Zoho integration: How to set it up in Nimbata

Nimbata’s Zoho integration allows you to automatically send call data to Zoho CRM, helping you create or update contacts and track the marketing sources that drive phone leads. This guide covers how to connect Nimbata with Zoho to centralize call activity and improve attribution reporting.

To do so follow the steps described below:

How to set up your Zoho integration

Step 1. Navigate to Integrations > ZOHO. And click on the "Sign in with ZOHO" button.

A popup will appear, guiding you to link your ZOHO account with Nimbata. Select the desired account for connection and click the button to establish the connection.

That’s it! Your ZOHO account is now connected with Nimbata and you are now ready to configure the integration to log calls in ZOHO.

Step 2. Select your Trigger. You can choose the default one "After Every Call". In case you want to filter the calls that will be sent to your ZOHO account, click on the Trigger Field, and then from the drop-down list click on "Create Trigger".

Step 3. Configure what happens when a new lead calls you

The first step here is to configure what happens when a new lead picks up the phone and calls you. Nimbata allows you to create a new contact, a new lead, a new account, a task, and a new call activity. Here we will show you how to create a lead and log a call activity with the essential call information.

Explanation: First we choose to create a lead. To be able to easily identify this lead in ZOHO we choose to give it an identifier that the call came from a Nimbata phone number (first name = New Call from, last name = Nimbata). Under phone number, we set to automatically fetch the caller ID from the Nimbata log. In the lead properties we also choose to set the description to: Inbound Call from Nimbata so it's even easier to identify, and assign it to an owner and the email that will handle this lead.

Based on your ZOHO configuration you have the option to populate any contact property with any Nimbata value, ZOHO value or even free text. Simply choose the "Add New Row" section and the lead properties that are available to be populated will be available for you to choose.

Along with the lead we choose to create an Inbound Call Activity, under the lead. Here we are interested in the talk duration, and the start time. Ιn the description, include all the marketing information fetched from Nimbata, such as the utm_campaign and the link to the recording so you can listen to the call.

Nimbata also allows you to automatically populate this section with our suggestion. To do so, locate the “Use default config” button at the bottom of the section and click it. This will auto-populate your property with the following configuration.

Step 3. Configure what happens when an existing customer calls you

Next, we need to define what call information is sent to ZOHO when a lead that already exists on our CRM calls us.

Explanation. When an existing customer calls you we choose to create an inbound call activity and send the duration, tag, start time, and a link to the recording. Again, you are free to populate this with any additional fields that work best for you!

Step 4. View calls in ZOHO

Before you save your configuration you have the option to send a test event to ZOHO, making sure all the information is sent to the properties you set in the previous steps. You can experiment with various scenarios and when you are confident that each scenario passes the test you can click on Save to automate the process.

Below we show how you can view logged calls in ZOHO for each scenario we described above.

New Phone Lead

Nimbata will create a new contact with the First Name and Last Name we set (New Phone Lead from Nimbata) so it's easily distinguishable from the leads list in ZOHO.

In addition, Nimbata will log a call activity with the outcome of the call, the duration, and all the call information you selected in the previous steps in the body section.

The next steps here would be to listen to the call and update the lead with the information gathered in the call.

Call from existing customer

Now that John Doe is an existing customer if he calls again, Nimbata will apply the rules set when the caller ID exists in our CRM.

As such, the second call is logged as an activity after the previous call, including the link to the recording.

🎉 That's it! From now on, each incoming call that meets your trigger's criteria will seamlessly follow the process you just established, ensuring it is seamlessly forwarded to your ZOHO CRM.

Updated on: 16/02/2026