Five9
Cloud Contact Center (Enterprise)
Zoho CRM
CRM · Modules · Blueprint
Zoho CRM + Five9 Integration
Connect Five9 to Zoho CRM — 5 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
Five9 Triggers
E01
call.created
New call initiated
webhook
E03
call.ended
Call terminated with all metadata
webhook
E04
call.disposition_set
Agent sets call disposition after call
webhook
E05
voicemail.received
New voicemail left
webhook
E08
agent.state_changed
Agent status changes (ready/not ready)
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
Five9 Triggers
E01
webhookcall.created
New call initiated
E03
webhookcall.ended
Call terminated with all metadata
E04
webhookcall.disposition_set
Agent sets call disposition after call
E05
webhookvoicemail.received
New voicemail left
E08
webhookagent.state_changed
Agent status changes (ready/not ready)
Zoho CRM Triggers
T01
pollingNew Contact
New contact (use Instant on paid plans)
T03
instantNew Module Entry (Instant)
Any entry created in specified module
Five9 Actions
A01
POST /api/contacts
Search or create contacts
A02
POST /api/calls
Initiate call or retrieve data
A03
POST /api/campaigns
Manage campaign lists
A04
POST /api/dispositions
Set or retrieve call dispositions
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
Five9 API
POST
/api/contacts/
Search/create contacts
POST
/api/calls/
Initiate call / get data
POST
/api/campaigns/
Manage campaign lists
GET
/api/recordings/{callId}
Retrieve call recording
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 Five9, 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 Five9 call event — mapped to Zoho CRM fields. Highlighted fields are critical for automation:
callId
sessionId
agentName
ani
dnis
duration
talkTime
holdTime
dispositionName
notes
recordingUrl
queueName
campaignName
contactId
timestamp