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. When a caller is not in Zoho yet, Nimbata creates the modules you choose, such as a Lead. When the caller already exists, it updates the fields you map or logs the call against the record. A workflow decides which calls are sent.

Before you start

Permissions
Zoho, under Integrations, in your Nimbata role
  • A Zoho CRM account you can sign in to.
  • The Nimbata project whose calls you want to send: the integration is set up per project.

Connect Zoho

  1. 1Open the Zoho integration

    Go to Integrations and click Go to integration on the Zoho tile (1), or go straight to Integrations > Zoho.

    Integrations

    Zoho
    Create new contacts or update existing ones automatically when your phone rings.
    Open the Zoho tile (1).

  2. Connect your Zoho account

    • Click Connect.
    • In the pop-up, select the Zoho account you want to connect.
    • A confirmation message appears once connected.

Configure Zoho

Each setup, such as Zoho Settings 1, has two sections: Caller not found, what Nimbata creates when the caller is not in Zoho, and Caller found, what it sends when they are. Zoho calls its objects modules, so the button under each section reads Add module. To send different calls to Zoho in different ways, click Set up Zoho to add another setup; each workflow picks the setup it sends.

  1. 1Configure what happens when a new caller reaches you

    • In the Caller not found section, choose whether to create a Lead, Contact, Account, Task, or Call Activity.
    • Then map the Nimbata fields (caller ID, UTM parameters, recording link, and so on) to the corresponding Zoho properties.

    Caller not found

    Choose what to create when the caller is not already in Zoho.

    Create
    Leads✕
    Description
    nUTM Source✕nUTM Medium✕nUTM Campaign✕nGCLID✕✕
    First Name
    Nimbata✕✕
    Last Name
    Lead✕✕
    Lead Source
    nConfigured Tracking Source✕✕
    Phone
    nCaller ID✕✕
    Add moduleUse Default Config1
    Caller not found: a new Lead with its fields mapped. Use Default Config (1) fills in the recommended mapping.

    Tip

    Click Use Default Config at the bottom of the section to auto-populate the recommended field mapping.

  2. 1Configure what happens when an existing contact calls

    • In the Caller found section, answer the two matching questions first: which entity to enrich when the Caller ID is found in more than one module (1: Contact, Lead or All), and how to handle duplicates when it is found more than once in one module (2: Handle first, Handle all or Ignore all).
    • Then define what call information is sent when a caller already exists in Zoho.
    • For example, log a Call Activity with duration, tags, and a recording link against the existing record.

    Caller found

    Choose what to update when the caller already exists in Zoho.

    If a Caller ID is found in multiple objects, which entity should be enriched?

    ContactLeadAll
    1

    When the same Caller ID is found multiple times within the same object, how would you like our app to handle the call event?

    Handle firstHandle allIgnore all
    2
    Add moduleUse Default Config
    Choose the entity to enrich (1) and how to handle duplicates (2).

Test the integration

  1. Send a test event

    Click Send Test and Save to validate your configuration before going live. Fill in the test values, including a Caller ID, and click Send event: if the Caller ID is already in Zoho, Nimbata runs your Caller found actions, otherwise your Caller not found actions. Check Zoho for the record.

  2. Save the setup

    Click Save.

Send calls with a workflow

Which calls are sent is decided by a workflow with a Zoho action: a workflow that runs when a call ends, with no filter, sends every call, and its filters (for example call outcome or tracking number) narrow it down.

  1. Create a workflow

    Go to Workflows, click Create and choose From Scratch. Keep the Inbound Call trigger with Call Ends, and add any filters you need.

  2. 1Add the Zoho action

    Click the + plus sign, select Perform action, and choose Zoho under Integrations. Pick your setup under Select configuration (1), then click OK.

    Pick the Zoho setup to send (1), then click OK.

  3. 1Enable the workflow

    Click Enable (1).

    Zoho callsWorkflow is valid.
    Enable1
    Trigger Enrollment
    Inbound CallOutbound CallForm SubmissionSMS Received
    A customer calls your tracking number
    Fires whenCall StartsCall EndsUser Updates Property
    Action group1
    ZohoZoho Settings 1✕
    Add another action
    Finish
    The workflow sends every inbound call to Zoho when it ends. Click Enable (1).

Detailed guide: Create a workflow

Check it worked

The Zoho page now shows the workflow that uses the integration. Place a test call to one of your tracking numbers: once it ends, the record appears in Zoho CRM.

Zoho

sam@harborpine.example

Create new contacts or update existing ones automatically when your phone rings.

Used in 1 workflow

Events are sent when an inbound call ends.

Manage workflows+ Create
Zoho Settings 1Zoho calls
The page shows Used in 1 workflow, and the setup lists the workflow that sends it.

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

Troubleshooting

The Zoho tile says Disconnected

Nimbata has lost its connection to Zoho. Your Zoho settings are saved, but nothing is sent until you reconnect: open the integration and click Reconnect in the red Disconnected. banner.

Integrations

ZohoDisconnected
Create new contacts or update existing ones automatically when your phone rings.
A disconnected integration shows a red Disconnected badge on its tile.

Send Test and Save is greyed out

  • Connect Zoho first: the button stays off until the integration is connected.
  • Map at least one field under Caller not found or Caller found.
  • If the test answers “Please provide a valid caller id”, fill in the Caller ID box in the test panel.

Calls are not reaching Zoho

  • Check that a workflow with a Zoho action is enabled, and that its filters let the call through.
  • Check that the workflow’s Zoho action uses the setup you configured, under Select configuration.
  • Check that the Zoho tile does not say Disconnected.
  • Send a test from Send Test and Save to see the error Zoho returns.