Convoso
TCPA Compliant / AI Scoring
Zoho CRM
CRM · Modules · Blueprint
Zoho CRM + Convoso Integration
Connect Convoso to Zoho CRM — 3 trigger events, 4 CRM actions, full field mapping and real-time sync. Custom-built, production-grade. Live in 5–10 business days.
Automation Builder — Real Triggers & Actions
Click any event to select
Convoso Triggers
E01
call_ended
Call ended with all metadata
webhook
E04
lead_disposition_changed
Call disposition updated
webhook
E05
dnc_added
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
Convoso Triggers
E01
webhookcall_ended
Call ended with all metadata
E04
webhooklead_disposition_changed
Call disposition updated
E05
webhookdnc_added
Number added to DNC list
Zoho CRM Triggers
T01
pollingNew Contact
New contact (use Instant on paid plans)
T03
instantNew Module Entry (Instant)
Any entry created in specified module
Convoso Actions
A01
Create Lead
POST /leads — create a lead
A04
Add to DNC
POST /dnc — add to DNC 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
Convoso API
POST
/leads
Create a lead
PUT
/leads/{id}
Update lead data
POST
/campaigns/leads
Add lead to campaign
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 Convoso, 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 Convoso call event — mapped to Zoho CRM fields. Highlighted fields are critical for automation:
lead_id
campaign_id
phone
call_duration
disposition
recording_url
tcpa_status
dnc_check_result