> ## Documentation Index
> Fetch the complete documentation index at: https://dialnexa.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho CRM

> Log DialNexa call outcomes directly into Zoho CRM - leads updated, contacts enriched, deals moved, and follow-up tasks created without manual data entry.

Zoho CRM is a fully-featured customer relationship management platform used by businesses that want enterprise-level CRM capabilities without enterprise pricing. When DialNexa runs your calls, every conversation can write back into Zoho - leads qualified, contacts updated, deals progressed, and tasks created - keeping your Zoho data current without reps having to manually update it.

<Note>
  Zoho CRM is most valuable for teams that track everything through Leads and Contacts in Zoho and want call outcomes to automatically update the records, change deal stages, and create next-step tasks.
</Note>

## What this integration does

DialNexa connects to Zoho CRM through the Zoho CRM API. After a call, DialNexa can:

* **Log a call activity** on the Lead, Contact, Account, or Deal with date, duration, outcome, and summary
* **Update Lead or Contact fields** - status, lead source, qualification data, phone, email, or any custom field
* **Convert Leads** - promote a qualified lead to a Contact and Account in Zoho after a qualifying call
* **Update Deal stages** - move a deal forward or backward based on what the caller said
* **Create follow-up Tasks** on the right record with assignee, due date, and call context
* **Create new Leads** when callers aren't yet in Zoho

## When to use DialNexa with Zoho CRM

**Outbound prospecting** - your agent calls a lead list, qualifies each prospect, and Zoho reflects the result: lead status updated, call activity logged, and a task for the rep if follow-up is needed.

**Inbound lead capture** - someone calls your main number. The agent qualifies them and creates a Zoho Lead with the full contact details and qualification data captured during the call.

**Deal progression** - every call that changes what you know about a deal should change its stage. DialNexa does this automatically - demo requested moves the deal forward, clear objection with resolution path moves it to negotiation, firm rejection closes it lost.

**Lead conversion** - when a prospect qualifies on a call, DialNexa converts the Zoho Lead to a Contact and Account in one step, and creates the associated Deal.

**Activity logging at scale** - for sales teams making hundreds of calls a day, DialNexa ensures every call is logged in Zoho with the right detail - so managers and reps have an accurate activity record without anyone manually entering call notes.

## What DialNexa writes to Zoho CRM

<CardGroup cols={2}>
  <Card title="Call activities" icon="phone">
    Logs every call as a Zoho CRM activity - date, duration, direction, outcome, and a summary note attached to the Lead, Contact, or Deal.
  </Card>

  <Card title="Lead and Contact updates" icon="user">
    Updates qualification status, lead source, lifecycle stage, phone, email, and any custom field with data captured during the call.
  </Card>

  <Card title="Deal stage changes" icon="trending-up">
    Moves Deals through the Zoho pipeline based on confirmed buying signals - booking a demo, requesting a quote, or confirming a close.
  </Card>

  <Card title="Task creation" icon="check-square">
    Creates follow-up tasks on the right record with the right assignee, due date, and the context the rep needs for their next action.
  </Card>
</CardGroup>

## Setting up the integration

In your DialNexa agent workflow, add a Zoho CRM action at call end. You'll configure:

1. **Zoho CRM OAuth credentials** - Zoho API client ID and secret (set up once in DialNexa integrations; requires Zoho Developer Console access)
2. **Module** - Leads, Contacts, Accounts, Deals, or Activities
3. **Action** - create, update, upsert, convert lead, or search
4. **Record matching** - how DialNexa finds the right Zoho record (by phone, email, or record ID)
5. **Field mappings** - which DialNexa variables write to which Zoho fields
6. **Stage mapping** - which call outcomes move a deal to which Zoho stage

## Workflow ideas

<AccordionGroup>
  <Accordion title="Lead qualification: Zoho updated before the rep's next morning">
    Your agent calls through a lead list overnight. Each called lead gets its Zoho status updated, qualification notes added, and a task created for the rep if follow-up is needed. The rep starts their day with a Zoho CRM that reflects the exact state of every lead - not yesterday's information.
  </Accordion>

  <Accordion title="Inbound call capture: every caller becomes a Zoho Lead">
    A prospect calls your number outside business hours. The agent qualifies them - capturing their name, company, role, and what they're looking for. By the time your team arrives in the morning, Zoho has a new Lead record with full qualification data and a task for the rep assigned by territory.
  </Accordion>

  <Accordion title="Lead conversion: qualify on the call, convert in Zoho in one step">
    The prospect is qualified - right company, right need, right timeline. DialNexa converts the Zoho Lead to a Contact, creates the linked Account, and opens a Deal in the right pipeline stage. The AE wakes up with a Zoho Deal ready to work rather than a lead to evaluate.
  </Accordion>

  <Accordion title="Account management: call and log in one workflow">
    Your account team calls existing customers for quarterly check-ins. DialNexa logs each call to the Zoho Account - summary, sentiment, renewal intent, upsell interest - without the account manager having to write up call notes after every conversation. Zoho reflects the full customer history.
  </Accordion>
</AccordionGroup>

## Pairing Zoho CRM with other integrations

* **Zoho CRM + Slack** - when a qualified lead is created or a deal moves to a key stage from a call, Slack notifies the rep with the Zoho record link
* **Zoho CRM + Google Calendar** - when a demo is booked on a call, update the Zoho Deal stage and create the Google Calendar event simultaneously
* **Zoho CRM + Gmail** - post-call follow-up emails are sent from Gmail and logged as email activities on the Zoho Contact
* **Zoho CRM + Zoho Desk** - for teams using both Zoho CRM and Zoho Desk for support, DialNexa can update both: the Zoho CRM account record and the Zoho Desk ticket for support calls

## Common questions

<AccordionGroup>
  <Accordion title="How does DialNexa find the right Zoho CRM record?">
    DialNexa searches by phone number first, then by email if captured during the call. If multiple records match, DialNexa uses the most recently modified one or routes to human review. If no match is found, it creates a new Lead or routes to review depending on your configuration.
  </Accordion>

  <Accordion title="Can DialNexa convert a Zoho Lead to a Contact automatically?">
    Yes. When a qualifying call meets your conversion criteria, DialNexa can trigger the Zoho Lead Conversion API - creating the Contact, Account, and associated Deal in one step. The conversion criteria are defined in your DialNexa workflow conditions.
  </Accordion>

  <Accordion title="Can DialNexa update Zoho custom modules?">
    The primary integration covers Zoho CRM's standard modules (Leads, Contacts, Accounts, Deals, Activities, Tasks). Custom modules may require additional configuration - contact DialNexa support for guidance on custom module integration.
  </Accordion>

  <Accordion title="What does the Zoho call log look like?">
    A logged call activity on the Lead or Contact timeline, with date, duration, direction, outcome, and a plain-language summary. The DialNexa call recording and transcript are linked in the activity description.
  </Accordion>

  <Accordion title="Does this work with Zoho CRM's workflow rules?">
    Yes. When DialNexa updates a Zoho field or creates a record, Zoho's native workflow rules fire based on those changes. For example, if DialNexa updates Lead Status to "Qualified," a Zoho workflow rule can automatically assign the lead to the right rep or send an internal alert.
  </Accordion>
</AccordionGroup>