CRM & Business Tools

Zoho

Integrate with Zoho CRM to automate customer interactions, manage leads, and sync conversation data. Connect your AI agent to Zoho's comprehensive business suite.

Features

  • CRM integration
  • Lead management
  • Contact sync
  • Deal tracking
  • Custom modules
  • Webhook support

Requirements

  • Zoho account
  • API credentials
  • OAuth tokens
  • Webhook endpoint

Setup

  1. 1Create Zoho API client
  2. 2Get client ID and secret
  3. 3Connect "Zoho" integration
  4. 4Authorize Zoho access
  5. 5Configure module mappings
  6. 6Set up sync rules
  7. 7Test integration

Authentication

OAuth 2.0