Connect OpenPhone and Zoho CRM to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Quickly connect OpenPhone to Zoho CRM with a Zapier template.

Our most popular template

Send OpenPhone SMS messages to new leads in Zoho CRM
Premium
Details
Try it
Zoho CRM + OpenPhone
Log completed calls in OpenPhone as new module entries in Zoho CRM
Premium
Details
Try it
OpenPhone + Zoho CRM
Create or update OpenPhone contacts for new Zoho CRM leads
Premium
Details
Try it
Zoho CRM + OpenPhone
Create or update OpenPhone contacts for new Zoho CRM contacts
Premium
Details
Try it
Zoho CRM + OpenPhone
Log completed outgoing calls from OpenPhone as new module entries in Zoho CRM
Premium
Details
Try it
OpenPhone + Zoho CRM
Create new Zoho CRM module entries from incoming OpenPhone messages
Premium
Details
Try it
OpenPhone + Zoho CRM

Send OpenPhone SMS messages to new leads in Zoho CRM

Premium

Details

Try it

Zoho CRM + OpenPhone

Log completed calls in OpenPhone as new module entries in Zoho CRM

Premium

Details

Try it

OpenPhone + Zoho CRM

Create or update OpenPhone contacts for new Zoho CRM leads

Premium

Details

Try it

Zoho CRM + OpenPhone

Create or update OpenPhone contacts for new Zoho CRM contacts

Premium

Details

Try it

Zoho CRM + OpenPhone

Log completed outgoing calls from OpenPhone as new module entries in Zoho CRM

Premium

Details

Try it

OpenPhone + Zoho CRM

Create new Zoho CRM module entries from incoming OpenPhone messages

Premium

Details

Try it

OpenPhone + Zoho CRM

Create or update OpenPhone contacts from new or updated Zoho CRM contacts
Premium
Details
Try it
Zoho CRM + OpenPhone
Create new entries in Zoho CRM for completed calls in OpenPhone
Premium
Details
Try it
OpenPhone + Zoho CRM

How Zapier works

Zapier makes it easy to integrate OpenPhone with Zoho CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from OpenPhone

A trigger is an event that starts your Zap and runs the workflow. For example, with OpenPhone, a trigger could be "Call Recording Completed."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoho CRM

An action is what takes place after the automation is triggered. For example, with Zoho CRM, the action could be "Add Attachment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected OpenPhone to Zoho CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your OpenPhone to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about OpenPhone + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with OpenPhone and Zoho CRM

How do I set up the OpenPhone and Zoho CRM integration?

To integrate OpenPhone with Zoho CRM, you'll need to connect both accounts through our platform. Begin by authenticating OpenPhone and Zoho CRM. Then, choose triggers like 'New Call' in OpenPhone to create actions such as adding a note or updating a contact in Zoho CRM.

What triggers are available for OpenPhone in the integration?

We support a variety of triggers for OpenPhone, including 'New Call', 'Missed Call', 'New Voicemail', and 'New Message'. These triggers can automate different actions in Zoho CRM, such as updating contact information or creating deals.

Are there predefined templates for common workflows?

Yes, we offer several templates for common workflows between OpenPhone and Zoho CRM. These templates include actions like logging calls or creating tasks based on call activities directly within Zoho CRM.

What permissions are required to set up the integration?

To enable the integration, ensure you have admin rights on both your OpenPhone and Zoho CRM accounts. This ensures all necessary data can be accessed and shared between the two platforms securely.

Can specific contacts be excluded from triggering actions in Zoho CRM?

Currently, all incoming communications on OpenPhone will trigger designated actions in Zoho CRM once configured. To exclude specific contacts, you'll need to manually manage triggers or apply certain filters within your workflows.

How are new leads updated in Zoho CRM with this integration?

When a new call is received or placed via OpenPhone, it can automatically trigger an action to create a new lead or update an existing one in Zoho CRM with relevant details captured during the call.

Is it possible to track team performance using this integration?

Absolutely! By configuring triggers such as 'New Call' or 'Missed Call' on team numbers in OpenPhone, we can log these events into Zoho CRM as reports or dashboards for tracking performance metrics.

Connect OpenPhone and Zoho CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- From
  Required
- To
  Required
- Message
  Required
- Mark conversation as done
Action
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
- Module
  Required
Trigger
Instant
Try It

- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related_Module
  Required
- Related Entry ID
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Message
  Required
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
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
- Module
  Required
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
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write