Skip to main content

​
Overview

Connect Zoho CRM to manage leads, contacts, and deals.

​
Setup

1

Deploy

Dashboard → Integrations → Connectors → Find Zoho CRM → Deploy
2

Add to Agent

Agent → Tools tab → Add Tool → Select Zoho CRM
3

Configure

Sign in to Zoho and grant access (OAuth)
4

Test

Playground: “Show me open leads”

​
Example Usage

User: "Create a lead: Sarah Johnson from TechStart"

Agent: Created Zoho CRM lead:
       "Sarah Johnson" - TechStart

​
Integration Example

With Gmail: 
User: "Add all new email contacts to Zoho CRM"

Agent: *searches Gmail for new contacts*
       *creates Zoho leads*

       Created 6 leads in Zoho CRM from Gmail

​
Next Steps

HubSpot

Alternative CRM

Pipedrive

Sales pipeline