Zoho CRM

Add your start-call tag to a lead in Zoho CRM, and during your team's call hours Callingly's AI Agent calls them right away, then gets them on the phone with a rep.

Connect with Callingly View Setup Guide

Your start-call tag is any Zoho tag you pick.

Zoho CRM
Callingly

Callingly Integrates with Zoho CRM

Map your Zoho lead fields, custom fields included, into Callingly.

What happens after you tag a lead.

  1. 1 A lead gets your start-call tag in Zoho CRM.
  2. 2 Callingly sends the lead to the team you chose for the integration, and the AI Agent calls and asks your qualifying questions. If they don't answer, it tries again on your followup sequence.
  3. 3 When the lead qualifies, the AI rings a rep, tells them who the lead is and what they said, and warm-transfers the call. If nobody is free, it books a callback.
  4. 4 When a rep takes the call, a link to its recording is added to the lead's notes in Zoho.

Try it FREE for 14 days.

Plans start at $100 a month after that.
Customer Service

Tag web form leads automatically.

Set up a Zoho automation that adds your start-call tag to every web form submission, and each new lead gets a call without anyone touching it. Without one, Callingly calls only the leads someone tags by hand.

Test it with one Zoho lead.

After you connect, tag a test lead that has a phone that isn't on your team, during call hours. Answer as the lead, and a rep takes the transfer.

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