- Look up the caller or WhatsApp sender by phone number
- Use lead status, owner and past notes to personalise the answer
VYZR + Zoho CRM
Connect VYZR's voice and WhatsApp agents to Zoho CRM so every call and chat finds the right lead, uses its history and updates the record when the conversation ends.
What the agent can do with it
- Create or update the lead with answers to your qualifying questions
- Log a call summary and transcript link as a note
- Assign follow-up tasks to the right salesperson
Example workflows
Property enquiry
A buyer calls about a listing; the agent qualifies budget and timing, books a viewing and creates the lead in Zoho with the notes.
Lead reactivation
Old leads from a Zoho view get an outbound call or WhatsApp; interested ones are moved to a new stage for the team.
Connecting Zoho CRM
Through Zoho's API with the minimum permissions needed, or through Zapier or webhooks. Field mapping and write rules are agreed during setup.
Every connection is tested with real examples before it handles live customers: a normal request, a missing record, an API failure and a handover to your team.
VYZR and Zoho CRM: questions
Does VYZR integrate with Zoho CRM?
Yes. Through Zoho's API with the minimum permissions needed, or through Zapier or webhooks. Field mapping and write rules are agreed during setup.
Can the agent use Zoho CRM on both calls and WhatsApp?
Yes. The same agent and the same connection work on phone calls, WhatsApp and web chat.
Is my account connected automatically?
No. A logo on our site does not mean every account is pre-connected. Permissions, plans, data fields and write behaviour are confirmed with you during implementation.
Other tools VYZR connects to
Cal.comCalendlyGoogle CalendarZapierMailchimpGoogle SheetsWebhooks and APISIP / PBXHubSpot