crm
Sockly + Zoho CRM
Full Zoho CRM integration for lead capture and pipeline management. Sockly logs calls, creates leads, and updates records automatically.
How It Works
- 1
Connect Sockly to your Zoho CRM account via OAuth (5 minutes)
- 2
Map call data to Zoho modules (Leads, Contacts, Deals, Accounts)
- 3
When calls arrive, Sockly searches Zoho for existing records
- 4
Creates new leads with source attribution and qualification notes
- 5
Logs call activities with transcripts and AI-generated summaries
- 6
Updates deal stages and assigns follow-up tasks automatically
Features
- Lead and contact creation with call context
- Call activity logging with recordings and transcripts
- Deal and opportunity pipeline updates
- Custom field mapping and data capture
- Workflow trigger integration
- Lead scoring and qualification automation
- Multi-currency and territory support
- Campaign and lead source tracking
Setup time: 5 minutes
Ready to connect Zoho CRM?
Start your free trial and set up this integration in minutes.
Start Free Trial