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Altoka + Zoho CRM

Every call becomes a CRM activity, automatically.

Setup in five steps

  1. 1Generate a Zoho self-client OAuth credential
  2. 2Paste Client ID and Secret into Altoka integration
  3. 3Choose your Zoho org and pipeline
  4. 4Map call outcomes to lead stages
  5. 5Run a test call and confirm the activity appears.

What AI does inside Zoho CRM

Capture a new lead

POST /crm/v2/Leads

Caller asks for a PR consultation. AI creates a Lead with phone, source Phone and stage New.

Match contact by phone

GET /crm/v2/Contacts/search

Caller's number matches an existing contact. AI greets them by name and reads back file status.

Log a call activity

POST /crm/v2/Calls

Every call ends with a Zoho Call activity logged with duration, intent and transcript.

Update deal stage

PATCH /crm/v2/Deals/:id

Customer confirms interest. AI moves the deal to Negotiation stage.

Best for

Sales-led businesses, immigration consultants, B2B services, real estate.

Pricing

Use your existing Zoho CRM seat. No extra Zoho cost from Altoka.

Live with Zoho CRM in one demo call.

Twenty minutes. Bring your API key and one example workflow. Leave with a working pilot.