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Set up your first integration
Quickly connect OpenPhone to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate OpenPhone with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Call Recording Completed" from OpenPhone.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects OpenPhone and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Select Phone NumbersRequired
Try ItTriggerInstant- Select Phone NumbersRequired
Try ItTriggerInstant- Select Phone NumbersRequired
Try ItTriggerInstant- FromRequired
- ToRequired
- MessageRequired
- Mark conversation as done
ActionWrite
- Select Phone NumbersRequired
Try ItTriggerInstant- Select Phone NumbersRequired
Try ItTriggerInstant- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
ActionWrite- New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerPolling
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Practical ways you can use OpenPhone and Zoho CRM
Log incoming OpenPhone calls in Zoho CRM.
When an incoming call is completed in OpenPhone, Zapier automatically logs the call details as a new entry in Zoho CRM. This saves time on manual data entry and ensures your CRM always has up-to-date communication records, useful for customer follow-ups and analytics.
Business Owner
Log outbound OpenPhone call metrics.
When an outgoing call is completed in OpenPhone, Zapier captures the data and creates a module entry in Zoho CRM to track call metrics. This streamlines call analytics, reduces manual tracking, and ensures data consistency across platforms.
ITGenerate leads from OpenPhone messages.
When a new message is received in OpenPhone, Zapier automatically creates or updates a lead in Zoho CRM. This ensures all customer inquiries are captured in your CRM for better lead management and faster response times.
Marketing & Marketing OpsLearn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about OpenPhone + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with OpenPhone and Zoho CRM
How do I set up the OpenPhone and Zoho CRM integration?
To integrate OpenPhone with Zoho CRM, you'll need to connect both accounts through our platform. Begin by authenticating OpenPhone and Zoho CRM. Then, choose triggers like 'New Call' in OpenPhone to create actions such as adding a note or updating a contact in Zoho CRM.
What triggers are available for OpenPhone in the integration?
We support a variety of triggers for OpenPhone, including 'New Call', 'Missed Call', 'New Voicemail', and 'New Message'. These triggers can automate different actions in Zoho CRM, such as updating contact information or creating deals.
Are there predefined templates for common workflows?
Yes, we offer several templates for common workflows between OpenPhone and Zoho CRM. These templates include actions like logging calls or creating tasks based on call activities directly within Zoho CRM.
What permissions are required to set up the integration?
To enable the integration, ensure you have admin rights on both your OpenPhone and Zoho CRM accounts. This ensures all necessary data can be accessed and shared between the two platforms securely.
Can specific contacts be excluded from triggering actions in Zoho CRM?
Currently, all incoming communications on OpenPhone will trigger designated actions in Zoho CRM once configured. To exclude specific contacts, you'll need to manually manage triggers or apply certain filters within your workflows.
How are new leads updated in Zoho CRM with this integration?
When a new call is received or placed via OpenPhone, it can automatically trigger an action to create a new lead or update an existing one in Zoho CRM with relevant details captured during the call.
Is it possible to track team performance using this integration?
Absolutely! By configuring triggers such as 'New Call' or 'Missed Call' on team numbers in OpenPhone, we can log these events into Zoho CRM as reports or dashboards for tracking performance metrics.
