Which Zoho CRM plans are supported?

The integration works with all Zoho CRM plans including Free, Standard, Professional, Enterprise, and Ultimate editions.

Can I trigger calls from Zoho Blueprints?

Yes, you can configure Blueprint transitions that trigger AI calls when leads move through your defined process stages.

Does it work with Zoho One?

Yes, the integration works seamlessly within the Zoho One ecosystem, including Zoho Desk, Zoho Analytics, and other Zoho applications.

Is the data sync real-time?

Yes, data syncs in real-time via Zoho webhooks and APIs. Call outcomes appear on lead records within seconds.

Outbound Calling Bot

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Outbound Calling Bot + Zoho CRM

Power your Zoho CRM with AI outbound calls. Trigger campaigns from Blueprints, sync lead data, and log call outcomes seamlessly.

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Zoho CRM Integration Features

Native Zoho ecosystem integration

Blueprint Triggers

Trigger AI calls from Zoho CRM Blueprints and workflow rules based on lead or deal transitions.

Contact Sync

Bi-directional sync of contacts, leads, and deals between Zoho CRM and Edesy in real-time.

Activity Logging

Call activities with duration, notes, outcome, and recording links logged on each Zoho record.

Custom Modules

Support for custom modules, fields, and layouts in Zoho CRM for flexible data mapping.

Zoho Ecosystem

Works with Zoho Desk, Zoho Analytics, and other Zoho apps for end-to-end automation.

Zoho Analytics

Push call metrics to Zoho Analytics for custom dashboards and advanced reporting.

Connect Zoho CRM in Minutes

Simple setup for Zoho users

Authenticate Zoho

Connect your Zoho CRM account with OAuth 2.0 authentication in one click.

Map Fields

Map Zoho CRM modules and fields to Edesy for seamless data flow.

Set Up Triggers

Create workflow rules or Blueprint transitions that trigger AI outbound calls.

Go Live

Start calling from Zoho CRM and track results in both platforms.

Zoho Users Love It

"The Zoho CRM integration is perfect for our workflow. New leads from Zoho get an AI call in minutes, and all outcomes sync back to our deal pipeline."

Nitin Chandra

"We use Zoho CRM extensively, and this integration fits right in. Call data in Zoho Analytics gives us insights we never had before about our outreach effectiveness."

Preethi Nair

Zoho CRM Integration FAQ

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