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Connect Zoho CRM and the leads your AI agent captures are created in Zoho CRM for you.

Connect

You sign in with your Zoho account. You don’t create a Zoho client or paste any keys.
  1. In ZynfoAI, go to Integrations, open the CRM & sales tab, find Zoho CRM and click Connect.
  2. Sign in to Zoho if asked, and allow ZynfoAI access to your contacts, leads and module settings.
You come back to the Integrations page, where the Zoho CRM card shows Connected.
Integrations page on the CRM & sales tab with the Zoho CRM card showing Connected and Manage, next to Freshsales and a HubSpot card marked Coming soon

The CRM & sales tab once Zoho CRM is connected.

Zoho keeps each account in one data centre. ZynfoAI works with accounts on zoho.com, zoho.eu, zoho.in, zoho.com.au, zoho.com.cn, zoho.jp and zoho.sa. Zoho accounts in Canada (zohocloud.ca) aren’t supported yet.

What’s sent

  • When: each new lead is sent automatically.
  • Needs: an email or a phone number. A lead with neither isn’t sent, and its CRM integration status shows it was skipped.
  • As: a Zoho CRM lead with first name, last name, email, phone, company and the lead source. Zoho requires a last name, so a one-word name is used for both.
  • Not sent: notes, lead score and the chat transcript.
ZynfoAI doesn’t update a lead it already sent to Zoho CRM. If the lead’s status, email or phone changes, or you choose Sync to CRM again, Zoho CRM gets another lead. Delete the extra ones in Zoho CRM.
To send a lead now, go to Leads, open the row’s menu (More actions for the lead’s name) and choose Sync to CRM. To send several, tick them and click Sync CRM. Open a lead to see its CRM integration status. See Leads.

Use Zoho CRM in a workflow

Add the Save to your CRM step to a workflow. In CRM, choose Zoho CRM, or leave the default app from Integration preferences on the Integrations page. Set Save as to New lead, then fill in Name, Email, Phone, Company and Notes with values from the chat. The step needs an email or a phone. Zoho CRM isn’t searched for an existing contact by email, so Contact saves a new record each time. Use New lead.

Disconnect

On the Integrations page, open More actions for Zoho CRM, choose Disconnect and confirm. ZynfoAI stops using Zoho CRM right away and deletes the settings saved for it. If Zoho CRM was your default CRM, the default is cleared. Leads already in Zoho CRM stay there.