CallSphere + Zoho CRM
Sync CallSphere AI voice agents with Zoho CRM. Automatically create leads, log calls, update deals, and trigger workflows. Keep your sales pipeline current without manual entry. Every inbound and outbound call is captured, enriched with AI-extracted insights, and pushed into the right Zoho module -- so your sales team always works from a complete, up-to-date CRM without lifting a finger.
What the Zoho CRM integration enables
Lead Creation & Enrichment
New callers are automatically created as Leads in Zoho CRM with contact details, call summary, intent classification, and any custom data points extracted by the AI agent during the conversation.
Call Activity Logging
Every call -- inbound and outbound -- is logged as an Activity on the associated Lead, Contact, or Deal. Logs include call duration, transcript, outcome classification, and next-step recommendations.
Deal Stage Updates
AI agents advance Deal stages based on call outcomes. A qualified prospect moves from 'Initial Contact' to 'Qualification' automatically. Pipeline stages stay current without rep intervention.
Custom Field Mapping
Map any data captured during a call to custom Zoho CRM fields. Industry, budget range, timeline, competitor mentions, product interest -- whatever your sales process requires is captured and synced.
Workflow Triggers
CallSphere actions trigger Zoho CRM workflows and blueprint transitions. Book a meeting? Trigger an email sequence. Qualify a lead? Assign it to the right rep and notify the manager.
Contact Deduplication
Before creating a new record, the AI agent checks for existing Contacts and Leads by phone number, email, and name. Duplicates are merged or linked, keeping your CRM clean and accurate.
How to connect Zoho CRM
Get up and running in four simple steps. Most teams go live in under 30 minutes.
Connect Zoho CRM
Authorize CallSphere via Zoho's OAuth flow. Select your Zoho CRM organization and grant the required API scopes for Leads, Contacts, Deals, and Activities.
Map Fields & Modules
Choose which Zoho CRM modules to sync -- Leads, Contacts, Deals, Activities -- and map CallSphere data fields to your standard and custom Zoho fields.
Set Sync Rules
Define when to create new records vs. update existing ones, configure deduplication logic, set which call types to log, and choose which events trigger Zoho workflows.
Activate
Run a test call to verify that Leads are created, Activities are logged, and Deals are updated correctly. Then go live and let every call flow into Zoho CRM automatically.
Why teams choose this integration
Zero Manual Entry
Every call is logged automatically with full context -- transcript, outcome, and next steps. Sales reps save 30+ minutes per day on CRM data entry.
Real-Time Pipeline
Deal stages update as calls happen. Sales managers see pipeline changes the moment they occur, with accurate forecasting data that reflects reality.
Smart Deduplication
The AI agent checks for existing records before creating new ones, matching on phone number, email, and name. Your CRM stays clean with no duplicate leads or contacts.
Explore more integrations
CallSphere connects to the tools your team already uses.
Ready to connect Zoho CRM?
See how CallSphere AI agents integrate with Zoho CRM to automate your workflows. Live demo available -- no signup required.