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Introducing Zoho Flow for post-call follow-ups

Send HeyRik call outcomes to Zoho Flow. Set up optional post-call workflows with India and US webhook support and per-assistant controls.

2 October 2026 · 3 min read · the HeyRik team

A caller asks your admissions team to call back tomorrow. The conversation ends, but someone still needs to record that follow-up. The HeyRik Zoho Flow integration sends saved call outcomes into a workflow you control, helping connect your calling assistant with the next step in your team's process.

For Indian teams already working with Zoho tools, this offers another optional automation destination alongside HubSpot, Make and Pabbly Connect. It supports Zoho Flow incoming webhooks on the India and US hosts. You choose an assistant, configure your own downstream steps and explicitly enable delivery. It does not add a native Zoho CRM connection or change live-call behavior. Here is how to set it up and verify the result.

01

Connect call outcomes to your team's workflow

For example, a counselling team could use a callback outcome to create an internal follow-up task through an app connected in Zoho Flow. You configure and authorize that action in Flow; HeyRik does not install it automatically.

  • Events include call and assistant IDs, status, direction, duration, outcome, summary and timestamps.
  • Only new calls after opt-in for that assistant are included; previous calls are not backfilled.
  • Recordings, recording links and full transcripts are not included. Summaries may contain caller information, so review where you send them.
02

Set up the Zoho Flow integration

  1. 1Create a webhook-triggered flow and select JSON as the payload format. Copy its production incoming webhook URL from flow.zoho.in or flow.zoho.com, including zapikey. Debug URLs with isdebug=true are rejected; omit that option or set it to false.
  2. 2In HeyRik Connected apps, choose your assistant and attach Zoho Flow. Paste the URL and save it. Treat the entire URL as a password.
  3. 3Send a test event and inspect the received fields in Zoho Flow history. Use a harmless internal destination while configuring your workflow.
  4. 4Filter event = call.completed before business actions. Connection tests use connection.test. Deduplicate by the top-level id before creating tasks or messages.
  5. 5Enable After a call ends in HeyRik and activate your tested flow. Make a test call, then check both HeyRik delivery history and the downstream result.
03

Know what delivery confirms

HeyRik uses its background delivery queue with bounded requests and retries for temporary failures. A delivered event means Zoho accepted the webhook, not that a task or CRM update finished. Inspect your Flow run to confirm those steps.

Retries after a timeout can deliver an event more than once. Deduplication by event ID belongs in your workflow. Disabling delivery cancels queued post-call work, but a request already in flight may still arrive. Disconnecting removes the connection.

04

Start with one assistant

Try a test assistant and an internal tracker first. Confirm that connection tests cannot trigger business actions, duplicate events do not create duplicate tasks, and the summary shares only what your team needs. Then enable delivery for the assistants that benefit from it. Zoho and downstream services can have separate permissions, plans and charges. India-host support is not a promise about the location of every downstream service or its data. Open Connected apps when you are ready to configure your first post-call flow.

FAQ

A little more before you begin.

Is this a native Zoho CRM integration?

No. HeyRik sends events to Zoho Flow. Any CRM action needs a separately configured and authorized step in your flow.

Can my agent check Zoho records during a call?

Not through this connector. This release is post-call-only and adds no live lookup or action tools.

Are all Zoho regions supported?

This release accepts flow.zoho.in and flow.zoho.com production incoming webhook URLs. Other regional hosts and custom authentication headers are not supported.

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