Zoho CRM

Dial Zoho CRM custom views of Leads and Contacts, post call notes, log Calls, and update Lead Status — in any Zoho data center.

Connect Zoho CRM to dial custom views of Leads or Contacts. This connection is separate from Dialpad's own Zoho integration, so notes can go to whichever Zoho org you choose.

What NitroDialer reads and writes

	In Zoho CRM
Campaign source	Custom views on Leads or Contacts. NitroDialer follows Zoho's page tokens, so views larger than 2,000 records sync completely.
Phone numbers used	Mobile and Phone (plus Other Phone on Contacts)
Shown to the agent	Name, company or account, email, city, state, Lead Source, Lead Status
After every call	A note on the record titled with the outcome
Optional	A record in the Calls module (outbound, completed, start time, duration, result) linked to the lead or contact
Status update	Lead Status (`Lead_Status`), from the outcome mapping below
Owner-only campaigns	The record Owner, matched to agents by email

When a lead leaves the view in Zoho (for example it's converted or its status changes), NitroDialer removes it from the campaign queue on the next sync. Campaigns re-sync every hour and whenever you select Sync now.

Connect

In NitroDialer, go to Settings → Integrations and choose Zoho CRM.
Sign in as an admin of the Zoho org that should receive call notes.
Approve access. NitroDialer detects your data center (zoho.com, zohocloud.ca, zoho.eu, zoho.in, zoho.com.au, zoho.jp, zoho.uk or zoho.sa) automatically.

NitroDialer requests these scopes: ZohoCRM.modules.ALL, ZohoCRM.settings.custom_views.READ, ZohoCRM.settings.fields.READ, ZohoCRM.users.READ, ZohoCRM.org.READ.

Recommended outcome mapping

Values follow Zoho's standard Lead Status picklist. Change them in Settings → Call outcomes if your org uses custom values — they must match exactly.

Outcome	Lead Status
Appointment set	`Pre-Qualified`
Interested — follow up, Call back later	`Contact in Future`
Not interested	`Not Qualified`
Do not call	`Junk Lead`
No answer, Left voicemail, Voicemail — no message	`Attempted to Contact`

Speed-to-lead from Zoho

A workflow rule on Leads (on create) that runs a Deluge function can push the new lead into a campaign instantly. See Speed-to-lead webhook.