Integrate Zoho CRM with Aircall

Send information between Zoho CRM and Aircall automatically, without writing any code, using Zoho Flow.

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Add new Zoho CRM contacts to Aircall


If you're using Aircall to handle customer calls, this flow can help collect their details from your CRM system automatically. Each time a new contact is created in Zoho CRM, a corresponding contact is created in Aircall.

How it works

1. A new contact is created in Zoho CRM.
2. Zoho Flow adds a corresponding contact in Aircall.
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Add new Zoho CRM contacts to Aircall

Zoho CRM + Aircall

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Supported triggers and actions

Integrate Zoho CRM and Aircall using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New note

Triggers when a new note is added

New user

Triggers when a new user is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Entry created or updated

Triggers when a record entry is created or updated

Updated deal

Triggers when an existing deal is updated

User created or updated

Triggers when the details of an existing user are created or updated

New lead

Triggers when a new lead is created

Updated module entry

Triggers when an entry is updated in the selected module

New contact

Triggers when a new contact is created

New module

Triggers when a new module is created

New missed call

Triggers when there is a new missed call

Tagged call

Triggers when a call is tagged

Call ended

Triggers when a call ends

Updated contact

Triggers when a contact is updated

New voicemail

Triggers when there is a new voicemail

New outbound call

Triggers when there is a new outbound call

Assigned call

Triggers when a call is assigned to someone

New contact

Triggers when a new contact is created

New inbound call

Triggers when there is a new inbound call

Commented call

Triggers when a call is commented on by someone

All Actions - Actions are the automated tasks

Add note

Adds a note to the selected module

Remove tags

Removes tags from the specified record

Add user

Adds a new user

Convert lead to contact

Converts a lead to a contact

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)

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Send email template

Sends an email to the specified users

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Send mail merge

Sends a mail merge with details of the selected record

Add tags

Adds tags to the specified record

Update module entry

Updates the specified module entry

Raise signal

Raises a signal to Zoho CRM

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

Fetch user

Fetches the details of an existing user by name or email address

Fetch account

Fetches an account by its name or unique ID

Clone module entry

Clones an existing module entry

Fetch event

Fetches an event by its title or unique ID

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 deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch inventory template

Fetches an inventory template using ID

Cancel call

Cancels a event

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

Create tag

Creates a new tag

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Update contact's phone number

Updates the phone number of an existing contact using its entry ID

Update contact's email address

Updates the email details of an existing contact using its entry ID

Fetch contact

Fetches the details of an existing contact by ID, phone number, or email address

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

What is Aircall?

Aircall provides a virtual call center that lets you decide when individual numbers can receive calls, use collaboration features to manage calls with a team, assign and comment on calls, and more.

Phone/SMS

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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First and the foremost benefit is that Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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Director, Perth Security Services

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Head of Operations, AAA Band Rentals

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