Integration

CRMConnect with OAuth

Zoho CRM voice AI integration

The Zoho CRM integration connects your AI voice and chat agents to Zoho CRM, so they can create a crm lead on a live call. It's a crm connector that runs as a tool the agent calls mid-conversation — you connect with oauth, attach it to an agent, and it acts in real time without a human in the loop.

Zoho CRM API docs

Last updated 2026-09-16

What your agent can do with Zoho CRM

Create a CRM leadCreate CRM lead

Create a lead in Zoho CRM for the caller. Use when the caller is a sales prospect.

Inputs

Field	Type	Description
company	string	Company name, if any
description	string	What the lead wants
email	string	Email, if given
last_name*	string	Lead last name (Zoho requires it)
phone	string	Caller phone

crm.list_leadslist_leads crm

Read the Zoho CRM Leads module, a page at a time. For importing a call list.

Inputs

Field	Type	Description
limit	integer	Leads per page (max 200)
page	integer	1-based page number

crm.update_leadsupdate_leads crm

Update many Zoho CRM leads in one call — the campaign write-back path.

Inputs

Field	Type	Description
data*	array	[{id, …fields}] — up to 100

crm.log_calllog_call crm

Log every call in the Zoho CRM Calls module. Map at least Subject, Call_Start_Time and Call_Duration — Zoho rejects a call without them. Also useful: Call_Type, Description, Who_Id (the Lead or Contact).

Inputs

Field	Type	Description
data*	array	one entry per call

Look up a contact by phoneLook up CRM contact

Find an existing Zoho CRM contact by phone number. Use to recognise a caller before creating a duplicate, and to get the contact ID that notes, tasks, deals and call logging all need. An empty result means this caller is not in the CRM yet.

Inputs

Field	Type	Description
phone*	string	Caller phone in full international form, e.g. +919876543210

Get a contact by IDGet a CRM contact

Fetch one Zoho CRM contact by its ID, with more detail than the search returns.

Inputs

Field	Type	Description
contact_id*	string	The Zoho contact ID

Create a CRM contactCreate CRM contact

Create a Zoho CRM contact for the caller. ALWAYS supply a last name — Zoho refuses to create a contact without one. Look the caller up first; Zoho does not deduplicate on phone.

Inputs

Field	Type	Description
email	string	Email, if given
firstname	string	First name
lastname	string	Last name. Zoho REQUIRES this — if the caller gives only one name, use it here.
phone*	string	Phone in full international form, e.g. +919876543210

Update a contactUpdate a CRM contact

Update fields on an existing Zoho CRM contact. Only the fields you supply are changed. Supply at least one field besides the ID.

Inputs

Field	Type	Description
contact_id*	string	The Zoho contact ID
email	string	Email
firstname	string	First name
lastname	string	Last name
phone	string	Phone in full international form

List a contact's dealsList a contact’s opportunities

List the deals attached to a Zoho CRM contact, so you can tell a caller where their enquiry stands.

Inputs

Field	Type	Description
contact_id*	string	The Zoho contact ID

Create a task on a contactCreate a CRM task

Create a follow-up task against a Zoho CRM contact. If the caller did not name a due date, use tomorrow.

Inputs

Field	Type	Description
contact_id*	string	The Zoho contact ID
description	string	Any detail the person doing the task will need
due_date*	string	Due date as YYYY-MM-DD, e.g. 2026-09-10
subject*	string	Short task title, e.g. "Call back about the quote"

Add a note to a contactAdd a note to a contact

Write a note onto a Zoho CRM contact — what the caller asked for, what was agreed. Keep it to a short paragraph.

Inputs

Field	Type	Description
body*	string	The note text
contact_id*	string	The Zoho contact ID
title	string	Optional short heading for the note

Log a phone callLog a phone call

Record this call in the Zoho CRM Calls module against the caller's contact record. Use near the end of a call to write down what was discussed and agreed.

Inputs

Field	Type	Description
call_duration	string	How long the call lasted as hh:mm, e.g. 00:07 for seven minutes
contact_id*	string	The Zoho contact ID the call belongs to
direction	string	Who placed the call. Inbound means the caller rang us.
notes	string	What was discussed, asked for and agreed. A short paragraph.
subject*	string	One-line summary of the call

Agent templates that use Zoho CRM

Solar & home-improvement leadFlow

Qualifies solar and home-improvement enquiries on the essentials (homeownership, energy bill, property), gates out non-fits politely, captures the lead, and books a free consultation.

Outbound SDR with objection handlingFlow

A polished outbound prospecting flow — permission, discovery, tailored pitch, and a booked meeting — with a GLOBAL objection handler that fields price, timing, or 'we already have something' at any point and then returns to exactly where it left off.

Loan eligibility pre-screenFlow

Pre-screens loan applicants on income, employment and amount needed, captures the lead, and routes eligible applicants to a loan officer.

EdTech admissions counselorFlow

Counsels prospective students on courses, captures the lead, and books a counseling session with an advisor.

Car test-drive bookingFlow

Qualifies car-buying interest, captures the lead into your CRM, and books a test drive — turning a curious caller into a showroom visit.

Home-services quote intakeFlow

Captures quote requests for home projects — job type, scope and details — saves the lead, and books a free estimate visit so no enquiry slips away after hours.

Financial advisor bookingFlow

Qualifies interest in financial advice (retirement, investing, insurance), captures the lead, and books a consultation with an advisor — no compliance-sensitive advice given on the call.

Travel enquiry & bookingFlow

Handles holiday, flight, and hotel enquiries — captures the trip brief, saves the lead, books a consultation with a travel expert, and sends options on WhatsApp. Turns a browsing caller into a planned trip.

Inbound sales concierge

Answers inbound sales calls, looks the caller up in your CRM for context, answers product questions, and books or transfers when there's intent to buy.

Order & delivery status

Looks up a caller's recent order and gives an accurate status and delivery estimate, escalating to a human for anything unusual.

Billing dispute intakeFlow

Calmly takes billing disputes, verifies the account, captures the disputed charge, and opens a billing ticket for review.

Subscription cancel & retainFlow

Handles cancellation requests with a respectful save attempt — understands the reason, offers a relevant alternative, and processes or escalates the cancellation.

B2B invoice follow-upFlow

Chases outstanding B2B invoices with accounts-payable contacts, confirms status, and logs the promised payment date to a sheet.

Insurance policy verificationFlow

Verifies a policyholder's identity, confirms policy and coverage details, and routes anything beyond verification to a licensed agent.

Return & refund intakeFlow

Handles return and refund requests: looks up the order, captures the reason, and routes to a refund or a replacement — opening a ticket and texting the next steps.

SaaS demo schedulerFlow

Qualifies B2B SaaS prospects, captures company details into your CRM, and books a live demo on your calendar.

Other CRM integrations

HubSpot

Create or look up HubSpot contacts from the call. Uses a private app access token.

Salesforce

Create a Salesforce lead from the call. Connect once with Salesforce (uses your My Domain).

GoHighLevel

Look callers up, create and update contacts, move opportunities through a pipeline, log tasks and notes, and book, reschedule or cancel appointments — in your GoHighLevel sub-account.

Microsoft Dynamics 365

Recognise callers, create and update contacts, log phone calls onto the customer timeline, and raise notes and follow-up tasks in Dynamics 365 (Dataverse).

Frequently asked questions

What can an AI voice agent do with Zoho CRM?+

During a live call or chat, a Telenow agent can create a crm lead, crm.list_leads, crm.update_leads, crm.log_call, look up a contact by phone, get a contact by id, create a crm contact, update a contact, list a contact's deals, create a task on a contact, add a note to a contact, and log a phone call — each runs as a tool the agent calls mid-conversation, so it acts on Zoho CRM in real time without a human.

How do you connect Zoho CRM to Telenow?+

In Telenow, open Integrations, pick Zoho CRM, and you connect Zoho CRM once with OAuth — no API keys to copy. Then add its crm tool to your agent (or install a template that already includes it) and you're live.

Which AI agent templates use Zoho CRM?+

Solar & home-improvement lead, Outbound SDR with objection handling, Loan eligibility pre-screen, EdTech admissions counselor, Car test-drive booking, Home-services quote intake, Financial advisor booking, Travel enquiry & booking, Inbound sales concierge, Order & delivery status, Billing dispute intake, Subscription cancel & retain, B2B invoice follow-up, Insurance policy verification, Return & refund intake, and SaaS demo scheduler all use Zoho CRM. You can install any of them and connect your Zoho CRM account in a couple of clicks.

Does Zoho CRM work on phone calls and WhatsApp?+

Yes. Telenow agents run on phone, web, chat and WhatsApp, and Zoho CRM works the same across every channel — the agent calls it whenever the conversation needs it.

How much does the Zoho CRM integration cost?+

Connecting Zoho CRM is included — you only pay Telenow's transparent per-minute and per-component usage, and new accounts get free signup credit to try it.

$0.99 free credit on signup

What your agent can do with Zoho CRM

Agent templates that use Zoho CRM

Other CRM integrations

Frequently asked questions

Connect Zoho CRM to your AI voice agent