Connect Callingly to Zoho CRM and automate any workflow
Create your first workflow
Quickly connect Callingly to Zoho CRM with a Zapier template.
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How Zapier works
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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.
- Updated Field
- Team
- Filter
Try It- Team
- First Name
- Last Name
- Phone NumberRequired
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
- Comments
- Phone NumberRequired
- Team
- Call Status
- Result
- Tags
- Stage
- Lead Owner
- Stop Calls
- Resume Calls
- 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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- Call Status
- Lead Status
- Team
- Number
Try It- Team
- First Name
- Last Name
- Phone NumberRequired
- Scheduled TimeRequired
- Email
- Company
- Category
- Source
- Lead Owner
- Phone NumberRequired
- 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.
Try It