Zoho integration overview
Zoho CRM is a cloud-based CRM that helps sales teams manage leads, track pipelines, and grow customer relationships. The CallRail integration connects your call tracking data directly to your Zoho CRM account, so your team sees the full attribution on every inbound lead without adding to their busywork.
Every time a lead calls, texts, or submits a form, CallRail manages the data entry behind the scenes by checking Zoho for a matching phone number or email. It seamlessly updates the existing lead or creates a new one on the spot, then logs a note capturing the interaction details - including marketing source, medium, campaign, landing page, and keywords. If you have Conversation Intelligence enabled, the note also includes an AI-generated call summary.
This connection also works with Voice Assist. Your AI agent adds the name and email of each inbound caller to Zoho as a lead, so no lead slips through the cracks.
Integration Features
- Automated Contact Management: CallRail automatically creates or updates Zoho contacts for every tracked call, text, and form submission, keeping your records accurate without the need for manual data entry.
- Detailed Marketing Attribution: CallRail automatically posts a Note to the contact’s record with the source, medium, campaign, landing page, and keywords behind the interaction. This gives your team full visibility into exactly which marketing efforts are driving inbound leads.
- AI-Generated Call Summaries: For accounts with Conversation Intelligence enabled, CallRail automatically includes a concise, AI-generated summary within each call note. This allows your team to quickly understand the context of a call without needing to listen to the entire recording.
- Lead Capture with Voice Assist: Inbound calls handled by Voice Assist create new leads in Zoho. Your AI agent adds each caller's name and email to the lead, so no opportunity slips through the cracks.
