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CallTools
Predictive / Preview / Power Dialer
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Zoho CRM
CRM · Modules · Blueprint

Zoho CRM + CallTools Integration

Connect CallTools to Zoho CRM — 4 trigger events, 4 CRM actions, full field mapping and real-time sync. Custom-built, production-grade. Live in 5–10 business days.

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4 Triggers
4 Actions
API Key
API / Webhook
30-day support
Automation Builder — Real Triggers & Actions
Click any event to select
CallTools Triggers
E01
call_completed
Call ended with disposition
webhook
E02
call_missed
Inbound call not answered
webhook
E06
disposition_set
Agent sets disposition after call
webhook
E07
dnc_flagged
Number added to DNC list
webhook
Zoho CRM Actions
A01
Create Contact
Creates a new contact in Zoho CRM
action
A03
Create Lead
Creates a new lead
action
A05
Create or Update Module Entry
Upsert in any Zoho CRM module
action
A06
Create Deal
Creates a new deal/opportunity
action
Field Mapping
Dialer → CRM
contact_phone
Contact.Phone / Lead.Phone
contact_name
Contact.Name / Lead.Name
contact_email
Contact.Email / Lead.Email
call_direction
Activity.Type (Inbound/Outbound)
call_duration
Activity.Duration
disposition
Contact.Lead_Status / Deal.Stage
notes
Activity.Notes / Call.Description
recording_url
Activity.Recording / Custom Field
agent_name
Activity.Owner / Task.Assigned_To
timestamp
Activity.Date / Call.Date
voicemail_url
Activity.Voicemail / Custom Field
campaign_name
Lead.Source / Contact.Campaign
ai_summary
Activity.Notes / Custom Field
CallTools Triggers
E01
webhook
call_completed
Call ended with disposition
E02
webhook
call_missed
Inbound call not answered
E06
webhook
disposition_set
Agent sets disposition after call
E07
webhook
dnc_flagged
Number added to DNC list
Zoho CRM Triggers
T01
polling
New Contact
New contact (use Instant on paid plans)
T03
instant
New Module Entry (Instant)
Any entry created in specified module
CallTools Actions
A01
Create Contact
Create or update contact in CallTools
A03
Add to Campaign
Add contact to dialing campaign
A05
Add to DNC
Add number to Do Not Call list
Zoho CRM Actions
A01
Create Contact
Creates a new contact in Zoho CRM
A03
Create Lead
Creates a new lead
A05
Create or Update Module Entry
Upsert in any Zoho CRM module
A06
Create Deal
Creates a new deal/opportunity
CallTools API
POST
/contacts
Create or update contact
POST
/campaigns
Manage campaign lists
GET
/calls/{callId}
Get call details + recording
POST
/dnc
Add number to DNC list
Zoho CRM API
POST
/crm/v6/Leads
Create lead
PUT
/crm/v6/Leads/{id}
Update lead
POST
/crm/v6/Contacts
Create contact

When an agent sets a call disposition in CallTools, the automation maps it to the correct Zoho CRM action:

Disposition CRM Stage / Action Stage
Interested Move deal stage → Qualified SQL / Qualified
Booked / Meeting Set Create calendar event + stage update Meeting Scheduled
Not Interested Update contact status → Disqualified Disqualified
No Answer Re-queue + follow-up task or SMS Attempted (retry)
Voicemail Left Set contact status → Attempted Attempted
Callback Requested Create CRM task → Schedule Callback Callback Scheduled
Wrong Number Flag phone field as invalid Invalid
DNC Requested Set opt-out flag + suppress contact Opted Out
Busy Re-queue with delay timer Re-queue

All fields passed on every CallTools call event — mapped to Zoho CRM fields. Highlighted fields are critical for automation:

call_id
agent_name
contact_phone
contact_name
contact_email
call_duration
disposition
notes
recording_url
campaign_name
timestamp