Lead conversion
We check call history follows the person when a lead becomes a contact and deal.
Integration · Dialpad to Zoho CRM
Dialpad and Zoho CRM integration
Dialpad can connect to Zoho CRM. Where Zoho setups go wrong is in Zoho’s own structure: leads that convert into contacts and deals, Blueprints that control stage changes, and several phone fields on every record. We set the connection up around how your Zoho actually works. One-time setup, no monthly fee from us.
- From $100, one-time setup
- No monthly fees from us
- Tested on your own calls before go-live
Dialpad
Zoho CRM
One call ends in Dialpad. In Zoho CRM:
- A call in DialpadWith an AI summary
- In Zoho’s Calls moduleOn the lead, contact or deal
- History kept on conversionAnd Blueprint respected
- One-time setup
- From $100
- Monthly fee from us
- $0
- Working days to a written scope
- 2
- Working days to build and test
- 5–10
Got it, thank you.
Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
Zoho’s structure is the hard part, not the phone
In Zoho CRM, a person often starts as a Lead and is later converted into a Contact, Account and Deal. If calls attach only to the lead, sales can lose sight of early conversations after conversion. If calls try to move a deal that is controlled by a Blueprint, the update can fail without anyone noticing.
We start by looking at your modules, conversion process and Blueprints. Then we decide where each call belongs, make sure call history travels with the record after conversion, and keep stage changes inside the rules your Blueprint sets. Dialpad’s AI summary is added to the call record where your plan produces it.
- Inbound sales on ZohoCalls on the lead, carried to the deal on conversion.
- Teams using BlueprintCalls that fit the process instead of fighting it.
- ManagersZoho call reports that include every Dialpad call.
What we connect between Dialpad and Zoho CRM
A typical setup. We adjust each line to how your team uses Dialpad and Zoho CRM.
When this happensThis is what you get
A call endsA record in Zoho’s Calls module, linked to the lead, contact or deal
The Dialpad AI summaryAdded to the call description, where available
A missed callA task for the record owner
A new callerA new lead, checked across all phone fields first
A converted leadIts call history visible on the new contact and deal
Field mapping, event by event
Each Dialpad event and exactly what it writes in Zoho CRM. Pick an event to see its fields.
1. Trigger · Dialpad
When a call ends
Every call made or received in Dialpad
2. Action · Zoho CRM
Log the call record
In Zoho CRM, on the contact or lead — Where your team already works
Zoho CRM field
Mapped from
What happens
Activity date
Date started15 Sep, 4:00 pm
Shown in your time zone
Date started15 Sep, 4:00 pm
Shown in your time zone
Call length
Call length3 min 04 s
Stored the way Zoho CRM expects
Call length3 min 04 s
Stored the way Zoho CRM expects
Direction
Call directionInbound
Inbound or outbound
Call directionInbound
Inbound or outbound
Recording
Call recordingPlayable audio
Added once the file is ready
Call recordingPlayable audio
Added once the file is ready
Call notes
Ai summaryAsked for pricing
Saved as note text
Ai summaryAsked for pricing
Saved as note text
Contact or lead
Matched by phone number+1 415 555 0142
A new contact or lead is created only if none match
Sample values are made up. The exact fields are agreed with you in your scope.
A one-time setup, not a monthly middleware bill
We are not a middleware. We plan the connection, set it up, test it on your calls and hand it over.
Web Repay integration setup
Middleware subscription
What you pay
One-time setup, from $100 (one-off)
A monthly plan, often priced by tasks or operations
As call volume grows
The same price, no per-task charges
Costs rise with every call that syncs
Who builds and tests it
We do, on your own Dialpad calls
Your team builds and maintains every step
Where it runs
In your own Dialpad and Zoho CRM accounts, documented
Inside the middleware vendor’s platform
When something changes
Additional support as needed, when you request it
Your team fixes the broken steps
Where a small connector layer is the most reliable route, we say so in your written scope, set it up in your own account and choose the option with the lowest running cost.
Where Dialpad and Zoho CRM setups usually go wrong
Blueprint stages
Calls only move records in ways your Blueprint allows.
Several phone fields
Zoho records have Phone, Mobile and more. We match across them.
Zoho data centre
Zoho runs separate data centres by region. We connect to the right one for your account.
How we set it up
- 1
Review your Zoho setup
Modules, conversion and Blueprints. Written scope, fixed one-time price.
- 2
Access
Zoho CRM administrator and Dialpad admin access.
- 3
Connect and test
Calls tested before and after a test lead converts.
- 4
Handover
A short note of the rules.
Test call passedEvery field in the table checked
LiveWatched for the first week
What it costs
From
$100 one-time setup
Starting price for connecting Dialpad and Zoho CRM, built and tested. Larger mappings get a fixed quote in writing before we start.
No monthly fee from us. Additional support is available as needed, whenever you request it.
Free download
The integration health check
10 checks to make sure your website, CRM and dialer really are passing information between them.
From the blog
Further reading
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
Dialers
Why fewer people answer your calls: spam labels and caller ID
When answer rates drop, the cause is often a warning label on your caller ID. How US carriers check and label calls, and what you can do about it.
Questions about Dialpad and Zoho CRM
Does Dialpad already integrate with Zoho CRM?
Dialpad offers a Zoho CRM connection, and we use it where it fits. Our work is making it match your modules, conversion and Blueprints.
Will calls show in Zoho reports?
Yes. They are saved in Zoho’s Calls module, which standard reports use.
Is there a monthly fee?
No. You pay once for the setup.
We use Zoho Voice too. Is that a problem?
Using two phone systems splits your call history. We help you decide and set up the one you keep.
Rather talk it through?
Thirty minutes on how your team uses Dialpad and Zoho CRM. You leave knowing what we would build and what it would cost.
Call ended03:04 · inbound
Call in Calls moduleHistory kept on convert
Call-back taskAssigned to the contact owner