Trigger the right call
Start a call from an approved lead stage, workflow or integration event.
CRM connected calling
Put AI calling into your Zoho CRM workflow
Dispatch calls from lead events, use selected CRM fields in the conversation and return a structured outcome to your sales process.
Free to start. No credit card required.
Designed for
Sales and operations teams using Zoho CRM as their lead system of record.
Primary outcome
Less copying between your CRM and calling system, with context preserved for the next action.
Pilot principle
Measure completed business outcomes, not only calls placed or minutes used.
What the workflow handles
The parts that make the call useful
Each agent is configured around your approved data, actions and fallback rules.
Use selected context
Pass only the fields the agent needs, such as name, product, source and assigned owner.
Return a clean outcome
Map call status, summary, qualification and callback time back to your workflow.
Keep retries controlled
Use attempt limits, business hours and final dispositions instead of uncontrolled redialling.
A simple operating loop
From trigger to next action
- 01
Zoho event
A lead or workflow event sends the approved payload.
- 02
HeyRik call
The assigned agent calls with that lead context.
- 03
CRM update
The integration writes back the result and next action.
Common questions
Before you launch
Does HeyRik replace Zoho CRM?
No. Zoho remains your CRM. HeyRik provides the calling and conversation workflow around selected records.
Can call outcomes update the lead?
Yes, through the configured integration or API mapping for your Zoho setup.
Can I limit which fields reach the agent?
Yes. Send only the fields required for the call and avoid exposing unrelated CRM data.