Connect Vapi and Zoho CRM to Build Intelligent Automations

Choose a Trigger

Vapi

When this happens...

Choose an Action

Zoho CRM

Automatically do this!

Ready to use Vapi and Zoho CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Assistant

New Assistant

Triggered when a new assistant is created in Vapi.

New Tool

New Tool

Triggered when a new tool is created in Vapi.

New Phone Number

New Phone Number

Triggered when a new phone number is created in Vapi.

New Lead

New Lead

Triggers when a new lead is created.

New Contact

New Contact

Triggers when a new contact is created.

New Account

New Account

Triggers when a new account is created.

Do thisActions

Action is the task that follows automatically within your Vapi integrations.

Create Assistant

Create Assistant

Create an Assistant.

Create Tool

Create Tool

Create a tool.

Create Phone Number

Create Phone Number

Create a phone number.

Get Phone Number

Get Phone Number

Get a specific phone number details by its id.

Get Tool

Get Tool

Get a specific tool details by its id.

Get Assistant

Get Assistant

Get a specific assistant details by its id.

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Frequently Asked Questions

How do I start an integration between Vapi and Zoho CRM?

To start, connect both your Vapi and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Vapi triggers actions in Zoho CRM (or vice versa).

Can we customize how data from Vapi is recorded in Zoho CRM?

Absolutely. You can customize how Vapi data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Vapi and Zoho CRM?

The data sync between Vapi and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Vapi to Zoho CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Vapi and Zoho CRM?

Yes, you can set conditional logic to control the flow of data between Vapi and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Vapi

About Vapi

Vapi is an advanced AI platform designed to enhance and streamline various business processes through intelligent automation and machine learning capabilities. It offers tools and solutions that cater to a wide range of industries, enabling businesses to leverage artificial intelligence for improved efficiency and decision-making.

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Zoho CRM

About Zoho CRM

Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.

Learn More