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Zoho Dialer Campaign Workflow

QVOICE Platform – Zoho CRM Lead Push Workflow

🚀 Why Integrate Zoho CRM with QVOICE Platform Dialer?

In many organizations, sales and support teams lose valuable time manually exporting leads from CRM systems and then importing them into dialer campaigns. This manual process introduces delays, errors, and missed opportunities.

By integrating Zoho CRM with QVOICE Platform Dialer, every new lead captured in Zoho is automatically pushed into a live dialer campaign. This automation ensures:

  • Faster Speed-to-Lead: Agents can contact new leads within seconds of capture, improving conversion rates.
  • Higher Agent Productivity: Eliminate manual lead imports—agents focus on conversations, not admin work.
  • Improved Lead Management: Leads from multiple sources (web, forms, inbound calls, marketing campaigns) flow directly into the dialer without human intervention.
  • Consistent CX: Customers experience faster responses, reducing missed calls and abandoned leads.
  • Scalability: Handle 10 leads or 10,000 leads a day seamlessly, without additional workload on your team.

In short, this workflow turns Zoho CRM into a real-time lead engine—ensuring every opportunity is worked on quickly and effectively.

✅ Step 1: Create a Zoho Workflow

Go to Zoho CRM.

  • Navigate to:
    Setup (⚙️) > Automation > Workflow Rules
  • Click + Create Rule:
  • Module: Leads
  • Rule Name: Push to Dialer
  • Description: Sends lead to QVOICE Platform Dialer when a new lead is created
  • Execute When: On a record action → Create

Optionally add conditions (e.g., Lead Source = Inbound).

✅ Step 2: Add a Custom Function

After creating the rule, click:

  • Add Action > Function
  • Click + Create your own Function
  • Function Name: PushLeadToDialer
  • Namespace: dialer_push

Paste the following Deluge Script:

 

leadId = input.id.toString();
leadInfo = zoho.crm.getRecordById("Leads", leadId);

if (leadInfo != null)
{
    number = leadInfo.get("Phone");
    firstName = leadInfo.get("First_Name");
    lastName = leadInfo.get("Last_Name");

    // Construct JSON payload
    payload = Map();
    payload.put("number", number);
    payload.put("first_name", firstName);
    payload.put("last_name", lastName);

    // API request headers
    headers = Map();
    headers.put("X-API-Key", "abcd1234efgh5678ijkl9012mnop3456");
    headers.put("X-Account-ID", "1234567890abcdef1234567890abcdef");
    headers.put("Content-Type", "application/json");

    // Send lead to QVOICE Platform dialer
    response = invokeurl
    [
        url :"https://cluster.example.qvoice.co:9443/api/v2/config/campaigns/9876543210abcdef9876543210abcdef/lead"
        type :POST
        parameters: payload.toString()
        headers: headers
        contentType : "application/json"
    ];

    info response.toString();
}
 

 


 

Save & Associate with the workflow.

✅ Final Notes

Zoho supports JSON payloads with invokeurl when contentType is set to "application/json".

Ensure the Phone, First Name, and Last Name fields in Zoho CRM match the payload required by QVOICE Platform.

Replace the X-API-Key, X-Account-ID, and Campaign UUID with your real values inside QVOICE Platform.

Test the webhook with a sample lead before going live.

Be mindful of Zoho API call limits if pushing a large number of leads.

⚡ With this integration, every new lead from Zoho CRM is instantly activated in QVOICE Platform Dialer Campaigns, empowering your sales team to respond faster, close more deals, and deliver superior customer experiences.