Integrate Zoho CRM with Calley
Send information between Zoho CRM and Calley automatically, without writing any code, using Zoho Flow.
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Set up a new contact in Calley when a contact is created in Zoho CRM
Keep your automatic call dialer's contact information updated for smooth and efficient customer interactions. This flow will add a new contact in Calley for every new contact created in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow adds a new contact or updates the details of an existing contact in Calley.
Set up a new contact in Calley when a contact is created in Zoho CRM
Zoho CRM + Calley
Generate a new contact in Calley each time a new contact is created in Zoho CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in Calley each time a new contact is created in Zoho CRM.
How it works
- The flow triggers when a new contact is created in Zoho CRM.
- Zoho Flow adds a new contact or updates the details of an existing contact in Calley.
Generate a new contact in Calley each time a new contact is created in Zoho CRM
Zoho CRM + Calley
Build your own integrations between Zoho CRM and Calley
Connect Zoho CRM and Calley with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho CRM and Calley using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry created or updated
Triggers when a record entry is created or updated
User created or updated
Triggers when the details of an existing user are created or updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
New user
Triggers when a new user is created
New module
Triggers when a new module is created
New contact
Triggers when a new contact is created
New lead
Triggers when a new lead is created
Updated deal
Triggers when an existing deal is updated
New note
Triggers when a new note is added
Updated module entry
Triggers when an entry is updated in the selected module
All Actions - Actions are the automated tasks
Send email template
Sends an email to the specified users
Send mail merge
Sends a mail merge with details of the selected record
Update related module entry
Relates an entry in this module with an entry in another module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Draft email template
Drafts an email based on the selected template
Update module entry
Updates the specified module entry
Convert lead to contact
Converts a lead to a contact
Remove tags
Removes tags from the specified record
Raise signal
Raises a signal to Zoho CRM
Add user
Adds a new user
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Add tags
Adds tags to the specified record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add note
Adds a note to the selected module
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Update user
Updates the details of an existing user based on user ID
Clone module entry
Clones an existing module entry
Fetch inventory template
Fetches an inventory template using ID
Fetch event
Fetches an event by its title or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch lead
Fetches a lead by email address or unique ID
Fetch email template
Fetches an email template by name
Fetch contact
Fetches a contact by email address, unique ID, or name
Fetch account
Fetches an account by its name or unique ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch module entry
Fetches a module entry by the specified values
Fetch product
Fetches a product by its name or unique ID
Add or update contact
Adds a new contact or updates the details of an existing contact
What is Zoho CRM?
What is Calley?
Calley is a cloud-based automatic call dialer application that enables businesses and individuals to auto-dial leads and prospects.
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Technical Engineer, Master Liveaboards
