Salestrail + ZOHO The Ultimate Mobile Call Tracking Solution

Auto-Log Mobile Calls to LeadSquared

Salestrail captures every important call detail so you always have up-to-date call records inside LeadSquared.

• SIM & GSM Calls – Track calls made through your mobile carrier
  

• WhatsApp & WhatsApp Business Calls – Capture key conversations automatically
  

• Inbound & Outbound Calls – Get a full view of customer interactions
  

• Call Durations & Results – Measure team efficiency & talk time

• Save Time – Calls sync instantly to LeadSquared without manual entry

• Boost Data Accuracy – No more missing or incorrect call logs

• Improve Sales Visibility – Track response times, engagement, and follow-ups

Customize Salestrail to Fit Your Zoho Workflow

Salestrail seamlessly adapts to your Zoho setup, ensuring that only the data you need is captured, organized, and pushed into the right fields—exactly how you want it.

• Fully customizable call logging

• Choose which calls get logged—only matched contacts or all calls

• Select where the data goes—Leads, Contacts, Opportunities, Cases, or custom fields

• Handle duplicate phone numbers with smart matching & data cleanup

• Auto-create new records for unknown numbers—generate Leads, Contacts, or any custom Zoho entity

Custom Zoho Setup? No Problem!

If you've customized your Zoho fields, workflows, or processes, Salestrail can adapt to match your system. Whether your sales data is messy, duplicated, or scattered, we ensure accurate logging and organization.

Your Microsoft 365 CRM, your rules— Salestrail works the way you need it to. 

How Salestrail’s Zoho Integration Works

• Enable Integration – Connect Salestrail to your Zoho account

•  Auto-Sync Call Data – Calls are automatically logged under the right Lead, Contact, Account, or Opportunity

• Instant Notifications – After each call, get a Zoho prompt to add notes

• Call Recording Links – Access recordings directly from Zoho records

Pro Tip: Use Caller ID for Zoho to identify clients instantly before answering!