Skip to main content
aftercalls
Request access

← Integrations

Zoho integration · live

Push every call onto the right Zoho deal — automatically.

If your sales team lives in Zoho CRM, every call your reps record with aftercalls lands on the matching deal as a fresh activity entry. Transcript, summary, action items, and a link back to the audio — pushed onto the deal seconds after the call wraps. No copy-paste, no per-rep training, no integration to maintain.

This page is the Zoho CRM connector — live, self-serve, org-wide. It's a different thing from Zoho SSO, which we enable on request as a sign-in option. If you're after sign-in only, mention SSO in the email and we'll route it.

Get help setting it up Read the setup guide

What lands on the deal.

Every call attached to a deal gets a single activity entry — clean, scannable, and linked back to the full record in aftercalls.

What we push

  • Title of the call (auto-generated, editable in aftercalls)
  • Third-person summary, fit to the activity-note size
  • Action items as a checklist on the activity
  • Link back to the call detail in aftercalls
  • Call duration and timestamp
  • Participant names, where the speakers are known

What we update if it changes

  • Edits to the summary or action items in aftercalls re-sync to the same activity entry — no duplicates.
  • If you mark an action item complete in aftercalls, the checklist updates in Zoho.

What we don't push

  • The raw transcript — by default. The activity stays scannable; the deep link goes to the full record in aftercalls.
  • The audio file. The activity has a link back to aftercalls; reps can play the call from there.
  • Highlights, private notes, or anything tagged "internal only."

If you'd rather we did push the transcript

Org-wide setting in the admin page. We can attach the full transcript as a note instead of (or alongside) the summary. Off by default because most teams find the deal pages cluttered when every transcript is duplicated into Zoho.

Discovery

Acme Co. — Annual subscription, 25 seats

Owner · Priya Mehta · Closes 2026-06-12

Call — Discovery

Priya and Jordan discussed Acme's current call-notes workflow. Jordan reported note-taking is ad-hoc and follow-up action items often slip. Priya proposed a two-week trial focused on the sales team's discovery and demo calls.

Today · 42:07 · pushed by aftercalls

Action item — Send Acme the trial invite

Assigned to Priya, due Friday.

How matching works.

Every call gets matched to the right deal without anyone telling aftercalls which one. The matching is deterministic, transparent, and overridable.

When a call wraps, aftercalls looks at the participants and the call's other context. If a participant's email or phone matches a contact in your Zoho org, we walk back to the accounts and deals linked to that contact. If we find one open deal, we attach the call to it. If we find more than one, we score the candidates by recency, deal stage, and deal owner — the rep who took the call usually has exactly one good match.

The match path is shown on the call's record in aftercalls, so if it picked the wrong deal, you can see why and reassign in one click.

  • Match by participant email or phone → contact → linked deals
  • If multiple deals match, score by stage, owner, and recency
  • Match path visible on the call record — no opaque magic
  • Manual reassign from the call's share menu, audited in the admin log
  • Deals you don't want pushed to (lost, on-hold) can be excluded org-wide

Setup, in plain English.

An org admin connects Zoho once. Every rep on the team is covered, immediately. No per-user OAuth dance.

  1. Open the Integrations page in the aftercalls portal

    Click Connect Zoho. You'll be sent to Zoho's OAuth screen.

  2. Authorize aftercalls against your Zoho org

    The OAuth scope is read+write on Contacts, Accounts, Deals, and Activities. Nothing else. Zoho lists the exact scopes on the consent screen.

  3. Confirm match settings

    By default, all open deals are eligible to receive call activity. Exclude stages or pipelines you don't want pushed to.

  4. The next call attaches itself

    From this point on, every call your team records lands on the matching deal. The desktop agent doesn't change at all.

Need a hand? Email us and we'll do the setup with you on a 15-minute call.

Privacy and permissions. Org-wide OAuth, no Zoho data at rest, instant disconnect, full audit trail. The complete posture lives on the security page.

Get the next call onto the right deal.

Connect Zoho once, and every call your team records starts attaching itself. Or browse the rest of the integrations queue.

Get help setting it up See all integrations →