How do I connect Zoho CRM?

What it gives you

The Zoho CRM integration adds CRM steps to your agents: they find, add and update leads and contacts; create accounts; convert leads; read and update deals; and leave notes and tasks.

Records aren't created on their own: only by a step you add to the flow, or by an action you turn on in the “Integrations” tab of the AI Assistant step.

Connecting requires the Owner or Admin role.

Connecting

1. On the Integrations → Zoho CRM page, press “Connect to Zoho CRM”.
2. Sign in with your Zoho account; if you have more than one Zoho CRM organization, choose the one to connect, and give access.

Steps work with the connecting person's access in Zoho CRM: they're limited to the records that person can see and change. Connect with a user who has wide access to your records.

The connection goes to whichever data center your Zoho account is in; you don't need to choose anything.

Leads and contacts

In the lead or contact field, you can write the record's ID or email address; a variable that holds the visitor's email is enough.

The last name is required in Zoho CRM. If you collected the visitor's name in one field, you can put the whole name in the last name field.

If a record with that email already exists, “Create lead” and “Create contact” go to the error branch. On the error branch, use the update step with the same email.

For other fields in Zoho CRM, write one “Field: value” per line in “Other fields”. For dropdowns, you can write the option's name; several options are separated by “;”. If you write a field Zoho CRM doesn't have, the step goes to the error branch.

Conversion and deals

“Convert lead” turns the record into a contact and its company into an account. If you enter a deal name, a deal is opened too; then the closing date and stage are needed as well.

A converted lead can't be converted again; the step goes to the error branch. “Get lead” reads a converted record by its ID and says so in the “Converted” output.

When a lead is converted, its tasks move to the new contact and deal.

“Update deal” takes the stage by its name in Zoho CRM; it can change the amount, closing date, contact and account.

Searching

Search steps look in fields such as name, email, phone and company; 100 records at most. The search text must be at least two characters; if left empty, the newest records come back.

A record that was just added or changed can take a few minutes to show up in searches; steps that find a record by email aren't affected.

Converted leads don't show up in searches.

Notes and tasks

A note is linked to the lead, contact, account or deal you name and shows in the record's notes. A note belongs to one record; fill in only one of these four fields.

A task can be linked to a contact and to one lead, account or deal; a task linked to a lead can't also be linked to a contact. You can assign the task to someone in the “Owner” field.

The “Delete task” step doesn't run until its confirmation box is ticked; a deleted task goes to the recycle bin in Zoho CRM.

Removing

Press “Disconnect”; Zoho CRM steps in your agents stop, and Agenola's access in Zoho is removed too. Your records stay in Zoho CRM.