Zoho CRM

Connect Zoho CRMto Afterdial

Yes, through Zapier, Make or n8n. After every call, Afterdial sends the outcome, summary, booking and callback details to your automation, which updates Zoho CRM for you.


What it does

Triggers and actionsfor Zoho CRM.

Call analyzed

Afterdial sends each call's outcome, summary and details to Zapier, Make or n8n.

Trigger
Create or update the contact

Match by phone or email and keep Zoho CRM current.

Action
Log the call with its summary

Outcome, length and next step on the record.

Action
Create a deal or task

A deal when a meeting is booked, a task when a callback is due.

Action
Mark do-not-call

Flag the contact so nobody on the team calls again.

Action

Popular workflows

Popular Zoho CRM workflowsready in minutes.

CRM

Log every call in Zoho CRM with its outcome and summary

After each RingCentral call, the outcome, summary and next step are written to the Zoho CRM contact automatically.

  1. Call ends in RingCentral
  2. Afterdial writes the summary
  3. Zapier or Make updates Zoho CRM
Use this workflow →
Pipeline

Create a Zoho CRM deal when a meeting is booked

Booked meetings go to Outlook and create a deal or record in Zoho CRM, so your pipeline matches your calendar.

  1. Meeting booked on the call
  2. Event added to Outlook
  3. Deal created in Zoho CRM
Use this workflow →
Callbacks

Turn callbacks into Zoho CRM tasks

When a prospect asks to be called back, a task is added in Zoho CRM for the exact time.

  1. Prospect asks for a callback
  2. Afterdial reads the time
  3. Task created in Zoho CRM
Use this workflow →
Compliance

Flag do-not-call requests in Zoho CRM

When someone asks not to be called, the contact is flagged in Zoho CRM and removed from Afterdial's queue.

  1. Prospect asks to be removed
  2. Afterdial adds them to do-not-call
  3. Zoho CRM contact is flagged
Use this workflow →

Setup

How to connectZoho CRM.

  1. 1Sign up for Afterdial (free, no credit card).
  2. 2In Zapier or Make, create a workflow with a 'Catch webhook' trigger and copy its link.
  3. 3Paste the link in Afterdial under Settings → Send results to your other apps.
  4. 4Add a Zoho CRM step that uses the call outcome, summary and times.
  5. 5Make a test call and check that it reaches Zoho CRM.

Why connect them

Spend less time afterevery Zoho CRM call.

Zoho CRM is an affordable CRM within the Zoho suite. For businesses on Zoho, the slow part isn't the call itself. It's everything after: typing notes, booking the meeting, sending reminders and remembering callbacks.

Afterdial keeps Zoho CRM accurate without manual data entry. Each call's outcome, summary, booked meeting and callback is sent through Zapier, Make or n8n and written to the right record.

Your pipeline in Zoho CRM then reflects what actually happened on the phone, not what someone remembered to log.


Works great with

Pair Zoho CRM withthe rest of your stack.

See all 31 integrations →


Questions

Zoho CRM and Afterdial,answered.

Does Afterdial integrate with Zoho CRM?

Yes, through Zapier, Make or n8n. After every call, Afterdial sends the outcome, summary, booking and callback details to your automation, which updates Zoho CRM for you.

Is the Zoho CRM integration direct or through Zapier?

Connects through Zapier, Make or n8n using Afterdial's webhooks. No code needed. Zapier, Make and n8n all work, so use whichever you already have.

What does Afterdial send to Zoho CRM?

The call's outcome, a short summary, next step, prospect name, phone and email when known, and any meeting or callback time. Call transcripts are never included in what Afterdial sends out.

How long does it take to connect Zoho CRM?

Usually five to ten minutes to set up the Zapier or Make workflow once.

Is there a free trial?

Yes. Every plan starts with a 14-day free trial, and no credit card is required to sign up.

Connect Zoho CRM today.Start free in two minutes.

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