Zoho CRM

dialnote's Zoho CRM integration is currently in development. When it launches, you'll be able to connect your Zoho CRM account and automatically log calls, sync contacts, and keep your sales pipeline up to date—without manual data entry.

What to Expect#

The Zoho CRM integration will follow the same pattern as our HubSpot, Salesforce, and Pipedrive integrations. You'll connect it from Settings → Integrations with a one-click OAuth flow, just like the other CRMs. Here's what's planned:

Automatic call logging — When a call ends, dialnote will create an activity on the matching Zoho CRM contact record. You'll see call direction, duration, and outcome logged automatically. Like the other CRMs, this is one-way: calls attach to an existing Zoho contact matched by phone number, so a number with no match won't be logged.

Contact sync — Pull your Zoho CRM contacts into dialnote so your team has caller information before they pick up. Contacts sync on a schedule to stay current. dialnote won't push contact edits back to Zoho.

Recording sync — Optionally log call recordings with links back to dialnote for playback and AI-generated summaries.

Per-number control — Choose which phone numbers sync data to Zoho CRM. Keep personal or internal lines private while syncing customer-facing numbers.

Connect Zoho CRM Today with Webhooks#

You don't have to wait for the native integration. dialnote's webhook system can send call events to Zoho CRM right now.

Option 1: Use Zapier

1. Connect Zapier to dialnote with your dialnote API key
2. Create a Zap that triggers on a dialnote call event (call_log or call_recording)
3. Map the call data to Zoho CRM's "Create Call" or "Create Note" action
4. Turn it on—calls will start flowing to Zoho CRM

Option 2: Use custom webhooks

1. Go to Settings → Webhook Management and add a new webhook
2. Point it at a Zoho CRM automation endpoint or a middleware service
3. Pick which event to send (call.completed or call.recording.completed)
4. Use the test button to verify your setup

Both approaches give you call logging in Zoho CRM while the native integration is being built.

What's next#

• CRM Integrations Overview — How CRM sync works in dialnote
• Webhooks — Send call events to any endpoint
• Zapier Integration — Connect dialnote to 5,000+ apps
• Third-Party Integrations — Every way to connect dialnote