> ## Documentation Index
> Fetch the complete documentation index at: https://help.cloudtalk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Using Zoho CRM with Campaign Dialers

> Set up campaigns, sync data, and export calls by integrating Zoho CRM with the campaign dialers.

> [!NOTE]
>
> 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](/en/articles/11550309-using-campaigns-with-cloudtalk-dialer-legacy)** 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 `Admin` or `Supervisor` role in CloudTalk

* an active [Zoho CRM integration](/en/articles/3490662-configure-zoho)

* One or more [lead list in Zoho](https://help.zoho.com/portal/en/kb/zoho-landingpage/reports/articles/lead-list-6-6-2024) 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.

1. Go to **Dialer > Campaigns**, click **+ Add Campaign**, and [configure the campaign](/en/articles/8428838-setting-up-campaigns-legacy-dialer) according to your requirements.

2. In **Basic Settings**, for Contacts from your CRM setting, select **CRM Contact List**.

   1. Select a Zoho list of **Contacts or Leads** by searching or scrolling through available list names.

   2. The available options will reflect contact and lead lists from your Zoho CRM.

      ![](https://mintcdn.com/cloudtalk/g8s2E4Yk8cWS5656/images/help-center/articles/11503460/8da380abb62e-screenshot-2025-03-20-at-15-50-57.png?fit=max\&auto=format\&n=g8s2E4Yk8cWS5656\&q=85\&s=669039a337e434d2dc757ff77d590568)

3. If needed, go to **Disposition Settings**, set up disposition buttons, and [map them to the appropriate Zoho Call Results.](#h_a33c2d7eb7)

4. Select **Create Campaign** and **Confirm** to finalize changes.

   1. Contacts from the selected list(s) in ZOHO will automatically be added as campaign contacts.

> [!WARNING]
>
> Only records that have **at least one phone number** are added to the campaign. Contacts or leads in your Zoho list without a phone number can't be dialed, so they aren't added or counted in the campaign's total contacts. This is why your campaign may show fewer contacts than your Zoho list. To include them, add a phone number to those records in Zoho (or in CloudTalk) and they'll be picked up on the next daily sync.

Your campaign is ready to go! 🚀 Learn how to start dialing using your preferred app in the [Using Campaigns with CloudTalk Dialer](/en/articles/11550309-using-campaigns-with-cloudtalk-dialer-legacy) 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.

> [!NOTE]
>
> 💡 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

> [!WARNING]
>
> ⚠️ **Important:** Disposition mapping currently works **only** with the **CloudTalk Dialer**. If you are using the **Power Dialer**, integration mappings like custom activity types or call outcome exports are **not supported** at this time.

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:

1. In **CloudTalk Dialer > Campaigns**, select or create a campaign.

2. Navigate to the **Disposition Settings** tab.

3. Use the **Integration Mapping** dropdown to match each disposition with a corresponding Zoho CRM Call Result.

   ![](https://mintcdn.com/cloudtalk/g8s2E4Yk8cWS5656/images/help-center/articles/11503460/7a9df5b66957-zohodispositions.png?fit=max\&auto=format\&n=g8s2E4Yk8cWS5656\&q=85\&s=ddbddbdb1de30b01affa829f6cc187cd)

4. Save the settings to enable automatic syncing of call outcomes.

> [!TIP]
>
> **`Call_Result`** **configured as a text field**
>
> If your Zoho account has `Call_Result` configured as a text field rather than a picklist, disposition export still works but differently.
>
> The **Integration Mapping** dropdown will show no options, and no mapping is needed. CloudTalk exports the disposition name (call tag name) directly to the `Call_Result` field in Zoho, exactly as it appears in CloudTalk.
>
> This is common in older Zoho accounts where the Calls module was customized.

***

## 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

![](https://mintcdn.com/cloudtalk/g8s2E4Yk8cWS5656/images/help-center/articles/11503460/821d600d0184-screenshot-2025-02-19-at-12-53-32.png?fit=max\&auto=format\&n=g8s2E4Yk8cWS5656\&q=85\&s=4ef2c81180f0bb9281a37be7f2f53990)

> [!WARNING]
>
> 💡 **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.

***

*Need help or have a question?* Just reach out through our [Support portal](https://support.cloudtalk.io/hc/en-us/requests/new?ticket_form_id=26305535257884) — we’re here for you.


## Related topics

- [Using Pipedrive with Campaign Dialers](/en/articles/11508138-using-pipedrive-with-campaign-dialers.md)
- [Using Salesforce with Campaign Dialers](/en/articles/using-salesforce-with-campaign-dialers.md)
- [Using HubSpot with Campaign Dialers](/en/articles/9562215-using-hubspot-with-campaign-dialers.md)


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