A Zoho AI Agent That Works In Zoho CRM For Your Team
Ask in plain words and your agent finds the lead, updates the deal, adds the note or pulls the numbers from Zoho CRM, then tells you where it made the change.
From $10/month 30 days free No credit card
What Your Agent Does In Zoho
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Updates Leads And Deals
Change a lead status, convert a lead or move a deal stage by asking, using the values already set up in your Zoho CRM.
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Adds Notes And Tasks
Meeting notes go onto the right record, and promised follow-ups become Zoho tasks with owners.
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Answers Questions About Your Pipeline
“How many new leads came in from the website this week?” comes back as a number and a short list.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Zoho for you, with your own login, and reports back in the thread.
- Add a note to the Rivera lead: wants a quote for three locations.
- Show me deals closing this month with no activity in ten days.
- Create a task for Alex to call back every lead from yesterday’s webinar.
Use Zoho With Octopus Prime
- Open Settings › Connections, choose Zoho and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Zoho for you without ever seeing your password.
- Choose which agents can use Zoho: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Zoho And Your Agents
Does it change my Zoho CRM setup?
No. The agent works with records. It uses the fields and picklist values you already have and doesn’t change settings.
Which Zoho data center does it use?
The one your Zoho account signs in to; you pick your account on Zoho’s own sign-in page.
Does my agent see my Zoho password?
No. Your Zoho login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Zoho, at any time in Settings.
More CRM And Sales Apps
All CRM Apps-
Salesforce
Opportunities updated after every call. -
HubSpot
Contacts, deals and follow-ups kept current. -
Pipedrive
A pipeline that updates itself after every call. -
Apollo.io
Tasks, replies and account research handled. -
Attio
Records and lists that update themselves. -
Capsule CRM
Contacts, notes and tasks kept current.
Put An Agent To Work In Zoho. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
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