Smith.ai + Zoho CRM

Create Zoho CRM module entries for new Smith.ai calls

Effortlessly track and manage your incoming calls with this automation between Smith.ai and Zoho CRM. When a new call occurs in Smith.ai, this workflow will create a module entry in Zoho CRM, ensuring all call data is organized and easily accessible. Stay up-to-date on all client interactions, streamline your sales process, and provide personalized customer service with this efficient integration.

Effortlessly track and manage your incoming calls with this automation between Smith.ai and Zoho CRM. When a new call occurs in Smith.ai, this workflow will create a module entry in Zoho CRM, ensuring all call data is organized and easily accessible. Stay up-to-date on all client interactions, streamline your sales process, and provide personalized customer service with this efficient integration.

  1. When this happens...
    Smith.aiSmith.ai
    New Call

    Triggers when a new call is created.

    TriggerScheduled
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

What does this mean?
    • First Name

    • Last Name

    • NumberRequired

    • Email Address

    • What should we do?Required

    • What if they don't answer?Required

    • Language

    • When would you like us to call back?Required

    • Summary Email

    Action
    Write
  • Zoho CRM triggers, actions, and search

    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
  • Zoho CRM triggers, actions, and search

    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
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About Smith.ai

Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.
Learn moreHelp

Related categories

  • Phone & SMS
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zoho-crm logo

About Zoho CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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