Outreach and Zoho CRM Integration

Explore Triggers and Actions

New Call Instant

Trigger new event when a call is created, updated, or deleted.

New Email Event (Instant)

Trigger new event when an email is created, updated, destroyed, bounced, delivered, opened or replied.

New Task Event (Instant)

Trigger new event when a task is created, updated, destroyed or completed.

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

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.

What can Ayudo do with Outreach and Zoho Crm?

Our Outreach and Zoho CRM integration empowers sales teams to synchronize contacts, automate data updates, and streamline communication. By bridging these two powerful platforms, you can ensure your sales outreach is informed by the latest CRM data, enabling personalized engagement and improved deal tracking—all from a unified interface.

Frequently asked questions

What benefits does the Outreach and Zoho CRM integration offer?

The integration provides real-time data synchronization, automated task creation, and enhanced visibility into customer interactions, allowing sales teams to engage prospects more effectively and close deals faster.

How does data synchronization work between Outreach and Zoho CRM?

Contacts, leads, and account information are automatically synced between Outreach and Zoho CRM, ensuring that updates in one platform reflect instantly in the other to maintain data consistency.

Can I automate follow-ups using this integration?

Yes, you can set up automated sequences in Outreach triggered by CRM events or status changes, enabling timely and personalized follow-ups without manual effort.

Is the integration secure and compliant with data privacy standards?

Absolutely. The integration uses encrypted connections and adheres to industry-standard security protocols to protect your data and comply with privacy regulations.

How do I get started with connecting Outreach to Zoho CRM?

Simply authenticate your Zoho CRM account within Outreach, configure your sync preferences, and start leveraging the combined power of both platforms to enhance your sales process.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Outreach and Zoho Crm?

Frequently asked questions

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