Zoho

Overview

Connect your voice agent with Zoho CRM to sync leads, contacts, accounts, and deals in real time. The integration allows your agent to create and update CRM records automatically from calls, log notes, and tasks, and keep sales pipelines aligned with live customer interactions. This reduces manual data entry, improves CRM accuracy, and ensures every voice interaction feeds directly into your revenue workflows.

How it works

This video shows how a Voice AI agent built on Telnyx voice automates lead creation in Zoho CRM. During the conversation, the agent captures contact details in real time, writes data into Zoho through tool calls, and confirms the new lead directly in the CRM interface.

Capabilities

The Zoho integration supports the following operations across core CRM objects:

Leads

create_lead

get_lead

update_lead

list_lead

Contacts

create_contact

get_contact

update_contact

list_contact

Deals

create_deal

get_deal

update_deal

list_deal

Accounts

create_account

get_account

update_account

Notes

create_note

get_note

list_note

Tasks

create_task

get_task

update_task

Start building

About Zoho

Zoho is a comprehensive suite of cloud-based business software covering CRM, help desk, finance, HR, project management, and more. With over 75 million users, Zoho's integrated platform helps small and mid-size businesses run their entire operation - from sales and marketing to support and accounting - on a single ecosystem.

What moves between the agent and Zoho

A Telnyx voice AI agent can read, create, update, and search across Zoho CRM modules - contacts, accounts, deals, leads, and tasks - during a phone call. When a caller identifies themselves, the agent can look up their contact record, pull deal details, and review open tasks to provide context-aware responses.

The agent can create new leads or contacts from inbound calls, update deal stages as conversations progress, and log calls as activities against the right records. It can also search across modules by name, email, or phone number to match callers to existing records.

For Zoho Desk integration, the agent can create and update support tickets, read ticket threads, and provide status updates. It can search the knowledge base for solutions and escalate tickets to the appropriate agent when needed - keeping the CRM and help desk synchronized with every interaction.

COMPOSITION

Pick the job. The primitives light up.

Four Zoho assistants. Pick one and the blocks it runs on light up, and the create call attaches Zoho in the same request, the meter prices it. Or click any single block: every primitive sells alone.

CHOOSE BY USE CASE OR PRODUCT

CommsSIP Trunking
CommsGlobal numbers
AIVoice AI Agents
AIText-to-Speech
AISpeech-to-Text
IdentityNumber Lookup API
EdgeInference

RESULTS

cURL

# crm lead capture — create the agent# tools attach in the same requestcurl -X POST https://api.telnyx.com/v2/ai/assistants \  -H "Authorization: Bearer $TELNYX_API_KEY" \  -H "Content-Type: application/json" \  -d '{    "name": "zoho-lead-capture",    "model": "meta-llama/Meta-Llama-3.1-8B-Instruct",    "instructions": "Answer the call, ask the caller for their name, company, and contact details, look up the phone number, and create a new lead in Zoho CRM.",    "integrations": [      { "integration_id": "zoho" }    ]  }'# 7 primitives · 1 vendor · 1 bill# 1 tool · GET /v2/ai/integrations

CRM Lead Capture

Primitives composed: 7 of 50
Tools attached: 1
Est. latency budget: ~460 ms
Est. unit cost (all-in): $0.05/min
Vendors required: 1

SELECT USE CASE

OR SELECT PRODUCT

RESULTS

cURL

# crm lead capture — create the agent# tools attach in the same requestcurl -X POST https://api.telnyx.com/v2/ai/assistants \  -H "Authorization: Bearer $TELNYX_API_KEY" \  -H "Content-Type: application/json" \  -d '{    "name": "zoho-lead-capture",    "model": "meta-llama/Meta-Llama-3.1-8B-Instruct",    "instructions": "Answer the call, ask the caller for their name, company, and contact details, look up the phone number, and create a new lead in Zoho CRM.",    "integrations": [      { "integration_id": "zoho" }    ]  }'# 7 primitives · 1 vendor · 1 bill# 1 tool · GET /v2/ai/integrations

CRM Lead Capture

Primitives composed: 7 of 50
Tools attached: 1
Est. latency budget: ~460 ms
Est. unit cost (all-in): $0.05/min
Vendors required: 1

RESULTS

cURL

# crm lead capture — create the agent# tools attach in the same requestcurl -X POST https://api.telnyx.com/v2/ai/assistants \  -H "Authorization: Bearer $TELNYX_API_KEY" \  -H "Content-Type: application/json" \  -d '{    "name": "zoho-lead-capture",    "model": "meta-llama/Meta-Llama-3.1-8B-Instruct",    "instructions": "Answer the call, ask the caller for their name, company, and contact details, look up the phone number, and create a new lead in Zoho CRM.",    "integrations": [      { "integration_id": "zoho" }    ]  }'# 7 primitives · 1 vendor · 1 bill# 1 tool · GET /v2/ai/integrations

CRM Lead Capture

Primitives composed: 7 of 50
Tools attached: 1
Est. latency budget: ~460 ms
Est. unit cost (all-in): $0.05/min
Vendors required: 1

One request. Tools attached. You pay the minute, not the connector.

THE TELNYX PLATFORM

Powered by the Telnyx platform

Every Telnyx integration runs on the same infrastructure: voice AI agents for conversation, inference for reasoning, SIP trunking for transport, STT and TTS for understanding and speech, and phone numbers for provisioning.

Voice AI Agents

Handle inbound calls and interact with Zoho - creating leads, updating deals, and logging activities in Zoho CRM during natural conversations.

Learn more

Inference

Reason over CRM context so the agent can determine whether a caller is an existing contact or a new lead, and route accordingly.

Learn more

SIP Trunking

Carry every Zoho-connected call over Telnyx SIP trunks with carrier-grade reliability and global reach.

Learn more

Speech-to-Text

Transcribe calls in real time so the agent can capture accurate lead details and call notes for Zoho CRM records.

Learn more

Text-to-Speech

Read back deal statuses, ticket updates, and appointment confirmations from Zoho in a clear, natural voice.

Learn more

Phone Numbers

Provision local and toll-free business numbers in minutes, with instant activation in any region.

Learn more

Ready to build with Telnyx?

Start building Talk to sales

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Book meetings and manage availability through natural conversation.
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Confluence
Find and surface internal knowledge instantly through voice.
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Figma
Access design files and project context through voice.
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Github
Manage issues, pull requests, and code tasks hands-free through voice.
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Gong
Bring conversation insights into every voice interaction.
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Greenhouse
Optimize recruiting with voice-driven updates, scheduling, and candidate workflows.
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Zoho

Overview

How it works

Capabilities

About Zoho

What moves between the agent and Zoho

Powered by the Telnyx platform

Voice AI Agents

Inference

SIP Trunking

Speech-to-Text

Text-to-Speech

Phone Numbers

Ready to build with Telnyx?

MORE INTEGRATIONS

Airtable

Asana

Calendly

Confluence

Figma

Github

Gong

Greenhouse

Ask AI