linking communications to the relevant contacts and leads. This ensures all interactions are logged automatically, providing a complete communication history within your CRM.

Can I make and receive calls from within Zoho CRM using OpenPhone?

Yes, with this integration, you can initiate calls and send texts directly from Zoho CRM using your OpenPhone number, making it easier to reach customers without leaving your CRM environment.

Will my contacts sync automatically between OpenPhone and Zoho CRM?

Contacts can be synced automatically or manually depending on your preferences. This ensures your contact lists stay up-to-date across both platforms, reducing duplicate data entry.

Is call recording and transcription available through the integration?

Call recordings and transcriptions made in OpenPhone are accessible within Zoho CRM, allowing your team to review conversations and capture important details directly from the CRM interface.

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

You need active accounts on both OpenPhone and Zoho CRM. The integration can be set up via the OpenPhone app or Zoho Marketplace with just a few clicks, no coding required.

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