Call Tools PCC + Zoho CRM

Create Zoho CRM module entries from new call disposition events in Call Tools PCC

Based on a new call disposition in Call Tools, you can create a module entry in Zoho CRM. The type of entry created will be based on the module you select from Zoho. This could be a new lead or new contact. This will reduce the time needed to create an entry by having it done automatically vs. manually.

When this happens...
New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
TriggerInstant
automatically do this...
Get Contact by ID
Retrieve a single contact using a Contact ID
ActionSearch
then do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

What does this mean?

New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Trigger
Instant
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New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Trigger
Instant
Try It
New Contact
Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.
Trigger
Instant
Try It
New Email
Triggers when a new email is sent by a agent in Call Tools.
Trigger
Instant
Try It
New Goal Achievement
Triggers when a new goal achievement is created by an agent or an automation in Call Tools.
Trigger
Instant
Try It

New Opportunity
Triggers when a new opportunity is created by an agent or automation in Call Tools.
Trigger
Instant
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New SMS
Triggers when a SMS message is sent or received within Call Tools.
Trigger
Instant
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New Connector Button Click
Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.
Trigger
Instant
Try It
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Write
- Contact IDRequired
- Tag IDRequired
Action
Write
- Contact IDRequired
Action
Write
- Calendar Event Type IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Tag IDRequired
Action
Search
- User IDRequired
Action
Search
- Phone NumberRequired
Action
Search
- Phone Number
- Area Code
- Ready
- Status
- Do Not Contact
- Address
- City
- State
- Zip Code (postal code)
- County
- Country
- Contact Disposition ID
- Last Agent Call Disposition ID
- First Name
- Last Name
- Owned By User ID (uuid)
- Last Call System Disposition
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Search or write
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.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

New Phone Call
Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.
Trigger
Instant
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New Support Case
Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.
Trigger
Instant
Try It
New Contact Disposition Event
Triggers when a contact disposition is updated.
Trigger
Instant
Try It
New Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
Trigger
Instant
Try It
New Note
Triggers when an agent in Call Tools saves a new note on a contact.
Trigger
Instant
Try It
New Phone Number
Triggers when a new phone number is created and added to a contact. Does not trigger for bulk phone number creation on processes such as CSV import of contacts.
Trigger
Instant
Try It
New Contact Tag Event
Triggers when an agent adds or removes a tag on a contact. Does not trigger for bulk tag operations during a CSV contact import or a bulk update/tagging of contacts.
Trigger
Instant
Try It
- Bucket IDRequired
- Contact IDRequired
Action
Write
- EntryRequired
- Scrub Existing Contacts
Action
Write
- Contact IDRequired
- Contact Disposition
- Last Call Agent Disposition
- Ready [to Contact]
- Status
- Do Not Contact
- Suppress Until [Future DateTime]
- Owned By [User ID]
- Add Tags
- Remove Tags
- Add To Buckets
- Remove From Buckets
- User Distribution Queue ID
Action
Write
- Contact IDRequired
Action
Write
- Call Disposition IDRequired
Action
Search
- Contact Disposition IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Phone Number IDRequired
Action
Search
- User IDRequired
Action
Search
- Phone Number
- Area Code
- Ready
- Status
- Do Not Contact
- Address
- City
- State
- Zip Code (postal code)
- County
- Country
- Contact Disposition ID
- Last Agent Call Disposition ID
- First Name
- Last Name
- Owned By User ID (uuid)
- Last Call System Disposition
Action
Search
- Phone NumberRequired
- Contact ID
Action
Search
- Phone NumberRequired
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Search or write
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.
Trigger
Scheduled
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

About Call Tools PCC

Call Tools is a multi-channel cloud contact center and hosted pbx with a data centric focus.

Learn more Help

Related categories

Phone & SMS

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

Related categories

Similar apps

Related Zap Templates

Create new Zoho CRM modules from new Call Tools PCC phone calls

Related Zap Templates

Create new Zoho CRM modules from new Call Tools PCC phone calls

Call Tools PCC + Zoho CRM

Create Zoho CRM module entries from new call disposition events in Call Tools PCC

New Calendar Event

New Call Disposition Event

New Contact

New Email

New Goal Achievement

New Opportunity

New SMS

New Connector Button Click

Create Contact

Add Tags

Add To Buckets

User Distribution Queue ID

Tag a Contact

Update Contact Do Not Contact

Get Calendar Event Type by ID

Get Contact by ID

Get Last Note by Contact ID

Get All Notes Summarized by Contact Id

Get Tag by ID

Get User Custom Settings

Search Contacts by Phone Number

Find or Create Contact

Phone Number

Area Code

Ready

Status

Do Not Contact

Address

City

State

Zip Code (postal code)

County

Country

Contact Disposition ID

Last Agent Call Disposition ID

First Name

Last Name

Owned By User ID (uuid)

Last Call System Disposition

Add Tags

Add To Buckets

User Distribution Queue ID

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

File name

Convert Lead

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

Trigger

Create/Update Module Entry

Trigger

duplicate check fields

Find Module Entry

Optional Copy

Field name 2

Value 2

Create Module Entry

Optional Copy

Field name 2

Value 2

Trigger

New Phone Call

New Support Case

New Contact Disposition Event

New Email Address

New Note

New Phone Number

New Contact Tag Event

Bucket a Contact

Create Do Not Contact Entry