Learn how to use Zoho CRM with the campaign dialers, from contact list import and audience sync to campaign setup and call data export.
User Level:
Admin
Integrating Zoho CRM with the CloudTalk Dialer or Power Dialer helps sales and support teams work more efficiently by streamlining workflows and automating key processes. Instead of switching between platforms or manually tracking leads, the integration centralizes essential functions in one place. Teams can easily manage campaigns, access real-time customer information, and automate routine tasks, allowing them up to focus on meaningful conversations that drive business growth.
Through this set up, you can:
Call leads from a Zoho CRM Contacts or Leads list
Automatically update Zoho CRM call results based on call dispositions
Prerequisites
To use this setup, you must have:
an
AdminorSupervisorrole in CloudTalkan active Zoho CRM integration
One or more lead list in Zoho that are accessible to all users (no restricted access)
Importing Campaign Audience from a Zoho CRM
To set up a campaign with an audience imported from Zoho, follow these steps to connect your Zoho lists and sync contacts directly into the campaign.
Go to Dialer > Campaigns, click + Add Campaign, and configure the campaign according to your requirements.
In Basic Settings, for Contacts from your CRM setting, select CRM Contact List.
Select a Zoho list of Contacts or Leads by searching or scrolling through available list names.
The available options will reflect contact and lead lists from your Zoho CRM.
If needed, go to Disposition Settings, set up disposition buttons, and map them to the appropriate Zoho Call Results.
Select Create Campaign and Confirm to finalize changes.
Contacts from the selected list(s) in ZOHO will automatically be added as campaign contacts.
Your campaign is ready to go! 🚀 Learn how to start dialing using your preferred app in the Dialing Calls Through CloudTalk Dialer article.
How Zoho Lists Sync with CloudTalk Campaigns
The synchronization of contacts between Zoho and CloudTalk campaigns is automated and occurs once every 24 hours.
Once a day, CloudTalk imports contacts from the selected Zoho list into the campaign audience. During the same sync, it also reviews the current audience in CloudTalk and removes any contacts that no longer exist in the selected Zoho list.
💡 The sync occurs every 24 hours, starting from the exact time the campaign was created. So if the campaign was set up at 10:00 AM, the next sync will happen around 10:00 AM the following day.
Disposition Mapping to Zoho Call Results
Disposition Mapping to Zoho Call Results allows you to sync call dispositions from CloudTalk campaigns directly to the Call Result field in Zoho CRM, ensuring consistent tracking of call outcomes across both platforms.
To set up disposition mapping:
In CloudTalk Dialer > Campaigns, select or create a campaign.
Navigate to the Disposition Settings tab.
Use the Integration Mapping dropdown to match each disposition with a corresponding Zoho CRM Call Result.
Save the settings to enable automatic syncing of call outcomes.
Exporting Dialer Calls to Zoho
When calls go through a campaign, CloudTalk automatically exports the following data to Zoho CRM:
Mapped call dispositions linked to Zoho Call Results
Standard call details such as talk time, wrap-up time, associated contact, user, and deal
Conversation Intelligence data (if the add-on is enabled), to support data-driven follow-ups
Call metadata including duration, notes, and voice recording
💡 Pro tip: With Zoho’s workflow automation tools, teams can automate lead emails, add contacts to marketing sequences, and trigger next steps in the sales cycle - all based on call outcomes. For setup help, reach out to Zoho support.
If you need any further assistance please do not hesitate to reach out to our Support team, we are always happy to help!