Zoho CRM + Dialpad
Zoho CRM auto dialer for Dialpad
Power dial Zoho CRM custom views through Dialpad. NitroDialer posts notes, updates Lead_Status and logs calls in Zoho CRM, in any Zoho data center (US, EU, India, Australia, Canada and more).
What syncs with Zoho CRM
Campaigns are built from Leads and Contacts custom views. Results are written back after every call.
INNitroDialer reads
- Leads and Contacts custom views
- Name, company, email, phone and mobile
- City, state and postal code
- Record owner
- Lead status and source
OUTWritten back to Zoho CRM
- A note on the lead or contact with the call outcome and details
- Lead_Status mapped per outcome
- An optional record in the Calls module
Set up Zoho CRM
An admin connects it once for the workspace. The full walkthrough is in the documentation.
- In NitroDialer, open Settings, then Integrations, and choose Zoho CRM
- Sign in to the Zoho org that should receive call notes
- Create a campaign and pick a Leads or Contacts custom view
- Confirm the Lead_Status values for each outcome, then activate
Zoho CRM questions
My Dialpad is connected to a different Zoho org. Is that a problem?
No. NitroDialer uses its own Zoho connection, so notes go to whichever org you connect, independent of Dialpad's Zoho integration.
Does it work with Zoho orgs outside the US data center?
Yes. NitroDialer detects your Zoho data center during sign-in: zoho.com, zoho.eu, zoho.in, zoho.com.au, zohocloud.ca, zoho.jp and others.
Can I log calls in the Calls module?
Yes. Turn on call logging per campaign and each call is created in the Calls module, linked to the lead or contact.
See NitroDialer on your Zoho CRM account
A 20-minute walkthrough with your Dialpad account and one of your real lists. Bring your hardest compliance question.