Zoho CRM with Call0Whoever calls is a lead in Zoho.
The agent handles the first conversation, collects the master data and turns it into a lead in Zoho CRM.
Start without an account.
What your agent does during the call
Create a lead
First name, last name, company, email and phone number become a new lead record in your Zoho account.
How it sounds on the phone
- CallerGood afternoon, we’re planning a group trip for our club and need a quote.
- Call0With pleasure. What is the club called, and who is the contact person?
- CallerThe Eifelfreunde hiking club, I’m Thomas Engel.
- Call0Thank you, Mr Engel. Which email address can we reach you at?
- Callerengel at eifelfreunde dot de.
- Call0I’ve taken down your details along with the club. Our colleague for group travel will get back to you with suggestions.
Lead with club and contact details in Zoho CRM
How to connect it
- In your agent, search for Zoho CRM under “Integrations”.
- Connect, sign in to your Zoho account and grant access to the CRM.
- Define with Agent0 which details the agent must ask for at a minimum before it saves the lead.
At the end of setup you choose which actions your agent may use.
What the integration does not do
- It stops at the lead. Converting it into a contact, account and deal happens in Zoho.
- The request itself has no field of its own in the standard action. You find it in the call summary in the Call0 dashboard.
- Existing leads are neither searched nor updated.
Questions about Zoho CRM
Where do I see what the call was about?
In the Call0 dashboard, in the summary and the transcript of the call. Zoho holds the lead with its contact details.
Does this also work with Zoho Desk?
Yes, that is a separate integration. There the agent creates a ticket instead of a lead.
Which Zoho region is supported?
The connection uses the account you sign in with during authorisation. If the sign-in fails, we sort it out in the demo.
Listen to your agent.
Enter your website and let it call you.