> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revdesk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho CRM

> Sync RevDesk with Zoho CRM to manage leads, log calls, and automate your sales process.

Connect RevDesk with Zoho CRM to automatically sync call data, deliver leads from Zoho workflows into jobs, and keep your CRM updated in real-time.

***

## What it does

* **Trigger AI calls from Zoho Flow.** Call leads within seconds of a form fill or workflow event.
* **Log every call to Zoho CRM.** Duration, outcome, transcript, and summary on the contact timeline.
* **Auto-sync contacts.** New callers added to Zoho, existing contacts updated with call outcomes.
* **Create deals for qualified leads.** When AI qualifies a lead above your threshold, a deal is created.
* **Use Zoho contacts in jobs.** Pull contacts directly for outbound AI calling.
* **Custom fields.** RevDesk updates qualification score, call summary, and last call date.

***

## Setup

<Steps>
  <Step title="Go to Integrations">Navigate to **Settings → Integrations → CRM**</Step>
  <Step title="Select Zoho CRM">Click "Connect Zoho CRM" and complete the setup wizard</Step>

  <Step title="Authorize access">
    Sign in to your Zoho account and grant permissions. The existing OAuth scopes (`ZohoCRM.modules.ALL`)
    cover all AI calling features.
  </Step>

  <Step title="Configure sync">
    Choose what to sync: call activity logging, custom contact fields, and auto-deal creation
  </Step>

  <Step title="Set up triggers (optional)">
    Connect Zoho Flow to trigger outbound AI calls from CRM events
  </Step>
</Steps>

***

## Trigger calls from Zoho Flow

Use Zoho Flow or CRM workflows to trigger instant AI calls when events happen in your CRM.

<Steps>
  <Step title="Create a Zoho lead source">
    In RevDesk, go to **Directory → Lead sources**, create a Zoho CRM / Flow source, and connect it to a Speed to Lead job.
  </Step>

  <Step title="Copy the webhook URL">
    Copy the webhook URL and secret from the source card.
  </Step>

  <Step title="Create a Zoho Flow">
    In Zoho Flow, create a new flow with your desired trigger (e.g., "New Lead in Zoho CRM").
  </Step>

  <Step title="Add a Webhooks action">
    Add a "Webhooks" action to the flow. Set the method to **POST** and paste the webhook URL.
  </Step>

  <Step title="Configure the payload">
    Set the JSON body with contact data:

    ```json theme={null}
    {
      "name": "{{First Name}} {{Last Name}}",
      "phone": "{{Phone}}",
      "email": "{{Email}}"
    }
    ```

    Add the `X-Automation-Signature` header with the HMAC-SHA256 of the request body using the webhook secret.
  </Step>
</Steps>

***

## Use Zoho contacts in jobs

Pull contacts from Zoho CRM into an outbound RevDesk job:

1. Create or open an outbound job
2. In the People step, click **Import from Zoho CRM**
3. Search and select the contacts you want to call
4. Selected contacts are imported to RevDesk and added to the job

Contacts are deduplicated by phone number. Existing contacts are linked to Zoho CRM rather than duplicated.

***

## What gets synced back

After each AI call, RevDesk syncs the following to Zoho CRM:

### Call Activity

Every call creates a Zoho CRM Call record with:

| Field       | Description                    |
| ----------- | ------------------------------ |
| Subject     | "AI Call: \{Contact Name}"     |
| Call Type   | Inbound or Outbound            |
| Duration    | Call length (hh:mm:ss)         |
| Start Time  | When the call started          |
| Description | AI-generated call summary      |
| Who         | Linked to the Zoho CRM contact |

### Custom Contact Fields

RevDesk creates and updates these custom fields on each contact:

| Field                         | Type     | Description                      |
| ----------------------------- | -------- | -------------------------------- |
| RevDesk\_Last\_AI\_Call\_Date | DateTime | When the last AI call occurred   |
| RevDesk\_Qualification\_Score | Integer  | Lead qualification score (0-100) |
| RevDesk\_Call\_Summary        | Text     | Summary of the last AI call      |
| RevDesk\_Total\_AI\_Calls     | Integer  | Running count of AI calls        |

### Deal Creation

When enabled and a lead scores above your threshold, RevDesk creates a Zoho CRM Deal with:

* **Deal Name**: "AI Qualified Lead: \{Contact Name}"
* **Stage**: Your configured stage (default: "Qualification")
* **Description**: AI call summary
* **Contact**: Linked to the Zoho CRM contact

***

## Use cases

* **Speed to Lead.** New web form submission triggers an AI call within seconds.
* **After-hours handling.** Missed call triggers an AI callback immediately.
* **Campaign outreach.** Import Zoho contacts into a campaign for bulk AI calling.
* **Lead qualification.** AI qualifies leads and pushes scored results back to Zoho CRM.
* **Re-engagement.** Contact field update in Zoho triggers a follow-up call.

***

## Data sync

| Module        | Direction      | When                        |
| ------------- | -------------- | --------------------------- |
| Contacts      | Both ways      | After each call / on import |
| Calls         | RevDesk → Zoho | After each call             |
| Deals         | RevDesk → Zoho | When lead is qualified      |
| Custom Fields | RevDesk → Zoho | After each call             |

***

## Requirements

* Zoho CRM account (any edition)
* API access enabled (included in most editions)
* Admin permissions for initial setup
* No additional cost from RevDesk

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Can't connect to Zoho">
    Make sure you have admin permissions and API access is enabled for your Zoho account. If you're using a
    data center outside the US, the integration handles multi-region automatically via `accountServer`.
  </Accordion>

  <Accordion title="Records not syncing">
    Check that the integration is still connected in Settings → Integrations. Zoho OAuth tokens expire after
    \~60 minutes and are refreshed automatically, but if the refresh token is revoked, you'll need to
    reconnect.
  </Accordion>

  <Accordion title="Custom fields not appearing">
    Run the field setup again from the integration settings. Custom fields require admin-level API permissions
    in Zoho CRM.
  </Accordion>

  <Accordion title="Rate limiting errors">
    Zoho CRM has API rate limits (typically 5000 requests/day for free plans). If you see rate limit errors in
    the sync logs, consider upgrading your Zoho plan or reducing sync frequency.
  </Accordion>

  <Accordion title="Duplicate contacts">
    RevDesk deduplicates contacts by phone number. If duplicates appear, check that phone numbers are
    formatted consistently (include country code).
  </Accordion>
</AccordionGroup>

***

<Card title="Connect Zoho CRM" icon="database" href="https://www.revdesk.com/settings/integrations">
  Set up the integration now
</Card>