Integration · CRM
AI agents for Zoho CRM
Create or update leads, add contacts, and search or read records in any Zoho CRM module, in the data center where the Zoho account lives.
- Actions
- 4
- Read
- 2
- Write
- 2
Actions
What your agents can do in Zoho CRM
4 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 2
Look things up. Nothing changes.
Search records
Searches one module (Leads, Contacts, Accounts, Deals or any other) by email, phone, a word, or criteria like (Last_Name:equals:Burns) and (Lead_Source:equals:Web).
Get a record
Reads one record by its module and ID: every field, or only the ones named.
Write 2
Create, change or send.
Create or update a lead
Creates a lead, or updates the one Zoho CRM finds as a duplicate (by email when one is given, else by the module's unique fields).
Create a contact
Adds a contact with a last name and optional first name, email, phone, title, the account it belongs to and a mailing address.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Sign in with Zoho and approve access (OAuth).
Settings
- Data center
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Zoho CRM data
Ask a question in plain words. The agent can search records or get a record in Zoho CRM, then answers with what it found.
- 02
Let an agent update Zoho CRM
Have the agent create or update a lead or create a contact in Zoho CRM as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Zoho CRM and Slack: it can search records in Zoho CRM and post a summary to a Slack channel in the same run.
Works well with
More CRM tools
- HubSpot5 actionsCreate and update contacts by email, find contacts, and open deals and companies in a HubSpot CRM.
- Salesforce5 actionsFind records with SOQL, create leads and opportunities, and create or update contacts by email in a Salesforce org, production or sandbox.
- Pipedrive4 actionsAdd people and deals, attach notes, and search people in a Pipedrive company account.
- Attio4 actionsCreate or update people and other records, add notes, and list records with filters in an Attio workspace.
- Apollo.io4 actionsFind prospects in Apollo's database by title, company or domain, enrich a person or a company, and save people as contacts in your Apollo team.
- Affinity CRM16 actionsFind people, organizations and opportunities, see relationship and interaction history, add records to pipeline lists, set list fields such as Status, and log notes and reminders in Affinity.
FAQ
Zoho CRM and MyDeepAgents
Can MyDeepAgents connect to Zoho CRM?
Yes. The Zoho CRM connector has 4 actions: 2 read and 2 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Zoho CRM?
Sign in with Zoho and approve access (OAuth). The connection also asks for: Data center. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Zoho CRM without asking?
Only if you let it. Each of the 2 actions that change data can be set to wait for a person's approval before it runs.
Can I use Zoho CRM in workflows as well as agents?
Yes. Every Zoho CRM action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Zoho CRM to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.