Zoho CRM + Atendalia
Connect Zoho CRM with Atendalia to create leads and follow-up tasks. Your team can continue its work in the tool it already uses.
- Type
- Third-party automation
- Data direction
- Atendalia → Zoho CRM
What information is shared?
Depending on the notification and what this connection supports, it can send the name, phone, service, date, time, and location. Choose the notifications you need and review the example before connecting real customers; it does not send a complete copy of your business.
Do I need Zapier or another account?
This guide uses Zapier or Make as a bridge to Zoho CRM. You need an account with that platform and the destination tool; check their limits and possible charges separately.
Who it is useful for
Businesses already using Zoho CRM that want to connect their customer service with that tool.
How information flows
For example: Record a new contact with their phone number. Add the appointment or call to sales history. Continue a lead without entering it twice.
Practical use cases
- Record a new contact with their phone number.
- Add the appointment or call to sales history.
- Continue a lead without entering it twice.
View connection steps and technical details
What your Zoho CRM receives every time an appointment is booked
Your AI phone assistant answers the call, books the appointment in your calendar and sends it to Zoho CRM. You choose what we notify you about:
- New appointment
- Appointment moved
- Appointment cancelled
- Call ended
- chat.handoff_creado
- chat.handoff_respondido
- contacto.bloqueado
- contacto.desbloqueado
Depending on the notification and connection, it can include: Customer name · Phone · Service · Date and time · Branch · Notes · Table or space.
How to connect it
- 1Hire your assistant at atendalia.com.mx/signup and forward your business calls. Nothing to install.
- 2In Integrations choose Zapier or Make and create the webhook that will receive the event.
- 3Create a Zapier Catch Hook or a Make Custom Webhook, paste that URL into Atendalia, and add Zoho CRM as the next action. Map only the fields your workflow needs.
- 4Run “Test” and confirm the workflow created the expected action in Zoho CRM.
Requirements and permissions
url— endpoint or webhook URLsecreto— signing secret
Relevant limits
- This connection only covers the events shown on this page.
- Provider availability, quotas, permissions, and charges are controlled by Zoho CRM.
- This guide requires a separate Zapier or Make account; their task limits, retention, and pricing also apply.
- Only the events listed above are sent. The connection is one-way and does not import changes made directly in Zoho CRM.
What an appointment looks like when it arrives
Your system receives the same event as signed JSON:
{
"evento": "cita.creada",
"negocio": { "nombre": "Tu Negocio" },
"cita": {
"inicia": "2026-09-10T17:00:00",
"termina": "2026-09-10T17:30:00",
"servicio": "Corte",
"estado": "confirmada",
"canal": "llamada",
"cliente": { "nombre": "Ana", "telefono": "+52 81 1234 5678" },
"sucursal": { "nombre": "Centro" },
"notas": "Viene por LinkedIn"
}
}How to verify and troubleshoot
- Send a test event from Atendalia to the Zapier or Make webhook.
- Confirm the automation run succeeded before checking Zoho CRM.
- Verify that Zoho CRM contains only the fields and action you mapped.
- Test the Zapier or Make webhook first, then review workflow history and the result in Zoho CRM.
- If you see 401 or 403, review the token, its validity and the provider permissions.
- If no data arrives, review the integration log and confirm that the event is enabled.
Specific questions
Can Zoho CRM change my Atendalia appointments?
No. This connection sends information in one direction only.
Can I test it without affecting a call?
Yes. The test starts from Integrations and does not open or modify an assistant call.
Hear your assistant answering for real
Call it now and hear how it books an appointment — then review how to connect it with Zoho CRM.
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