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Zoho CRM integration

Customer relationship management software. Use Zoho CRM from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withNew Contact
  2. ZoftAgent or workflow decides what happens next
  3. Then in Zoho CRMRead file
  4. AndCustom API Call
Illustrative flow built from Zoho CRM’s real triggers and actions.

Zoft + Zoho CRM

What Zoft can do with Zoho CRM.

  • 01Voice agentsA phone agent can use Zoho CRM actions such as Read file and Custom API Call during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Zoho CRM while it talks to the customer.
  • 03WorkflowsStart a workflow when “New Contact” happens in Zoho CRM, or use Zoho CRM as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Zoho CRM actions on its own, and ask for your approval before it sends or changes anything important.

Actions 2

Things Zoft can do in Zoho CRM.

  • Read fileDownload a file content from Zoho CRM. e.g.: a Backup File
  • Custom API CallMake a custom API call to a specific endpoint

Triggers 1

Events in Zoho CRM that can start a workflow.

  • New ContactTriggers when a new contact is created

Setup

Connect Zoho CRM in three steps.

  1. 01ConnectChoose Zoho CRM in Connections and approve access in the Zoho CRM sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd Zoho CRM as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

More sales and crm integrations.

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FAQ

Zoho CRM on Zoft, answered.

What can Zoft do with Zoho CRM?

Zoft supports 2 actions and 1 trigger for Zoho CRM. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Zoho CRM to Zoft?

Choose Zoho CRM in Connections and approve access in the Zoho CRM sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Zoho CRM?

Yes. Once Zoho CRM is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Zoho CRM without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Zoho CRM to work in your operation.

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