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Zoho CRM integration preview
CRM Integration
Zoho CRM

Connect EarlyBird AI with Zoho CRM

Give your Zoho teams instant visibility into calls, transcripts, and next steps captured by EarlyBird.

Overview

Replace manual call logging in Zoho CRM with real-time sync from EarlyBird. Every conversation enriches the record with transcripts, intent, and recommended next steps so sales, service, and marketing stay on the same page.

Use the data to trigger Blueprint automations, score leads, and keep managers informed without chasing reps for updates.

What syncs automatically

  • New leads with source and campaign data when prospects call for the first time.
  • Contact updates with latest phone numbers, emails, and preferred communication channels.
  • Deal notes that summarize intent, objections, and agreed next steps.
  • Task creation that aligns with Zoho workflow rules and reminders.
  • Custom field updates so reports reflect real-time call outcomes.

Launch in minutes

  1. 1Authenticate with Zoho CRM using OAuth and select the org to connect.
  2. 2Grant EarlyBird access to modules where you want call intelligence stored.
  3. 3Map contact fields and deal stages to the call outcomes you track.
  4. 4Enable transcript attachments and choose which teams should receive them.
  5. 5Run a calibration call to confirm Blueprint automations fire as expected.

Playbooks we recommend

  • Inbound leads automatically receive a call summary email while tasks assign to the owning rep.
  • Renewal conversations append to the deal with intent tagging so success can intervene proactively.
  • Missed calls from hot leads trigger an SMS follow-up and a task before the SLA breaches.