Create Relatel dnd for new Zoho CRM contact
Zoho CRM + Relatel Integration
Zoho CRM + Relatel Integration
Integrate Relatel to Zoho CRM in one click, or tell Integrately AI how you want each lead handled. Log call records, create leads, update contact statuses, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Zoho CRM- Contact is updated in Zoho CRM
- Module entry is created/updated in Zoho CRM Instant
- Module entry is updated in Zoho CRM Instant
- Module entry is added in Zoho CRM Instant
- Lead is created in Zoho CRM
- Lead is updated in Zoho CRM
- User is created in Zoho CRM
Call is created in Relatel
2.
- Create or Update Lead in Zoho CRM
- Add attachment in Zoho CRM
- Create module entry in Zoho CRM
- Create or Update Module Entry in Zoho CRM
- Update module entry in Zoho CRM
- Search module entry in Zoho CRM
- Get module entry by Id in Zoho CRM
- Create or Update Contact in Zoho CRM
- Search contact in Zoho CRM
- Convert lead in Zoho CRM
- Search lead in Zoho CRM
- Add note to module entry in Zoho CRM
- Add tag in Zoho CRM
- Update do not disturb in Relatel
- Add employee in to group in Relatel
- Change outgoing number for calls in Relatel
- Remove employee from group in Relatel
Trusted by experts at...
Ready Workflows for Relatel + Zoho CRM Integration
Capture call logs, create CRM leads, update contact statuses, alert your sales team, and trigger follow-ups, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Relatel + Zoho CRM flow
Sync your core call data and CRM records with your wider calendar, marketing, and support stack. Pick a combination and activate it in one click.
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Google Calendar (6)
Google Calendar (6) +
Mailchimp (6)
Mailchimp (6) +
Slack (6)
Slack (6) +
HubSpot (6)
HubSpot (6) +
Calendly (6)
Calendly (6) +
Stripe (6)
Stripe (6) R
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When a call is created in Relatel, create a lead in Zoho CRM and schedule a follow-up event in Google Calendar
Relatel call records immediately generate Zoho CRM leads and block out Google Calendar slots for your team, removing manual scheduling delays.
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When a contact is created in Zoho CRM, update do not disturb in Relatel and add a check-in reminder in Google Calendar
New Zoho CRM contacts configure your Relatel status and schedule calendar reminders without manual data entry.
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When a lead is updated in Zoho CRM, update the scheduled event in Google Calendar and change outgoing number in Relatel
Lead status changes in Zoho CRM instantly update Google Calendar meetings and adjust Relatel outgoing numbers.
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When a call is created in Relatel, search contact in Zoho CRM and create a reminder meeting in Google Calendar
Relatel call events cross-reference Zoho CRM contacts and create calendar reminder events automatically.
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When a module entry is created in Zoho CRM, schedule a review meeting in Google Calendar and update do not disturb in Relatel
New Zoho CRM entries trigger calendar review meetings and configure Relatel availability instantly.
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When a call is created in Relatel, create module entry in Zoho CRM and add an all-day event in Google Calendar
Relatel calls generate Zoho CRM module entries and log calendar events for complete activity tracking.
Supported triggers and actions for Zoho CRM and Relatel
Mix and match to build the exact automation you need
Zoho CRM Triggers & Actions
Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
Try it → Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
Try it → Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
Try it → Relatel Triggers & Actions
What can you automate with Relatel + Zoho CRM?
Streamline your customer communications by automatically syncing call logs, managing leads, and updating CRM records without lifting a finger.
📞
Create CRM leads from phone calls automatically
Turn every incoming Relatel call into a new Zoho CRM lead the moment the conversation begins. Eliminate manual data entry and ensure every caller is logged.
📋
Capture every submitted caller field
Map all available caller details, phone numbers, and notes directly into your Zoho CRM database instead of copying them by hand.
🔔
Notify your sales team instantly
Alert your team the second a new call is logged in Relatel, ensuring fast response times for high-value prospects.
🔀
Route records based on caller criteria
Trigger different CRM actions or update employee groups depending on specific caller inputs and predefined business rules.
🔄
Keep CRM records up to date
Automatically update contact information, lead statuses, and module entries in Zoho CRM whenever call details change.
🔍
Search and update instead of creating duplicates
Check for existing contacts in Zoho CRM before creating new entries, keeping your database clean and organized.
⚡
Manage follow-up statuses and availability
Update do not disturb settings in Relatel and trigger follow-up tasks when lead stages change in Zoho CRM.
💬
Extend workflows to team collaboration tools
Connect your core Relatel and Zoho CRM flow with Slack to broadcast instant alerts and keep departments aligned.
And much more...
Who is Relatel + Zoho CRM integration for?
Sales teams, account managers, and support professionals use this integration to keep customer records updated and eliminate manual data entry after every phone call.
Sales managers and directors
Customer support leads
Account managers
High-volume sales reps
Operations coordinators
Administrative leads
📈
Sales managers and directors
You report on call volume and pipeline conversion metrics every week, but your tracking data only updates when someone manually logs phone interactions, so the numbers you review are always outdated — with this integration, every new call record populates your CRM instantly and your pipeline data stays current.
⚡
Customer support leads
You need to act fast when urgent client inquiries come in over the phone, but manual logging delays follow-up tasks by hours, leaving customers waiting — connecting these apps means every call instantly creates a CRM lead so your support team can respond without delay.
🤝
Account managers
You answer to clients who expect immediate follow-up after phone conversations, but scattered notes lead to missed action items and delayed updates — automating both apps means every call detail is saved directly to the client's CRM profile for complete visibility.
📊
High-volume sales reps
The volume of daily customer calls is too high for anyone to keep up by hand, resulting in incomplete contact histories and forgotten follow-ups — this integration means every phone interaction is logged automatically without manual data entry.
🔄
Operations coordinators
You own the customer onboarding process and depend on sales reps to hand over call notes before you can take the next step, causing friction and bottlenecks — connecting these apps means handover details transfer instantly the moment a call ends.
🗂️
Administrative leads
You need a reliable history of all customer communications but keep finding gaps in your database caused by forgotten manual entries — automating this workflow means every call and contact record is captured accurately from day one.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Zoho CRM + Relatel
Build and manage your Zoho CRM + Relatel automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Zoho CRM + Relatel with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Zoho CRM + Relatel Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Relatel to Zoho CRM?
You can connect Relatel to Zoho CRM in 1 click using ready workflows or ask Integrately AI to build the automation. It links seamlessly with tools like Slack, HubSpot, and Google Calendar.
Can I automatically create Zoho CRM leads from Relatel calls?
Can I connect Relatel, Zoho CRM, and Slack?
What is a good Zapier alternative for Relatel and Zoho CRM?
How does Relatel handle call data in this integration?
How does Zoho CRM manage incoming leads from Relatel?
Do I need coding skills to automate Relatel and Zoho CRM?
Is the Relatel and Zoho CRM integration free?
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