CallPal
CallPal for Zoho CRM
Dial your Zoho leads, contacts, accounts and deals — and your custom modules — from the browser, and let every call write itself back as a Zoho call.
- Leads, contacts, accounts and deals
- Your custom modules too
- Calls log as Zoho calls
What you can do with Zoho CRM and CallPal
Dial leads before they are contacts
Zoho keeps leads and contacts apart, and so does CallPal. Work a fresh lead list without it mixing with the customers you already have.
Calls land as Zoho calls
Each finished call becomes a record in Zoho’s own Calls module, on the lead, contact, account or deal you dialled — with the duration, outcome and a link to the recording — so it shows up in Zoho’s activity reports.
Custom modules come too
If you built a Properties or Vehicles module, it appears beside the standard ones when you choose what to import. Anything with a phone field is a calling list.
Wherever your Zoho account lives
Zoho runs separate data centres for the US, Europe, India, Australia and more. CallPal connects to the one your account is in.
| Name | Phone | Country | Status | Owner | ||
|---|---|---|---|---|---|---|
DWDana Whitfield | •••• 0142 | [email protected] | US | Qualified | Jordan Lee | |
MBMarcus Bell | •••• 0177 | [email protected] | UK | Follow-up | Jordan Lee | |
PNPriya Nair | •••• 0163 | [email protected] | US | New | Priya Nair | |
TATom Alvarez | •••• 0128 | [email protected] | US | Contacted | Marcus Bell |
The Zoho CRM objects CallPal supports
Zoho CRM’s core modules and every custom module your organization defines.
- Leads
- First and last name, phone and mobile, email, company, lead status, lead source and owner. The default calling list.
- Contacts
- Name, phone and mobile, email, account, title, department and owner, plus any contact field you choose.
- Accounts
- Account name, phone, website, industry and owner, for when the company line is the right number.
- Deals
- Deal name, amount, stage, closing date and the contact behind the deal with their number, so a stage becomes a calling list.
- Custom modules
- Every module your organization defines, with its own fields. One carrying a phone field is a calling list like any other.
A deal in Zoho carries no phone of its own. CallPal brings across the number of the contact linked to it, which is the person a rep would call about the deal.
Why call from Zoho CRM with CallPal
Zoho CRM sells its own telephony, priced on Zoho’s minutes. If your team already has a carrier, or wants one it chooses at rates it negotiated, CallPal is the difference: calls go out on your own SIP trunk, with your own caller ID, and the minutes are never ours to meter.
Everything else stays in Zoho. Leads, contacts, accounts and deals become calling lists; every call writes back as a record in Zoho’s own Calls module rather than a note; and your custom modules come across with their own fields instead of being squeezed into contacts.
The power dialer is the part Zoho does not have on its own. Pick a lead view or a deal stage, press start, and the next record is dialling the moment the last call ends — with the recording and outcome already on their way back to Zoho.
How to connect Zoho CRM
- Step 01
Connect your organization
Settings → Integrations → Zoho CRM, then Continue. Zoho signs you in at your own data centre and asks you to approve what CallPal is requesting — no token to create or paste.
- Step 02
Approve the access
Reading your modules — the standard four and your custom ones — is how the calling lists arrive. The one create CallPal asks for is on the Calls module, which is how each finished call is written back.
- Step 03
Pick what to import, then dial
Choose your modules and the fields worth keeping. Your records appear under their own tabs, ready for the power dialer to work end to end.
Ready to set it up? The full Zoho CRM setup guide, step by step with screenshots.
The Zoho CRM integration at a glance
- How you connect
- One click, approved in Zoho
- What imports
- Leads, Contacts, Accounts, Deals, and your custom modules
- Where calls appear
- As a record in Zoho’s Calls module, on the record you dialled
- How often it updates
- Every 30 minutes
- Getting back to Zoho
- One click from a contact opens its Zoho record
- Your own fields
- Any field, on any module, comes across with the record
- Built by
- CallPal · callpal.co
- Support
- [email protected] or the form at callpal.co/contact. A person replies within one business day.
What people ask about Zoho CRM
Do custom modules work?
Yes. Every module your organization defines is offered when you choose what to import, with its own fields, and calls log back to its records the same way they do for the standard modules.
Where will calls appear in Zoho?
In the Calls module, attached to the lead, contact, account or deal you dialled, with the duration, outcome and a link to the recording — so they count in Zoho’s own activity reports.
My Zoho account is in the EU. Does that matter?
No. Zoho runs separate data centres by region and CallPal connects to the one your account lives in, so the connection works the same whether you are on zoho.com, zoho.eu, zoho.in or another.
Other integrations
Calling, recording and reporting work the same way whichever of these you bring, and you can connect more than one.
Start calling from your CRM today.
Sign up, connect your phone provider, and make your first call. Your own CRM, your own data.
- Every feature, up to 5 people
- No card, nothing to cancel
- Your CRM, your phone provider
Or write to us at [email protected].