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Zoho CRMIntegrate Calilio With Zoho CRM and Log Every Conversation
Every call, text and voicemail lands on the right Zoho lead or contact, using Zoho's own Calls module with native recordings, tags and missed-call tracking. Add AI summaries, sentiment and transcripts without lifting a finger.
Plans from $12/month · 14-day money-back guarantee
- 16 events synced
- Uses Zoho's native Calls module
- No duplicate leads
16 Events, Synced to Zoho CRM
Calls, messages, AI insights and contact changes from Calilio, all on the Zoho CRM records your team already works in.
One Call, One Zoho Record, Fully Enriched
Calilio creates a single Zoho call when the phone rings and keeps adding to it, through to the AI insights that arrive after you hang up. Never a second copy.
A call is created on the lead or contact.
The agent who picks up becomes the call owner.
Outcome, duration and direction are saved.
Plays from Zoho's native recording field.
Saved in an AI Summary field on the call.
Positive, Neutral or Negative, with a score.
Attached as a file with a link on the call.
Right Where Your Team Works
Calilio uses Zoho's own Calls, Tasks, Notes and attachments, so there is nothing new for your team to learn.
Outcome, direction, duration, owner, recording, tags, AI summary and sentiment, all on the call.
Calls and SMS appear on the right record, matched by phone number. New callers are added as leads.
Missed calls and voicemails create a follow-up task for the next business day.
SMS, call notes and transcripts are attached where your team will find them.
Calilio fills Zoho's built-in call recording, tag and call-type fields, so your existing views, reports and filters keep working.
Already using Zoho's Zia AI? Calilio adds its own AI summary, sentiment and transcript next to it, never over it.
Built to Protect Your Zoho CRM Data
Calilio adds context to your CRM without touching what your team has curated.
Your Zoho data wins. Calilio only updates the fields you choose to allow, and contact updates are off until you turn them on.
If a Blueprint or validation rule blocks a change, Calilio flags it for you instead of forcing it through.
Deleting a contact in Calilio only flags the record. Permanent deletion is an opt-in setting.
Callers are matched by phone number first, so one person is never added twice.
Connect Zoho CRM in Five Steps
Choose the plan that fits your team.
In Calilio, go to Settings and choose Zoho CRM.
Sign in to the Zoho CRM account you want to connect.
Approve access and complete the installation.
Calls, texts and insights start syncing right away.
Set up once in Zoho CRM
A few quick settings so every call, summary and tag lands in the right field.
Create these custom fields: Answered At, AI Summary, Sentiment, Sentiment Score and Transcript URL on Calls, and a Calilio Status field on Leads and Contacts for safe deletes.
Calilio matches each agent to a Zoho user by email, so make sure the emails are the same in both. Calls are then owned by the agent who answered.
Blueprints and validation rules apply to every update. Review the ones on Leads, Contacts and Calls so Calilio's updates are not blocked.
Zoho meters API usage in daily credits, and Calilio's call logging uses them. Busy teams should check their daily allowance.
Made for Every Team
Click to call from Zoho, let every call log itself, and never lose a missed lead thanks to automatic follow-up tasks.
Use call sentiment and tags to see which campaigns bring in strong leads.
See every call, recording and transcript on the record before you reply.
Connect More of Your Tools
Frequently Asked Questions
No. Calilio searches your Zoho leads and contacts by phone number first. Only an unknown caller is added, as a new lead, and the same number is never added twice.