Zoho Task Creation, Directly From the Dialer
Keep your pipeline moving. Create Zoho CRM follow-up tasks attached to the current Lead or Contact without leaving the call screen or breaking your workflow.
Never miss a follow-up
When a call dictates the next step, agents should not have to navigate through multiple CRM tabs to document it. Dial Amp brings the Zoho task fields they need into the active call screen.
Comprehensive Task Details
Set the subject, status, priority, and description before creating the task. Dial Amp submits those values to Zoho CRM with the Lead or Contact context from the active call.
Automatic Record Linking
Every task created during a call is automatically attached to the active Lead or Contact. Plus, you can select the task owner on the fly, making it easy to hand off qualified prospects to account executives.
Due Dates & Reminders
Establish clear timelines immediately. Assign accurate due dates and configure precise reminders so your team is prompted exactly when they need to re-engage with the prospect.
Recurrence Built-in
Need to check in every month? Dial Amp supports configuring task recurrence directly from the call screen, pushing reliable, repeating schedules straight into Zoho CRM.
Focus on the conversation, not the software
Task creation shouldn't be a context switch. We designed the interface to feel like a natural extension of the phone call.
- Eliminate the need to search for the record in a separate tab.
- Ensure data integrity by using native Zoho mappings.
- Accelerate the post-call wrap-up process.
Frequently Asked Questions
Can I assign tasks to other team members?
Yes, you can select the task owner while creating the task, allowing you to seamlessly hand off follow-ups or administrative work to the appropriate team member.
Will the task be linked to the record I am calling?
Absolutely. Tasks created during an active call are automatically attached to the current Lead or Contact you are speaking with.
Can I set recurring tasks or reminders?
Yes, the integration supports setting both one-time reminders and recurrence schedules for tasks directly from the call screen.
Ready to streamline your task management?
Empower your sales team to create precise, fully detailed Zoho CRM tasks without ever leaving the dialer.