Zoho CRM Integration: conversations logged as Calls and Notes
Sync Zoho CRM Contacts or Leads into Botcadence and write conversation activity, custom fields, Calls and Notes back to the record. Connect with OAuth sign-in in the Botcadence dashboard, map the fields you care about, and every qualifying conversation on web chat, WhatsApp, Instagram or the phone lands in Zoho CRM with the transcript.
What is the Zoho CRM Integration integration?
The Botcadence Zoho CRM integration signs in with OAuth, syncs Contacts or Leads (including saved views) into Botcadence lists, and writes conversation fields, Calls and Notes back to the matching Zoho record. It works with chat agents and voice agents; Zoho Mail is a separate in-product connector.
Key Benefits
What the Zoho CRM connector does
Contacts and Leads both ways
Pull a saved view into a Botcadence list for outreach, and push every conversation outcome back to Zoho.
Custom fields created for you
The connector can create the custom fields it writes, so qualification data has a home without admin work.
Calls logged as Zoho Calls
Answered and placed calls appear as Call records with summary, duration and recording link.
Matched before written
Lookup by email or phone prevents duplicate Leads when the same person chats twice.
How It Connects
How the Zoho CRM integration connects
Connect Zoho CRM
Sign in with Zoho from the Botcadence Integrations page to grant access to Contacts and Leads, saved views, custom fields, Calls and Notes.
Pick Contacts or Leads
Choose which module the agent writes to and which saved view to pull for lists.
Map the fields
Map score, budget, timeline, use case and summary to standard or custom Zoho fields; the connector creates missing custom fields.
Run one workflow
Start with inbound chat or one outbound list, review the first Calls and Notes in Zoho, then expand.
See a conversation land in Zoho CRM
Book a demo and we will connect a test Zoho CRM account, run one chat or call, and show the contact or lead it creates.
Use Cases
Workflows teams run with Zoho CRM
Lead qualification into Zoho
Website and WhatsApp chats create or update Leads with the qualification fields filled in.
Follow-up calling from a saved view
Pull a Zoho view of open Leads, run consented follow-up calls, and log each as a Zoho Call.
Owner notifications
When a hot lead is scored, the Zoho owner gets the Note and a Slack or email alert.
Data flow
What Botcadence writes to Zoho CRM
| Botcadence | Zoho CRM | When |
|---|---|---|
| Contact name, email, phone | Contact or Lead (matched or created) | First conversation |
| Lead score, budget, timeline, use case | Standard or custom fields (created if missing) | After qualification |
| Call summary, duration, recording link | Call record | After each call |
| Chat summary | Note | After each chat |
| Saved view | Botcadence contact list | On demand |
Plans
Plan availability
Native CRM connectors are available on every paid plan (Starter $29, Growth $79, Business $199 and Voice AI $249) and on Enterprise. The Free plan can connect Zapier and webhooks. See pricing.
Common Questions
Zoho CRM integration FAQ
No. Zoho CRM syncs Contacts and Leads and logs activity; Zoho Mail sends campaign and follow-up email. Both are in-product connectors.
Contacts and Leads, with Calls and Notes written on them. Deals and custom modules are not created by the connector today.
OAuth sign-in needs a Zoho user with access to the modules; creating custom fields needs field-creation permission on that user.
No. Zoho CRM sync is included on all paid plans and on Enterprise. Compare the plans by conversation volume on pricing.
Connect Botcadence to Zoho CRM
Start on the Free plan, connect Zoho CRM with OAuth sign-in, and run one workflow before you expand.