Zoho CRM records in, every call in the Calls module
Connect Zoho CRM with a self client in your Zoho data centre. New leads or contacts, whichever you choose, reach a caller’s queue within a few minutes, and each call made to them from LumaKol is logged in Zoho as a call related to the record.
- Leads or contacts, you choose
- Calls logged in the Calls module
- Works in your Zoho data centre
Zoho CRM at a glance
- How leads get in
- LumaKol checks Zoho CRM every few minutes for leads or contacts created since you connected, using the self client you set up.
- How fast
- A new record reaches a caller within a few minutes. A call goes back to Zoho once its outcome is saved, or after 30 minutes as No outcome saved.
- Repeats and retries
- Matched by phone number. A record whose number is already a lead is linked to that lead, not added a second time.
- Where you set it up
- LumaKol: Integrations → CRM sync → Zoho CRM. Zoho: API Console → Self Client, in your data centre.
Who it’s for
Teams that run sales in Zoho CRM but call from mobile phones. Callers work the LumaKol queue on their own SIM, and every call is still logged against the Zoho lead or contact, so the record’s history and your call reports in Zoho are complete.
- Pick Leads or Contacts as the module new records come from.
- Each call shows its outcome, duration, time, direction, caller and note in Zoho.
- Owners and admins connect it once; callers need no Zoho CRM licence.
How to connect it
- 1
Create a self client in Zoho
Open the Zoho API Console for your data centre (api-console.zoho.com, .eu, .in and so on), add a Self Client, and copy its client ID and client secret.
- 2
Generate a grant code
On the self client’s Generate Code tab, enter the scopes LumaKol shows when you choose Zoho CRM and copy the code. It is valid for a few minutes only, so connect straight away.
- 3
Connect it in LumaKol
As an owner or admin, open Integrations → CRM sync, press Connect on Zoho CRM, pick your data centre, paste the client ID, client secret and grant code, and choose Leads or Contacts.
- 4
Choose who gets the leads, then call
Give new records to one person or share them in turn, with a starting stage and tags. Each call the Android app logs from the caller’s SIM is logged in Zoho.
What comes in from Zoho CRM
| What Zoho CRM sends | Where it lands in LumaKol |
|---|---|
| First name and last name | Name |
| Phone and Mobile | Phone and an extra number, both matched against your existing leads |
| Company, on Leads | Company |
| City, or Mailing City on Contacts | City |
| Record ID | Kept on the lead, so its calls go back to this Zoho lead or contact |
Only records created in the module you chose after you connect are brought in. A record with no phone number is skipped, because every LumaKol lead needs one. Who gets the lead, its starting stage and its tags come from the connection’s settings. Each new lead then runs your “A new lead arrives” automation rules and is sent to your lead.created webhooks, like a lead from any other source; a record matched to an existing lead does neither.
What goes back to Zoho CRM
Every call made in LumaKol after you connect, to a lead that came from Zoho CRM or was matched to a Zoho lead or contact, is logged in Zoho’s Calls module as a call related to that record: the outcome, the duration, the time, whether it was outgoing or incoming, the caller’s name and the call note. It is logged once the outcome is saved; a call still without one after 30 minutes is logged as No outcome saved. The Android app logs these calls from the caller’s own SIM by itself, so the call in Zoho reflects what happened on the phone.
Common Zoho CRM problems, and the fix
The grant code was rejected
A grant code expires within minutes and works once. Generate a new one on the Generate Code tab and paste it at once. Also check that the data centre you picked in LumaKol is the one your Zoho account signs in at.
A new record never reached a caller
Check that it was created in the module you chose, Leads or Contacts, and that it has a phone number. If the number already belongs to a lead, no second lead is made; the existing lead is linked to the record instead.
My existing Zoho records did not come in
Only records created after you connect are brought in. To call older ones, export them from Zoho CRM and add them under Leads → Import. Leads added that way are not linked to Zoho, so their calls stay in LumaKol.
A call is missing in Zoho
Only calls LumaKol has logged since you connected are written back, once the outcome is saved or 30 minutes after the call. Check that the Android app is logging calls on that caller’s phone; a call made from a phone without LumaKol never reaches it.
Questions about Zoho CRM
Does it import my existing Zoho CRM leads and contacts?+
No. Only records created after you connect become leads; existing records are not back-filled. You can import older ones from a spreadsheet to call them, but those leads are not linked to Zoho.
Can it bring in leads and contacts, or deals?+
You choose Leads or Contacts when you connect, and LumaKol reads new records from that module. Deals are not read, records are not converted and no stage in Zoho is changed.
Will LumaKol change or overwrite anything in Zoho CRM?+
No. It only adds calls in the Calls module, related to the lead or contact. It does not edit, merge or delete any Zoho record.
Does it work outside zoho.com?+
Yes. When you connect, you pick the data centre your Zoho account is in, and you create the self client in that data centre’s API Console.
What about Zoho’s own telephony?+
LumaKol does not need it. Callers ring from their own SIM on Android, LumaKol logs the call, and Zoho receives it in the Calls module. These calls use the caller’s mobile plan.
Which LumaKol plans include it?+
Growth, Business and Enterprise, and the free trial. Owners and admins connect it under Integrations → CRM sync.
Step-by-step setup guide
- ಮಾರ್ಗದರ್ಶಿConnect HubSpot, Pipedrive or Zoho CRM
- ಮಾರ್ಗದರ್ಶಿLog a call outcome
- ಮಾರ್ಗದರ್ಶಿInstall the Android app and set up your work SIM
- ಮಾರ್ಗದರ್ಶಿConnect your lead sources to LumaKol
- ಲೇಖನChoosing a calling CRM: 15 questions to ask before you buy
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Related integrations
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