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CRM · Modules · Blueprint

Zoho CRM + Talkdesk Integration

Connect Talkdesk 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.

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5 Triggers
4 Actions
OAuth 2.0
Zapier Available
30-day support
Automation Builder — Real Triggers & Actions
Click any event to select
Talkdesk Triggers
T01
Call Completed
Outbound or inbound call ends
instant
T02
Call Missed
Inbound call not answered
instant
T03
New Voicemail
Caller leaves a voicemail
instant
T05
New Interaction
Any interaction type completed
instant
T07
Call Recording Available
Recording processed and available
instant
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
Talkdesk Triggers
T01
instant
Call Completed
Outbound or inbound call ends
T02
instant
Call Missed
Inbound call not answered
T03
instant
New Voicemail
Caller leaves a voicemail
T05
instant
New Interaction
Any interaction type completed
T07
instant
Call Recording Available
Recording processed and available
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
Talkdesk Actions
A01
Create Contact
Creates a new contact in Talkdesk
A02
Update Contact
Updates existing contact
A03
Create Outbound Call
Initiates an outbound call
A04
Create Callback
Schedules a callback for a contact
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
Talkdesk API
POST
/api/v1/contacts
Create/update contact
GET
/api/v1/calls/{callId}
Get call details
POST
/api/v1/calls
Initiate outbound call
GET
/api/v1/recordings/{id}
Retrieve recording URL
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 Talkdesk, 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 Talkdesk call event — mapped to Zoho CRM fields. Highlighted fields are critical for automation:

call_id
call_direction
agent_name
contact_phone
contact_email
contact_name
call_duration_seconds
call_recording_url
disposition
notes
queue_name
timestamp_start
timestamp_end
ring_time
talk_time
hold_time