Zoho CRM connection — aftercalls

How it works

An org admin or owner authorizes aftercalls to talk to your Zoho CRM account once. After that, every teammate sees a Send to CRM button on any completed call. Clicking it picks a record type (Contact / Deal / Account / Lead / Quote), searches your Zoho records by name, and pushes the call as a Zoho Call activity attached to that record. Only calls you explicitly push are shared — there is no automatic background sync.

Each push lands as a native Zoho Call activity, so it shows up under that record's history and feeds into Zoho's reporting the same way a hand-keyed call would.

Connect Zoho — first time

Only an org admin or owner can connect Zoho. Once connected, every member of the workspace can push to it.

In the portal, open Admin → CRM. The page is at app.aftercalls.io/admin/zoho. Desktop users: the agent's CRM rail entry opens this same page in your default browser.
Pick your Data region. Zoho hosts each customer's data in a specific region — pick the one that matches your Zoho account: US (zoho.com), EU (zoho.eu), or IN (zoho.in). If your region isn't listed, contact us and we'll enable it.
Click Connect to Zoho CRM. You'll land on Zoho's consent screen. Approve the requested permissions (modules read, records read, users read). Zoho redirects you back to aftercalls.
The page shows Connected to crm.zoho.<region> plus your name and the time you connected. You're done.

Push a call to Zoho

Open any completed call. On the Summary block, click Send to CRM.
Step 1 — Choose record type. Pick one of Contact, Deal, Account, Lead, or Quote. Click Next.
Step 2 — Find a record. Type to search. Aftercalls queries Zoho directly; results show up as you type. Click a row to select it; click the same row again to deselect. Click Next.
Step 3 — Review and push. Confirm the record, optionally add tags (these stay on the aftercalls side; they're not pushed to Zoho), and click Push.
On success the modal shows Pushed. with a View in Zoho ↗ link. The call now carries a zoho:pushed tag and a small olive dot beside the Send-to-CRM button so you can see at a glance it's been pushed.

What aftercalls sends to Zoho

The call's summary as the Description.
Open action items beneath the summary.
A 6 KB transcript excerpt.
The call start time + duration.
The call's title as Zoho's Subject.

Manual notes you've typed on the aftercalls side are not sent — those are private to your workspace.

Who owns the pushed Call in Zoho?

Aftercalls picks the Owner field two ways:

Email match. If your aftercalls email matches a Zoho user's email, the new Call is owned by that Zoho user.
No match. The Call is owned by the admin who connected Zoho, and your name + email get prepended to the Description so the Zoho-side reader knows who pushed.

The modal previews this for you on Step 3 (Review) with a line like "Will be posted as Call by <name>".

Reconnect or disconnect

On Admin → CRM, the connected card shows a Reconnect button (use this if you see connection errors or after rotating your Zoho admin's password) and a Disconnect button. Disconnecting deletes aftercalls' stored Zoho credentials immediately. Push history from before the disconnect stays on the call records — it's kept as an audit trail.

Tokens refresh automatically in the background. If you ever see the connection page show a banner that says "Zoho connection requires attention," click Reconnect to Zoho CRM and walk the consent flow again.

Limits

10 pushes per user per hour. A safety net against accidental scripting. The push button shows an error with a wait-time when you hit the limit.
Same-call debounce: 60 seconds. If you double-push the same call within a minute, the second push is rejected.
Search: 20 results. Refine the query if your record isn't in the first batch.
Custom modules (anything outside Contact/Deal/Account/Lead/Quote) aren't supported yet. Reach out if you need them — we're tracking it.

What we store

We store your org's Zoho refresh + access tokens, encrypted at rest, plus a per-push audit row recording who pushed which call to which Zoho record at what time. We do NOT store any data pulled from your Zoho account beyond record names denormalized into the audit row for display ("you pushed this call to Acme Corp").

See the privacy policy for data flow details and the regions your Zoho data passes through.