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How Zapier works

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

Select a trigger from Upcall

A trigger is an event that starts your Zap and runs the workflow. For example, with Upcall, a trigger could be "New Calls."
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 Upcall to Zoho CRM

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

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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 Upcall 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
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Connect Upcall 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.

    • Status
    • Campaign
      Required
    Trigger
    Polling
    Try It
    • Status
    • Campaign
      Required
    Trigger
    Polling
    Try It
    • Campaign
      Required
    • Contact
      Required
    • Phone Number
      Required
    • Status
    • Phone Number Extension
    • First Name
    • Last Name
    • Notes
    • Title
    • Company Name
    • Email Address
    • Website
    • Address - Street Line 1
    • Address - City
    • Address - State
    • Address - Postal / ZIP Code
    • Address - Country
    • Custom Fields
    Action
    Write
    • Campaign
      Required
    • Name
    • Email
    • Phone Number
    • Status
    • Phone Number
      Required
    • Phone Number Extension
    • First Name
    • Last Name
    • Notes
    • Title
    • Company Name
    • Email Address
    • Website
    • Address - Street Line 1
    • Address - City
    • Address - State
    • Address - Postal / ZIP Code
    • Address - Country
    • Custom Fields
    Action
    Search or write
    • Status
    • Campaign
      Required
    Trigger
    Polling
    Try It
    • Campaign
      Required
    • Phone Number
      Required
    • Phone Number Extension
    • First Name
    • Last Name
    • Notes
    • Title
    • Company Name
    • Email Address
    • Website
    • Address - Street Line 1
    • Address - City
    • Address - State
    • Address - Postal / ZIP Code
    • Address - Country
    • Custom Fields
    Action
    Write
    • Campaign
      Required
    • Name
    • Email
    • Phone Number
    • Status
    Action
    Search
  • 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
    Polling
    Try It

Learn how to automate Zoho CRM on the Zapier blog

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About Upcall
Upcall provides phone callers on demand. Import phone numbers and our professional callers will make sales and marketing calls for you.
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.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)Zoho
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