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CRM & salesVerified

Zoho

Leads created, found and converted in Zoho CRM from the phone call itself.

Connect Zoho CRM and your agent keeps your pipeline current without anyone typing. It fetches records from Leads or Contacts to recognise a caller, creates a lead with the details it collects, updates fields after the call and converts a lead into a contact and deal when the conversation goes well. Popular with Gulf teams already running on Zoho.

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What your agent can do with Zoho

  • Fetch records from a module such as Leads or Contacts while the caller is on the line
  • Create a lead or contact with name, phone, email, company and the caller's request
  • Update fields on an existing record after the call, for example status or notes
  • Convert a lead into a contact and deal after a successful call

Zoho exposes 62 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

New lead from an ad

  1. Caller

    I saw your ad for office fit-outs. We have a 300 square metre space in Riyadh.

  2. Agent

    Thank you for calling. I'll make sure the right consultant gets back to you. May I have your name and company?

  3. Caller

    Faisal Al-Otaibi, Najd Trading.

  4. Agent

    Thanks, Faisal. I've registered your enquiry for a 300 square metre fit-out in Riyadh. A consultant will call you tomorrow morning.

Known contact calling back

  1. Caller

    This is Huda from Maarif School, following up on the quote.

  2. Agent

    Hello Huda. I have your record and the quote sent on Monday. Would you like to go ahead or discuss changes?

Converting a lead

  1. Caller

    Yes, let's proceed with the 12-month plan.

  2. Agent

    Wonderful. I've recorded your decision and your account manager will send the agreement today.

How to connect Zoho

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Zoho

    From Integrations in the dashboard, choose Zoho and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Zoho actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Use cases that use Zoho

Use casesLead qualificationThe agent asks your qualifying questions, scores the answers and hands hot leads to sales with everything written down.
Use casesOrder statusThe agent looks the order up by number or phone and reads back the shipping status, so your team stops answering the same question all day.
Use casesReal-estate inquiriesPortal leads call at all hours. The agent answers listing questions, qualifies the buyer or tenant and books the viewing into the right agent's calendar.
Use casesCustomer win-backThe agent calls lapsed customers with a personal, relevant offer, books them back in and tells you why the others left.
Use casesQuote requestsThe agent asks every question your estimator needs, sends the caller a confirmation and hands your team a request they can price without calling back.

Industries

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Questions, answered.

What runs during the call?

Fetching records and creating leads or contacts run while the caller is on the line. Updates and lead conversion run in the post-call step with the full summary.

Which Zoho modules does it support?

Any module in your Zoho CRM: Leads, Contacts, Accounts, Deals and custom modules. Name the module and fields in the agent's instructions.

Does it work with Zoho's Gulf data centres?

Yes. Connect with the Zoho account you use and the agent works with that account's data centre.

Which plan includes it?

Tool integrations are included from the Growth plan.

Verified by the AgentCalls team

Put your agent to work with Zoho.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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