Zoho CRM and OpenPhone Integration

Explore Triggers and Actions

New Contact (Instant)

Triggers an event each time a new contact is created in Zoho CRM

New Event (Instant)

Trigger new custom events from Zoho CRM

New Lead (Instant)

Triggers an event each time a new lead is created in Zoho CRM

New or Updated Contact (Instant)

Triggers an event each time a new contact is created or updated in Zoho CRM

New or Updated Lead (Instant)

Triggers an event each time a new lead is created or updated in Zoho CRM

New User

Triggers an event each time a new user is created in Zoho CRM

New Module Entry (Instant)

Trigger new events each time a new module/record is created in Zoho CRM

New or Updated Module Entry (Instant)

Triggers an event each time a module/record is created or edited in Zoho CRM

Updated Module Entry (Instant)

Triggers an event each time a new module/record is updated in Zoho CRM

List Phone Numbers

Retrieve the list of phone numbers and users associated with your OpenPhone workspace.

Create Contact

Create a new contact in OpenPhone.

Send a Text Message

Send a text message from your OpenPhone number to a recipient.

Update Contact

Update an existing contact on OpenPhone.

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 Zoho Crm and Openphone?

The Zoho CRM and OpenPhone integration empowers your sales and support teams by syncing calls, messages, and contacts directly within Zoho CRM. Make and receive calls, log conversations automatically, and access customer details instantly, all without switching apps. This integration enhances customer engagement, improves follow-ups, and provides a unified communication experience.

Frequently asked questions

How does the Zoho CRM and OpenPhone integration work?

The integration connects your OpenPhone account with Zoho CRM, allowing calls and messages to be logged automatically in your CRM. You can make and receive calls directly from Zoho CRM, view contact details, and track communication history seamlessly.

Do I need technical skills to set up the integration?

No technical expertise is required. The integration setup is straightforward with step-by-step instructions provided. Simply connect your OpenPhone and Zoho CRM accounts, authorize permissions, and start syncing your communication data.

Can I log SMS conversations in Zoho CRM using OpenPhone?

Yes, all SMS messages sent and received through OpenPhone are automatically logged in Zoho CRM, giving you a complete view of your customer interactions in one place.

Will calls made through OpenPhone appear in Zoho CRM activity history?

Absolutely. Every call made or received via OpenPhone is logged in Zoho CRM as an activity, including call duration and timestamps, helping you keep track of all communication effortlessly.

Is the integration secure and compliant with data privacy standards?

Yes, the integration follows industry-standard security protocols to protect your data. Both Zoho CRM and OpenPhone are committed to maintaining compliance with data privacy regulations to ensure your information is safe.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Zoho Crm and Openphone?

Frequently asked questions

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