Zoho CRM AI voice agent integration.
Call results where your team already works.
Kallix and Zoho CRM share
- Calls from workflow rules
- Lead status kept current
- Answers in your fields
- Callbacks become tasks
Connects through webhooks, REST API, Zapier or Make
What Kallix and Zoho CRM do together.
- Calls from workflow rules
- A Zoho CRM workflow rule, a Deluge function, or Zapier or Make passes each new lead to the Kallix API, with its details as variables.
- Lead status kept current
- Signed webhooks carry each call's outcome, such as booked, callback requested or not interested, so the lead in Zoho CRM shows where things stand.
- Answers in your fields
- Budget, location, course or any answer the agent captures can be written to standard or custom Zoho CRM fields.
- Callbacks become tasks
- When someone asks to be called later, create a task for the lead owner with the time they gave the agent.
Jobs it helps with.
- Qualify every enquiryCall new Zoho CRM leads in their own language, ask your questions and hand the keen ones to your team.Use case
- Book visits and consultationsAgree a slot on the call, confirm it on WhatsApp and record it against the lead.Use case
- Feedback after a saleCall customers after delivery or service, save the score and reason, and flag unhappy ones for a callback.Use case
Connect Zoho CRM. In 4 steps.
- 1
Build and test your agent
Create the agent in the studio, write the questions it should ask and run test calls from the browser.
- 2
Send leads to Kallix
Use a workflow rule, a Deluge function, Zapier or Make to pass new leads to the Kallix API. Uploading a CSV export to a campaign works too.
- 3
Add your webhook endpoint
Point Kallix's call webhooks at Zapier, Make or your server, and send a test event to check it arrives.
- 4
Write results to Zoho CRM
Map the outcome, captured fields and transcript to Zoho CRM fields and notes, then check a few live calls end to end.
Building something custom? Read about webhooks and the REST API.
Questions, answered.
More on the FAQ page, or write to us.
Through Kallix's signed webhooks and REST API. Zoho CRM workflow rules and Deluge functions can call the API, and Zapier or Make can do both directions without code.
Yes. Once the lead reaches Kallix it joins a campaign, which calls inside the IST windows you set and retries at the gaps you choose if nobody answers.
Yes. You choose where each captured answer is written in Zapier, Make or your code, so custom fields and modules work like the standard ones.
Set a primary and a secondary language for the agent. It speaks Hindi, English, Hinglish and more, and switches when the caller switches.
In India. Kallix is DPDP Act compliant, webhooks are signed so you can check where each one came from, and you choose how long recordings and transcripts are kept.
More in CRM.
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₹500 in free credits when you sign up. ₹4.80 a minute after that.