IntegrationsZoho

Zoho

Bridge calls and conversions—sync Nimbata with Zoho to capture every lead and what brought them in.

Zoho Call Tracking-link your lead details with Zoho

Why Zoho + Nimbata?

Call outcomes-Tags- AI insights from Nimbata directly to Zoho

Seamless data sync. Effortlessly push call outcomes, tags, and AI insights into your custom Zoho fields — no manual updates, no shortcuts.

Conditional sync logic- Choose when to fire Zoho Integration with custom triggers

Flexible sync rules. Decide precisely when data flows into Zoho based on caller behavior, call duration, tags, or AI classification.

Copy Paste logic on Zoho sync settings- copy any project instantly

Scalable configuration management. Apply your Zoho sync settings across multiple projects instantly—no repetitive setup, just consistent automation.

Integration Capabilities
(that help you run faster)

Create contacts on Zoho automatically thanks to Nimbata's CRM automation

Automatic contact creation & updating

Instantly add new contacts or enhance existing records in Zoho with rich call data, source tracking, and AI-driven insights.

Ensure your CRM stays up-to-date, reliable, and ready for action after every call.

Complete marketing
attribution

Automatically capture who called, how they discovered you and what was discussed.

No guesswork. No manual effort. Just full-funnel visibility.

Push Attribution data such as GCLID, Click ID and Keyword from Nimbata to your CRM
AI call tracking - enrich your lead's data in Zoho with Nimbata's AI

AI-powered call classification in Zoho


Nimbata’s AI listens, analyzes, and automatically applies tags, lead scores, and revenue estimates based on call conversations.

Quickly spot high-value, sales-ready leads without lifting a finger.

Get Call Data in your Zoho Account
in no time – seriously!

Zoho CRM meets real-time call intelligence

Include CRM automation on your workflow builder-split paths and sync your apps effortlessly
Integration Architecture

Trigger Zoho actions based on the right calls.
Build workflows using 30+ real-time conditions—like call source, tags, and AI-detected intent—to decide exactly which calls should update your CRM, and when.
Forget one-size-fits-all logic.

Artificial Intelligence

Every call becomes a qualified Zoho contact.
Let AI summarize the conversation, capture key points, detect buying intent, and instantly assign lead value and tags — so your CRM mirrors real conversations, not guesswork.

Zoho Actions

Automate the right Zoho action, every time.
Define exactly how Nimbata should respond after each call — from adding new contacts to updating fields or logging call events. Fully tailored to fit your unique CRM workflows.

Call Tracking for Zoho CRM zoho logo

Get every caller as a Zoho Contact and every update as a activity

Zoho + Nimbata

Overview: Zoho is a customer relationship management (CRM) platform that helps businesses manage customer interactions, streamline sales processes, and improve marketing efforts. It offers features for contact management, sales automation, marketing automation, customer support, analytics, and customization.

Integration Overview: Nimbata + Zoho CRM integration, you are capturing in your CRM all your callers’ contact info but also the marketing channels that inspired them to call your business. Gather all your valuable data in one place, monitor your marketing performance, eliminate blind spots on customer journeys all the way across the sales funnel, and focus your marketing efforts to convert more prospects into customers with the same ad spend.

Use Cases
Things you can do when using Zoho with Nimbata include:

Keeping your CRM updated: Importing phone leads to Zoho allows you to create contacts when a phone call is placed from a first time caller that is not in your database or update an existing one enriching your lead data with additional info such as call duration, call source, UTM campaign, GCLID, call page, landing page and call recordings.

Lead Generation and Attribution: Call activity shines a light to uncovered offline interactions resulting in more accurate lead sources and first, middle, and last touchpoints that are actually vital for mapping the whole customer journey. By integrating Nimbata with Zoho, you can track which marketing campaigns or channels are generating phone calls. It enables accurate attribution of leads to specific marketing efforts, helping to identify the most effective strategies and optimize marketing budgets accordingly.

Improved Lead Management: With automation rules, you can easily assign value to each phone lead based on their behavior and then push this information back to Zoho resulting in a more enhanced lead scoring process. You can also, incorporate your phone lead data into your workflows for example follow-up tasks can be created based on call outcomes, or lead lifecycle can be updated based on call activity.

Lead Accuracy: Integration triggers let you send only the phone leads that really matter based on predefined criteria such as call duration>1 min to your Zoho avoiding distractions and misleading decision-making caused by blurry data at contact and company level.

Analytics and Reporting: Call data can be analyzed within Zoho to generate meaningful insights. You can use this data to identify trends, monitor call quality and customer satisfaction, measure marketing ROI, and make data-driven decisions to improve sales and customer service processes.

Their Goal: CRM Field Mapping & Enrichment based on real-time caller behavior

CRM field mapping- use cases and their flows

Their Flows:

Auto-create a Zoho contact for every first-time caller
Send UTM campaign data to Zoho for each new call
Log the call recording in Zoho’s activity timeline
Update “Lifecycle Stage” When Caller books an appointment
Update “Notes” Zoho with Nimbata’s AI summary

To get started:

  • Create your free Nimbata Account
  • Connect your Nimbata and Zoho CRM accounts
  • Configure which lead data and when should Nimbata send it to your Zoho account

If you need help setting up Nimbata for Zoho CRM, make sure to check out this help article or you can request a demo to help you with setting up the integration.

Nimbata + Zoho Integration FAQs

What call data can I send to Zoho?

You can sync caller ID, call duration, call recordings, source data (e.g. UTM, keyword, landing page), and AI-generated fields like Call Rating, Intent Tags, and Caller Outcome mapped to any Zoho property.

Will I lose valuable call data or campaign insights when syncing with Zoho?

No — Nimbata supports rich metadata syncing, including campaign IDs, source tracking, call outcomes, and AI-generated fields like lead score and intent. Say goodbye to basic phone-match limitations and hello to full attribution clarity.

How do I enable call tracking for Zoho with Nimbata?

Simply connect your Nimbata account to Zoho, choose your triggers and field mappings, and calls will begin syncing instantly. No dev work needed — setup takes just a few minutes.

Why should I use Nimbata for Zoho call tracking?

Because it lets you:

✔ Capture 100% of your leads, including phone calls
✔ Track every call back to its source
✔ Sync calls into Zoho with full context
✔ Automate lead management with workflows
✔ Improve attribution and prove ROI across channels

Can I trust automated workflows to work consistently in Zoho?

Absolutely. Nimbata gives you full control with 30+ real-time conditions and AI triggers—designed to work seamlessly with Zoho’s automation rules. Avoid misfires and ensure only qualified calls trigger CRM updates.

Does Nimbata work with multiple Zoho modules or pipelines?

Yes. You can configure Nimbata to sync data across various modules, projects, or pipelines within Zoho—perfect for multi-brand or multi-location businesses.

What happens if a call comes from an existing lead?

Nimbata will match the call to the existing contact using caller ID, and enrich the record with the latest call activity including updated fields or AI insights.

Can I trigger Zoho workflows with call events?

Absolutely. Any call synced to Zoho can trigger workflows based on contact properties, lifecycle stage changes, call tags, or custom logic.

Is it hard to set up the Zoho integration?

Not at all. With Nimbata, integration is fast and intuitive—no complex coding or workaround needed. Our guided setup, flexible configuration, and expert support make connecting to Zoho effortless, even for first-time users. Most users connect Zoho and start syncing data in under 10 minutes.

Can I push data to multiple Zoho objects (e.g. contacts, companies and deals)?

Yes. Nimbata allows multi-object configuration. You can create or update contacts, companies, deals, and timeline events from a single call.

Which Nimbata plan supports the Zoho integration?

The Zoho integration is available on the Marketing and Agency plans. Check our Pricing Plans to see what else is included under Marketing & Agency Plans.

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