Connect Call Assist to Zoho CRM and automate any workflow
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Quickly connect Call Assist to Zoho CRM with a Zapier template.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Call Result
- Lead Result
- Team
Try It- External Id
- Lead's Phone Number
- Type Instructions
- Call TypeRequired
- Scheduled TimeRequired
- Team
- instructions_phone
- External Id
- Lead's Phone Number
- Caller IDRequired
- First Name
- Last Name
- Source
- Lead Owner
- Email
- Company
- Category
- Comments
- Tags
- New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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- Updated Field
Try It- Type Instructions
- Call TypeRequired
- Team
- instructions_phone
- External Id
- Lead's Phone Number
- Caller IDRequired
- First Name
- Last Name
- Source
- Lead Owner
- Email
- Company
- Category
- Comments
- Tags
- External Id
- Lead's Phone Number
- Status
- Result
- First Name
- Last Name
- Email
- Lead Owner
- Team
- Company
- Category
- Comments
- Tags
- Stop Calls
- New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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