Zoho + Regal

Turn Zoho Leads into Actionable CX with Regal

Connect Zoho and Regal to automatically sync lead data and trigger engagement. Enable real-time updates for smarter outreach and seamless customer interactions.

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Supercharge your workflows with the Zoho + Regal integration

Trigger Outreach for New Leads

Automatically trigger SMS or call outreach when a new lead is created in Zoho CRM. Engage leads faster by triggering Regal SMS or calls the moment a new prospect enters your Zoho CRM, increasing conversion opportunities.
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Keep Customer Profiles Updated

Ensure Regal has the latest customer details by syncing lead status and source changes. Keep your outreach relevant by ensuring Regal always reflects the most up-to-date lead statuses and sources.
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Segment and Engage High-Value Leads

Automatically send high-priority leads from Zoho CRM into Regal, triggering personalized outreach sequences that drive engagement, conversions, and long-term customer relationships.
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Data In

Sync lead & contact data from Zoho to Regal.

Data Out

Not Currently Available
Read Full Documentation Here
Use Regal to:
Boost call efficiency
Make life easier for your developers
Transform Your Operations and Drive Better Outcomes
Increase Productivity, Engagement, and Conversions
Improve Patient Outcomes with AI Agents
Get Better Speed-to-Lead
Tailor and Automate Outreach
Qualify Better Leads with AI Agents
Get a Better, More Invested Partner
Drive Success with a Dedicated Partner
Get AI Tools Built for You
Get Immediate Impact with AI
Accelerate Results With AI Agents
Build Consistent, Reliable AI Agents
Boost Call Efficiency
Engage with more qualified prospects
Increase engaged call and bind rate
Increase in answer rates
Deliver a better customer experience
Modernize your outbound sales process
Streamline new patient onboarding
Engage your customers with SMS
Boost call efficiency
Increase your ROI
See All Customer Stories
James Hummer
VP of Sales, Ethos

“Regal’s AI Phone Agent has been a game-changer for our sales calls. Its features seamlessly integrate into our workflow, allowing us to test, stay compliant, and improve our results at every stage.”

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Ankit Kumar
Director of Data and Platform, Guitar Center
"Regal's platform is so much easier to work with and allows us to personalize so much of our customer experience. Unlike with other platforms, it doesn't take us forever to get something spun up and deployed."
Katherine Martinell
Director of Medical Operations, Ro
"Since moving onto Regal, we've been able to streamline patient engagement, capture the data we need to shape strategy, and most importantly, sign up more patients. Regal completely transformed how we do things at Ro."
Peter James
Head of Growth, Carda Health
"My team is so much more productive with Regal. We've seen huge increases in conversions and engagement. On top of this, Regal's support is unmatched. We're not just more efficient, we're delivering a better experience for every prospective patient."
Eric Hauser
Chief Technology Officer, Cadence
"We have a large volume of patients to reach out to, get them to engage, and explain the benefits of the program. All patients are different – we need a solution to do that outreach at scale and respectfully. Regal's AI Agents empowers us to personalize and automate all of that outreach."
James Eaker
Regional Manager, Toyota Auto Insurance
"We are really happy with Regal - both in terms of its impact on our business performance and how fast the team moves and their level of personalized support."
Micah Metcalf
CEO, Legacy Family Life
"Regal is exactly what we were looking for in a partner. Regal made us much more effective and efficient at engaging with customers who are looking for the right life insurance partner."
Maggie Vetrovsky
Director of Sales, Embrace Pet Insurance
"Ava, our Regal AI Phone Agent, has been key in driving much more productivity and efficiency through our call center. We're automating a significant amount of tasks away from our human agents and saving them for high-touch situations, while our customers are just as happy to talk with Ava as they would with anyone from our team. For anyone who's exploring how AI can help their call center, I highly recommend Regal!"
Justin Pagan
Director of Global Enrollment, Coursera
"No other vendor is as invested in our success as Regal is. The platform is great, but the partnership is even better."
Celeste Martinelli
Chief Operations Officer, AllCampus
“We are pleased with our partnership. We truly believe Regal is the right solution for us to help transform our operations, and we like it when our partners are winning in business too!"
Patrick Green
VP of Enrollment Strategy, Collegis
"The Regal team has a unique focus on business goals, not just features for the sake of it. They understood our complex business model and prioritized features that have made our program more successful"
Niraj Patel
COO and Co-Founder, LiveEasy
"We've been able to make immediate and impactful improvements to our business with Regal. We're performing better than ever and it's thanks to the insights and AI tools that Regal has given us"
Eric Peschke
VP of Marketing, Zintex
"We're big fans of Regal and how it makes our agents jobs a lot easier. We broke appointment records after the first six months!"
Bruce Davidson
Director of Client Services, Clancy
“AI has changed how we do things. Before, we had to roll the dice with other call centers, which obviously had varying results. AI Agents have been nothing but consistent and reliable, I don’t think we’ll ever offshore our calls again.”
James Hummer
VP of Sales, Ethos
“Regal’s AI Phone Agent has been a game-changer for our sales calls. Its features seamlessly integrate into our workflow, allowing us to test, stay compliant, and improve our results at every stage.”
Robby Romance
Director, Strategic Partnerships, HealthBird
"Regal has helped us improve our sales per agent per day by 250%, improve our answer rates by 100%, and our conversion rates by 40%. As a result, we have been able to engage with more qualified prospects, verify their info for successful conversions, and drive additional revenue."
Michael-Rose Sandow
Director of Sales Operations, Kin Insurance
"Regal allows us to connect with more leads, have more meaningful conversations with those leads, and ultimately convert more leads into paying customers."
Kevin Heung
VP Performance Marketing, SoFi
"We've seen answer rates go up and success with Regal that delivers strong returns we can truly measure."
Jacques Rojahn
Head of Sales, Career Karma
"With Regal.io's journey builder and intelligent routing capabilities, we are able to streamline our outbound sales process. We are able to assign a prospective student to our coaching team to create a more consistent and impactful experience for our community."
William Lucas
Senior Manager, Club Z!
"Regal.io instantly doubled our answer rates and improved sales productivity. We have been able to consolidate what we used to do in three separate systems all into one place while personalizing our outreach to prospects."
Scott Chesrown
Co-Founder & COO, Perry Health
"Regal instantly made our enrollment team 4x more productive. Now that we have improved our speed to lead, we use Regal's AI-powered tools to personalize, measure and optimize the experience for each customer."
Leila Kutler
Senior Director, Strategy & Growth, Angi
"Regal allowed us to invest in a personalized conversational experience for our members, and to A/B test how to best support homeowners at key moments."
Manuj Goyal
Product Manager, The Farmer's Dog
"Starting a phone sales program to call our unconverted leads and existing customers was so straightforward with Regal. And we are seeing a 58% lift in conversion."
Sarah Haselkorn
VP Sales & Support, MakeSpace
"After launching Regal with Branded Caller ID on cell phones for our lead outreach calls, we saw a 20% lift in conversion at a 20x ROI within a week. We've been looking for a solution like this for years!"

About the integration

Zoho CRM is a cloud-based platform that helps businesses manage sales, marketing, and customer service. It streamlines lead tracking, automates workflows, and improves customer engagement.

FAQs

Can I send Zoho CRM leads to Regal automatically?

Yes! The Zoho + Regal integration uses Zoho Webhooks and Workflow Rules to automatically send new leads and profile updates to Regal in real time. This ensures your engagement campaigns always reflect the latest CRM data without manual work.

Can I trigger outreach in Regal when Zoho lead status changes?

Absolutely. You can configure workflow rules in Zoho to send lead updates—including status or opt-in changes—to Regal, so Regal can trigger timely SMS, call, or email engagement.

What data is shared from Zoho to Regal?

You can send customer traits like name, phone, email, and custom fields—along with opt-in status—so Regal can build accurate customer profiles and power personalized engagement based on your CRM data.

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