Zoho integration: how to set it up in Nimbata

Nimbata's Zoho integration automatically sends call data to Zoho CRM, so you can create or update contacts and track the marketing sources that drive phone leads.

Step 1. Connect your Zoho account

• Go to Integrations > Zoho and click Sign in with Zoho.
• In the pop-up, select the Zoho account you want to connect.
• A confirmation message will appear once connected.

Step 2. Select your trigger

• Either choose After Every Call to send all calls
• Or click Create Trigger in the trigger field to filter by specific criteria
• E.g. call outcome, tracking number.

Step 3. Configure what happens when a new caller reaches you

• Choose whether to create a Lead, Contact, Account, Task, or Call Activity.
• Then map the Nimbata fields (caller ID, UTM parameters, recording link, etc.) to the corresponding Zoho properties.

Step 4. Configure what happens when an existing contact calls

• Define what call information is sent when a caller already exists in Zoho.
• It's like logging a Call Activity with duration, tags, and a recording link against the existing record.

Step 5. Test and save

Click Send Test and Save to validate your configuration before going live.

🎉 Done! Each call that meets your trigger criteria will be automatically logged in Zoho CRM.

Detailed Guide: How to set up workflows

Updated on: 20/03/2026