Zoho CRM + Plivo Integration

Integrate Plivo to Zoho CRM in one click, or tell Integrately AI how you want each lead handled. Capture new text messages, update your CRM records, alert your sales team, and trigger automated follow-ups instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • Plivo
    SMS is received in Plivo
  • Plivo
    Call is completed in Plivo
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2.
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM
  • Plivo
    Send SMS in Plivo
  • Plivo
    Make a call and play audio in Plivo
  • Plivo
    Make a call and speak text in Plivo
  • Plivo
    Send MMS in Plivo
  • Plivo
    Search number in Plivo
  • Plivo
    Get message by ID in Plivo

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Ready Workflows Ready Workflows for Plivo + Zoho CRM Integration

Capture incoming text messages, create leads in Zoho CRM, update contact records, alert your sales team, and send instant follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Zoho CRM + Plivo Integration

Send Plivo message for new Zoho CRM contact

Anytime a new contact is added to your Zoho CRM, automatically send them a message through Plivo letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Zoho CRM - Plivo integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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  • 1of2
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Plivo + Zoho CRM flow

Log conversations in spreadsheets, schedule follow-up meetings, sync deal pipelines, and notify team channels as soon as interactions happen. Pick a combination and activate it in one click.

Zoho CRM
Plivo
+
Google SheetsGoogle Sheets (5)
+
CalendlyCalendly (3)
+
HubspotHubspot (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
StripeStripe (3)
P
G
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Log every Plivo SMS in Google Sheets and create a lead in Zoho CRM
Incoming text messages appear in your Google Sheets logs and create a new lead in Zoho CRM instantly, so sales teams never miss a customer inquiry.
P
G
Z
Log completed Plivo calls in Google Sheets and update Zoho CRM contacts
Every finished Plivo call updates your Google Sheets activity log and refreshes Zoho CRM contact records automatically.
Z
G
P
When a Zoho CRM lead is created, log it in Google Sheets and send an SMS via Plivo
New Zoho CRM leads are recorded in Google Sheets and instantly greeted with an automated text message sent through Plivo.
P
G
Z
Use ChatGPT to summarise incoming Plivo SMS messages, log them in Google Sheets, and update Zoho CRM
ChatGPT extracts key points from every Plivo text, storing structured summaries in Google Sheets and updating Zoho CRM records.
P
G
Z
S
Log Plivo calls in Google Sheets, update Zoho CRM leads, and notify your Slack team
Completed calls update Google Sheets and Zoho CRM while posting instant activity alerts directly to your Slack channel.

Supported triggers and actions for Zoho CRM and Plivo

Mix and match to build the exact automation you need

Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create or Update Lead in Zoho CRM
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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Plivo
Plivo Triggers & Actions
SMS is received in Plivo
Triggers the automation when a new SMS is received
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Call is completed in Plivo
Triggers the automation when a call is completed
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Send SMS in Plivo
Sends a text message to particular recipients
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Make a call and play audio in Plivo
Make a call and play a pre-recorded audio message
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Make a call and speak text in Plivo
Initiates a phone call and speak out the particular text to the recipient
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Send MMS in Plivo
Sends multimedia messages to designated recipients
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Search number in Plivo
Searches for a number
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Get message by ID in Plivo
Retrieves a message using its id
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What can you automate with Plivo + Zoho CRM?

Streamline your communication workflows by connecting voice and text channels directly to your contact management system.

What you can automate?
💬
Sync incoming texts to CRM leads
Every text message received in Plivo automatically creates a new lead or contact inside Zoho CRM the moment it arrives.
📞
Log completed calls as CRM activities
Record call durations and completion events directly into matching Zoho CRM contact profiles without manual note-taking.
🚀
Send automated SMS alerts on lead creation
Trigger instant welcome text messages through Plivo whenever a new lead or contact is added in Zoho CRM.
🔀
Route communications based on lead fields
Direct specific text messages or follow-up actions depending on custom field data submitted in your CRM records.
🔄
Keep contact records updated across platforms
Ensure phone numbers and profile details stay synchronized between Plivo communication logs and Zoho CRM databases.
🔍
Prevent duplicates with smart search and update
Search existing database entries before creating new records to keep your Zoho CRM database clean and organized.
📊
Manage follow-up stages after call completion
Update pipeline stages or trigger downstream automation workflows the moment a phone call concludes in Plivo.
🌐
Extend workflows with external business apps
Connect your Plivo and Zoho CRM flow to Google Sheets, Slack, or Gmail for comprehensive cross-team visibility.
And much more...

Who is Plivo + Zoho CRM integration for?

Teams managing inbound customer calls and text messages who need to keep their CRM records updated without manual data entry.

Sales managers and directors
Sales managers and directors
Customer support leads
Customer support leads
Account executives
Account executives
High volume sales teams
High volume sales teams
Inside sales reps
Inside sales reps
Operations managers
Operations managers
📈
Sales managers and directors
You're overseeing inbound communication pipelines but your reporting dashboard only updates when someone manually exports text logs, so conversion metrics are always hours behind — automating both apps means every incoming interaction updates your records instantly and your pipeline stays current.
Customer support leads
You need to respond to urgent customer texts immediately, but missed alerts leave clients waiting hours for a reply — connecting these apps means inbound messages create CRM tickets and notify your team the moment they arrive.
📋
Account executives
You answer to clients who expect immediate follow-ups after phone conversations, but logging call notes manually causes frustrating delays — automating both apps means every completed call updates your CRM profile instantly so progress is always visible.
🔄
High volume sales teams
The volume of inbound customer texts and calls is too high for anyone to keep up by hand, leading to lost leads and messy contact lists — integrating these apps means every message is captured and organized without manual sorting.
👥
Inside sales reps
You own the outreach step and depend on inbound phone logs to hand off warm prospects, but missing notifications stall your workflow — with this integration, every completed call instantly triggers your next follow-up task.
🗂️
Operations managers
You need a reliable history of all customer interactions, but manual entry leaves recurring gaps in your CRM audit trail — automating both apps means every text and call is logged accurately every single time.
Our team

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Why choose Integrately to automate Zoho CRM + Plivo

Build and manage your Zoho CRM + Plivo automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zoho CRM + Plivo with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Plivo to Zoho CRM?
Frequently Asked Questions
You can connect Plivo to Zoho CRM instantly using 1-click ready workflows on Integrately or by asking Integrately AI to build your automation. It links Plivo, Zoho CRM, and apps like Google Sheets, Slack, and Gmail in minutes.
Can I automatically create Zoho CRM leads when an SMS is received in Plivo?
Frequently Asked Questions
Can I connect Plivo, Zoho CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Plivo and Zoho CRM?
Frequently Asked Questions
How does Plivo data sync with Zoho CRM?
Frequently Asked Questions
Can Zoho CRM trigger actions in Plivo?
Frequently Asked Questions
Do I need coding skills to automate Plivo and Zoho CRM?
Frequently Asked Questions
Is the Plivo and Zoho CRM integration free?
Frequently Asked Questions
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