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- Zoho CRM
Zoho CRM integration: visitors from the chat are saved in Zoho CRM as leads
Agenola's Zoho CRM integration connects your agent to your Zoho CRM: the agent finds the visitor in your leads and contacts by email, adds them as a new lead if they aren't there, leaves their answers as a note and opens a follow-up task for your team. It can convert a lead into a contact, an account and a deal, and read and update deals. It connects with your Zoho account in one click.
How it works
Zoho CRM steps are added to a flow or turned on in the Integrations tab of the AI Assistant step. In every step, a lead or contact is found by ID or email address; the email the visitor gives is enough.
Other fields in Zoho CRM go in the "Other fields" field, by the name they show in Zoho; for dropdowns, the option's name is enough.
A note is linked to the lead, contact, account or deal you name and shows in the record's notes. What the visitor writes is saved as plain text.
- If a lead with that email already exists, "Create lead" goes to its error branch; on that branch you can use "Update lead" with the same email. That way the same visitor isn't added twice.
- "Convert lead" turns the record into a contact and an account; if you enter a deal name, closing date and stage, it opens a deal too.
- You can write a deal's stage by its name in Zoho CRM.
- Steps work with the connecting person's access in Zoho CRM and see only the records that person can see.
- The step that deletes a task doesn't run until the confirmation box on the step is ticked.
What it does
This list is generated from the same source as the Zoho CRM page in the dashboard: if it isn't listed here, we don't do it with Zoho CRM. Flow steps live in the flow editor under Add step → Integrations → Zoho CRM.
LeadAction · Flow step5
Create lead
Adds a new lead; the last name is required. If a lead with this email already exists, the step fails with “Record already exists”; use Update lead with the email instead.
Get lead
Reads the lead's name, email, phone, company, status and Zoho CRM page. The lead is found by ID or email address.
Update lead
Changes the fields you fill in and leaves the others as they are. The lead is found by ID or email address.
Search leads
Searches names, emails, phone numbers and companies, and returns the matches as a list. If you enter an email address, only emails are searched. With no search text, it returns the newest leads.
Convert lead
Turns the lead 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.
ContactAction · Flow step5
Get contact
Reads the contact's name, email, phone, job title, account and Zoho CRM page. The contact is found by ID or email address.
Create contact
Adds a new contact; the last name is required. If a contact with this email already exists, the step fails with “Record already exists”; use Update contact with the email instead.
Update contact
Changes the fields you fill in and leaves the others as they are. The contact is found by ID or email address.
Search contacts
Searches names, emails and phone numbers, and returns the matching contacts as a list. With no search text, it returns the newest contacts.
Get contact's deals
Returns the deals linked to the contact as a list.
AccountAction · Flow step3
Get account
Reads the account's name, website, phone, city and Zoho CRM page.
Create account
Adds a new account.
Search accounts
Searches account names, websites and phone numbers, and returns the matches as a list. With no search text, it returns the newest accounts.
DealAction · Flow step4
Get deal
Reads the deal's name, amount, stage, pipeline, closing date and Zoho CRM page.
Get deal with custom fields
Reads the deal, and as a list the values of the fields your team added in Zoho CRM.
Update deal
Changes the fields you fill in and leaves the others as they are. Choosing a stage of another pipeline moves the deal there.
Search deals
Searches deal names and other searchable fields, and returns the matches as a list. With no search text, it returns the newest deals.
NoteAction · Flow step3
Add note
Adds a note to the lead, contact, account or deal you name; it shows in the record's notes. A note belongs to one record: fill in only one of these four fields.
Get note
Reads a note's title, text, the record it belongs to and its date.
Get notes
Returns the notes of the record you name as a list, newest first. With no record, it returns the newest notes.
TaskAction · Flow step5
Create task
Opens a task for your team; optionally assigns it to someone and links it to a contact and to one lead, account or deal. A task linked to a lead can't also be linked to a contact.
Get task
Reads the task's subject, status, priority, due date and description.
Update task
Changes the fields you fill in and leaves the others as they are. To close the task, choose the completed status.
Delete task
Deletes the task; it goes to the recycle bin in Zoho CRM.
Get tasks
Returns tasks as a list, newest first; you can filter by status, owner and linked record.
Example conversations
Visitor: I'd like a price for bulk licenses for our team. My name is Deniz Aydın, my email is deniz@example.com.
Agent: Thanks, Deniz. How many people is the team?
Visitor: 25 people.
Agent: Noted; our sales team will get in touch with you about a quote for 25 people.
Behind the scenes: "Create lead" adds Deniz to Zoho CRM. "Add note" writes the team size on the record, and "Create task" opens a call-back task for the sales team.
Visitor: I got a quote last week, what's the status? My email is can@example.com.
Agent: Your quote is at the "Proposal sent" stage; the amount is $12,000 and the closing date is November 30. If you have questions, I can pass them to the team.
Behind the scenes: "Get contact's deals" finds the contact by email and gets their deals; the agent reads the deal's stage, amount and closing date.
Visitor: We approve your quote; can you send the contract? My email is ece@example.com.
Agent: Great. I've passed it on to our team; they'll contact you about the contract.
Behind the scenes: "Convert lead" turns Ece into a contact and their company into an account, and opens a deal with its closing date and stage; "Create task" leaves a contract task for the team.
Setup
- 1In Agenola, go to Integrations → Zoho CRM, press "Connect to Zoho CRM" and give access with your Zoho account; if you have more than one organization, choose the one to connect.
- 2Add Zoho CRM steps in the agent editor; in the lead or contact field, write the variable that holds the visitor's email.
- 3In note and task steps, choose which lead, contact, account or deal the record is linked to and who the task is assigned to.
Detailed setup: How do I connect Zoho CRM?
Permissions and where your data goes
- Sent to Zoho CRM: the fields you fill in on the step (such as the visitor's name, email and phone), note and task texts, and the records to link.
- Read from Zoho CRM: the lead, contact, account, deal, note and task details the step asks for; for the step's lists, users, stages, source, status and priority options, and field definitions.
- Permissions requested: create, read and update leads, contacts and accounts; read and update deals; add and read notes; create, read, update and delete tasks; read users, organization details and field settings; search. No permission to delete leads, contacts, accounts or deals is requested.
- Steps work with the connecting person's access in Zoho CRM. Connection details are stored encrypted on the server. Only the workspace owner and admins set up or remove the connection; removing it also removes Agenola's access in Zoho, and your records stay in Zoho CRM.
Related integrations
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Klaviyo
Your agents save visitors as Klaviyo profiles, add them to your list or subscribe them, and record events on their profile.
Mailchimp
Your agents add the visitor to your Mailchimp audience, tag them and leave notes and events on the contact.
Brevo
Your agents add visitors to your Brevo list and leave notes on the contact's card.
GetResponse
Your agents add the visitor to your GetResponse list, tag them and send events that start your automations.
Omnisend
Your agents add visitors to your Omnisend contacts, subscribe and tag them, and send events that start your automations.
HubSpot
Your agents find or add the visitor in your HubSpot contacts, update deals, and leave notes and tasks for your team.
Frequently asked questions
Can a visitor see someone else's Zoho CRM record?
The visitor's identity isn't verified: someone who types another person's email can see what the step reads. So you choose which of the step's outputs are shown to the visitor; show details such as a phone number or a deal amount only when needed.
Is a second lead opened with the same email?
No. "Create lead" and "Create contact" look up the email first; if a record exists, they go to the error branch and you can update the existing record.
Can I use my own fields in Zoho CRM?
Yes. In the "Other fields" field you write the field's name as it shows in Zoho CRM and its value; for dropdowns, the option's name is enough. "Get deal with custom fields" reads the values of the fields your team added.
My Zoho account is in Europe; does it work?
Yes. Zoho keeps every account in one data center; the connection finds your account's data center itself. Zoho in China (zoho.com.cn) isn't supported.