Connect TeleCMI and Zoho CRM

Use TeleCMI and Zoho CRM in the same FlowMattic workflow. Below are the triggers and actions both integrations offer; pick one of each to see how the two connect.

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18 triggers 75 actions 1 ready-made template Unlimited runs

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When this happens in TeleCMI14 triggers

Do this in Zoho CRM75 actions

1. TriggerIncoming Answered CDR

2. ActionInsert/Update Record with Subform Data

When TeleCMI fires Incoming Answered CDR, FlowMattic runs Insert/Update Record with Subform Data in Zoho CRM with the data from that event.

You build this in the FlowMattic workflow builder on your own site.

Triggers and actions in this pair

A trigger starts a workflow. An action is something FlowMattic does in the app as a step.

TeleCMI

Integration page

Triggers (14)

Incoming Answered CDRTriggers when an incoming call is answered.
Incoming Missed CDRTriggers when an incoming call is missed.
Incoming User Missed CDRTriggers when an incoming call is missed by the user.
Outgoing Answered CDRTriggers when an outgoing call is answered.
Outgoing Missed CDRTriggers when an outgoing call is missed.
Incoming Answered Leg ATriggers when an incoming call is hit on the virtual number or toll-free number and gets answered.
Incoming Hangup Leg ATriggers when an incoming call is hit on the virtual number or toll-free number and got hangup.
Incoming Waiting Leg ATriggers when an incoming call is hit on the virtual number or toll-free number.
Incoming Answered Leg BTriggers when an incoming call hits your virtual number and the user answers.
Incoming Hangup Leg BTriggers when an incoming call hits on your virtual number and the user hangup.
Incoming Started Leg BTriggers when an incoming call starts connecting user's softphone or phone number.
Outgoing AnsweredTriggers when an outgoing call is answered.
Outgoing StartedTriggers when an ougoing call is started.
Outgoing HangupTriggers when an outgoing call is hungup.

Zoho CRM

Integration page

Triggers (4)

Create Module Entry (Webhook)Triggers when a new entry is created in the specific module.
Create Or Update Module Entry (Webhook)Triggers when a new entry is created or when an existing entry is updated in the specific module.
Update Module Entry (Webhook)Triggers when an existing entry is updated in the specific module.
Delete Module Entry (Webhook)Triggers when an entry is deleted in the specific module.

Actions (75)

Insert/Update Record with Subform DataCreates or updates a record in any module along with subform data.
Insert/Update Record with Assignment RuleCreates or updates a record using CRM assignment rules.
Insert/Update Record (Legacy)Creates or updates records using the legacy upsert method.
Global SearchSearches records across a module using keywords.
Search Lead by EmailSearches for a lead by email address.
Search Contact by EmailSearches for a contact by email address.
Search Lead via PhoneSearches for a lead by phone number.
Search Contact via PhoneSearches for a contact by phone number.
Search Module EntrySearches records in any module using criteria.
Create LeadCreates a new lead.
Create ContactCreates a new contact.
Create AccountCreates a new account.
Create DealCreates a new deal.
Create ProductCreates a new product.
Create QuoteCreates a new quote.
Create Sales OrderCreates a new sales order.
Create InvoiceCreates a new invoice.
Create Lead CallCreates a call activity associated with a lead.
Create Contact CallCreates a call activity associated with a contact.
Create Lead TaskCreates a task associated with a lead.
Create Contact TaskCreates a task associated with a contact.
Update Lead CallUpdates a call activity associated with a lead.
Update Contact CallUpdates a call activity associated with a contact.
Update Lead TaskUpdates a task associated with a lead.
Update Contact TaskUpdates a task associated with a contact.
Convert LeadConverts a lead to a contact, account, and/or deal.
Find or Create ContactFinds a contact by email or creates one if not found.
Find or Create LeadFinds a lead by email or creates one if not found.
Add Tag to ContactAdds one or more tags to a contact record.
Add Tag to LeadAdds one or more tags to a lead record.
Add Tag to ModuleAdds tags to records in any module.
Add Notes to ModuleAdds a note to a record in any module.
Update LeadUpdates an existing lead record.
Update ContactUpdates an existing contact record.
Update AccountUpdates an existing account record.
Update DealUpdates an existing deal record.
Update ProductUpdates an existing product record.
Update QuoteUpdates an existing quote record.
Update Sales OrderUpdates an existing sales order record.
Update InvoiceUpdates an existing invoice record.
Update Note by IDUpdates an existing note by its ID.
Get LeadRetrieves a lead record by ID.
Get Lead MetadataRetrieves metadata/field definitions for the Leads module.
Get ContactRetrieves a contact record by ID.
Get AccountRetrieves an account record by ID.
Get DealRetrieves a deal record by ID.
Get ProductRetrieves a product record by ID.
Get QuoteRetrieves a quote record by ID.
Get Sales OrderRetrieves a sales order record by ID.
Get InvoiceRetrieves an invoice record by ID.
Get Note by IDRetrieves a specific note record by its ID.
Get All NotesRetrieves all notes.
Delete LeadDeletes a lead record by ID.
Delete ContactDeletes a contact record by ID.
Delete AccountDeletes an account record by ID.
Delete DealDeletes a deal record by ID.
Delete ProductDeletes a product record by ID.
Delete QuoteDeletes a quote record by ID.
Delete Sales OrderDeletes a sales order record by ID.
Delete InvoiceDeletes an invoice record by ID.
Delete UserDeletes a CRM user by ID.
List ModulesRetrieves all available modules.
List FieldsRetrieves all fields for a specific module.
List OrganizationsRetrieves organization details.
Get UsersRetrieves a list of users in the CRM.
Add UserAdds a new user to the CRM organization.
List LeadsRetrieves a list of leads with optional filters.
List ContactsRetrieves a list of contacts with optional filters.
List AccountsRetrieves a list of accounts with optional filters.
List DealsRetrieves a list of deals with optional filters.
List ProductsRetrieves a list of products with optional filters.
List VendorsRetrieves a list of vendors.
List InvoicesRetrieves a list of invoices with optional filters.
List Sales OrdersRetrieves a list of sales orders with optional filters.
List QuotesRetrieves a list of quotes with optional filters.