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Vapi
Zoho CRM

Connect Vapi and Zoho CRM integrations

Explore ready-made Vapi and Zoho CRM templates and start automating in minutes.

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Create a custom workflow

Transform every voice interaction in Vapi into instant, automated updates in Zoho CRM through Make—eliminating manual data entry while automatically logging call transcripts, creating leads, and enriching your sales pipeline with valuable conversation insights. Keep your customer data current and comprehensive without lifting a finger, as voice conversations flow into actionable CRM records.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Vapi
Trigger: Watch End of Call Report
Zoho CRM
Action: Select an action
1. Select a trigger

  • Listens to end of call report from Vapi call via this webhook.

  • Listens to function call from Vapi. Creates the Tool definition in Vapi during setup.

2. Select an action

  • Adds an existing or a new tag to a record.

  • Adds a new user.

  • Create a new tag.

  • Creates a new object.

  • Deletes a related record.

  • Deletes an existing tag.

  • Deletes an existing user.

  • Deletes an existing object by its ID and object.

  • Downloads an attachment of an object.

  • Returns info about an object.

  • Performs an arbitrary authorized API call.

  • Removes a tag from existing record.

  • Updates a related record.

  • Updates an existing tag.

  • Updates an existing object.

  • Uploads a new photo.

  • Uploads an attachment to a record.

  • Upserts a lead.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

When a voice interaction occurs in Zoho CRM, it triggers an automated workflow in Make that performs actions in Vapi. Zoho CRM functions as the trigger by capturing voice conversations, call completions, or specific conversation events, which then automatically initiate updates to your Vapi system. These triggers enable Vapi actions such as logging call transcripts directly into contact records, creating new leads from voice conversations, updating existing customer information, and enriching your sales pipeline with conversation insights. This integration ensures that every voice interaction captured by Zoho CRM automatically flows into Vapi, eliminating manual data entry and keeping your customer relationship data current and comprehensive.

Add a Tag to a Record
Adds an existing or a new tag to a record.
Action
Add a User
Adds a new user.
Action
Client Message
Sends a client-generated event or object to the VAPI platform. Commonly used for live updates or user actions.
Action
Create a Tag
Create a new tag.
Action
Create an Object
Creates a new object.
Action
Create an Outbound Phone Call
Creates an outbound phone call to Twilio or Vonage number added on your dashboard.
Action
Create Assistant
Creates a new voice assistant with a specified configuration (name, voice, model, etc.).
Action
Create Call
Starts a new call session using an assistant or a squad. Often used to simulate or initiate interactions.
Action
Create Squad
Creates a group of assistants (a squad) where the first available assistant responds to a call.
Action
Load more

How to set up Vapi and Zoho CRM in 5 easy steps

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Step 1

Get your Vapi API key

Before connecting Vapi to Make, you'll need an API key, which acts like a secure password for your account. Log into Vapi, go to the Build section in the sidebar, click on Vapi API Keys, and copy the Private Key shown there. If you don't see a key yet, click Add Key to create one, then copy it and keep it handy for the next step.

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Step 2

Connect Vapi to Make

In your Make account, add a Vapi module to your automation scenario. When prompted, click Create a connection and give it a name if you'd like to identify it later. Paste the API key you copied from Vapi into the API Key field, click Save, and then approve the authentication request to complete your Vapi connection.

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Step 3

Add Zoho CRM to your scenario

Next, add a Zoho CRM module to your Make scenario and click Create a connection when prompted. Remember to create only one connection to your Zoho CRM account, as multiple connections can cause issues with your modules. You can optionally name your connection for reference, then click Save to move forward.

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Step 4

Authenticate your Zoho CRM connection

After saving, Make will redirect you to Zoho's login page where you'll sign into your Zoho CRM account. This step verifies your identity and allows Make to securely access your CRM data. Log in and confirm the access permissions when asked, and Make will automatically complete the connection setup for you.

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Step 5

Start building your automation

With both Vapi and Zoho CRM connected, you're ready to create automated workflows between these apps. Your connections are now saved in Make and can be reused in any future scenarios you build. You can now automate tasks like creating CRM records from Vapi calls or triggering actions based on CRM updates, all happening securely in the background.

Improve sales with Vapi and Zoho CRM integration

Automate call logging, lead qualification, and customer outreach by connecting Vapi and Zoho CRM. Sync conversation data, trigger follow-up calls, and improve pipeline visibility.

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Automated call logging and CRM updates

Automatically capture and log all Vapi call data, transcripts, and outcomes directly into Zoho CRM contacts and deals without manual data entry.

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Intelligent lead qualification through voice

Use Vapi's AI-powered calls to qualify leads and automatically update lead scores, statuses, and custom fields in Zoho CRM based on conversation insights.

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Triggered follow-up calls from CRM events

Automatically initiate Vapi calls when specific triggers occur in Zoho CRM, such as new lead creation, deal stage changes, or scheduled follow-up dates.

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Better sales pipeline visibility

Sync call analytics, customer sentiment, and conversation outcomes from Vapi into Zoho CRM to provide sales teams with comprehensive customer interaction data.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

By connecting Vapi with Zoho CRM through Make, you can automatically trigger AI-powered calls based on CRM events like new leads, deal stage changes, or follow-up reminders. When Vapi completes a call, the conversation data, outcomes, and next steps can be instantly logged back into Zoho CRM, eliminating manual data entry. This automation ensures your sales team spends less time on administrative tasks and more time closing deals, while maintaining complete visibility of all customer interactions in your CRM.

Make enables you to build powerful workflows such as: automatically calling new leads within minutes of entering Zoho CRM, scheduling follow-up calls based on deal stages, sending personalized voice messages to customers after purchase, qualifying leads through AI conversations before assigning them to sales reps, and updating CRM records with call summaries and sentiment analysis. You can also set up workflows that trigger specific actions in Zoho CRM based on Vapi webhook events, like moving a contact to a different pipeline stage based on their call responses.

No coding skills are required. Make provides a visual, drag-and-drop interface that makes it easier to connect Vapi and Zoho CRM. You select triggers (like 'New Lead in Zoho CRM' or 'Call Completed in Vapi') and actions (like 'Initiate Call' or 'Update Contact'), then map the data fields between the two applications. Make handles all the technical complexity behind the scenes, allowing you to create sophisticated automations in minutes without writing a single line of code.

Make operates in real-time, instantly transferring data between Vapi and Zoho CRM whenever a trigger event occurs. You can set up bidirectional workflows that ensure information flows in both directions—from CRM to initiate calls and from Vapi back to CRM to record outcomes. Make also includes error handling, data validation, and logging features so you can monitor your integrations and ensure complete data accuracy. With Make's reliability and uptime, you can trust that your sales conversations and CRM records stay perfectly aligned.