Zoho CRM has three activity types. A Task is a to-do item with a due date and priority, such as “Send follow-up email” or “Prepare demo”. A Call Log records a phone call with a duration, outcome, and notes. A Meeting or Event is a scheduled meeting with a start and end time that can be synced with Zoho Calendar and Google Calendar.
All three activity types are linked to the specific Lead, Contact, Deal, or Account they relate to and appear in the associated record’s timeline.
Activities can trigger Workflow Rules. For example, when a Call Log is created with the outcome “Not Reached”, a workflow can automatically update the Lead Status to “Attempted to Contact” and create a follow-up task for the next day. This reduces manual data entry and keeps records up to date automatically.
An Activity in Zoho CRM is a logged interaction with a CRM record, including Tasks (to-do items), Call Logs (recorded phone calls), and Meetings/Events (scheduled appointments). Activities build the full interaction history for every lead, contact, deal, and account.
Yes. Meetings and Events in Zoho CRM can sync bidirectionally with Google Calendar and Zoho Calendar. When you create a meeting in CRM, it appears in the synced calendar, and events created in the external calendar can appear as Activities in CRM.
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