Zoho CRM integration
Contacts from Zoho CRM become call lists, results are written back through the flow
Kallina connects to your Zoho account through Zoho standard authorisation. From there you import the contacts the agent needs to call and, in the flow builder, read or write records in any module.
Supported Zoho data centres for connection
zoho.com
Global
zoho.eu
Europe
zoho.in
India
zoho.com.au
Australia
zoho.jp
Japan
From the Zoho account to the first call
Connecting
On the Zoho page in the Kallina panel, choose the data centre and authorise access with a Zoho user.
Import
The chosen contacts enter the Kallina contact list, with their names and numbers.
Calls
The agent calls them in a campaign, with retries for those who do not answer.
Back in Zoho
A flow from the builder can create or update the record in Zoho with the call result.
Available operations in flows
On any Zoho CRM module: leads, contacts, accounts, deals or custom modules.
Create
A new record, with fields filled in from the call.
Read
A record by identifier or several by criteria.
Update
Modifying existing fields, including via create-or-update.
Delete
Removing a record, when the flow explicitly requires it.
Frequently asked questions
Does the result of each call appear automatically in Zoho?
Not without configuration. Writing the result is done through a flow we build at launch, on your fields.
What access does Kallina require in Zoho?
Access to CRM modules and settings, so it can read the field structure and work with records. Authorisation can be revoked at any time from the Zoho account.
Does the agent look up the client in Zoho during the call?
Not through the Zoho integration. If you need that, the agent can call a webhook that performs the lookup.
Does it work with Zoho Bigin or other Zoho applications?
The integration works with the Zoho CRM API. Other Zoho applications are not covered.
Bring the module you use to the demo
We will show you the import and the flow that writes the result to your fields.