Zoho CRM
AI-powered sales CRM for managing leads, contacts, accounts, deals, and sales pipelines.
Three ways to use Zoho CRM
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Zoho CRM.
Add Tags to Records
Add tags to one or more records, or to a single record by ID.
Clone Record
Clone an existing record with all its field values, optionally modifying fields on the clone.
Convert Lead
Convert a lead into a contact, account, and optionally a deal.
Create Note
Create a note attached to a specific record in any CRM module.
Delete Records
Delete one or more records by IDs from any CRM module (max 100 per call).
Delete Specific Record
Delete a single record by its ID from any CRM module.
Supported triggers
Start a workflow when something happens in Zoho CRM.
New Lead in Zoho CRM
Triggers when a new lead is created in Zoho CRM
New Contact in Zoho CRM
Triggers when a new contact is created in Zoho CRM
New Company in Zoho CRM
Triggers when a new company (account) is created in Zoho CRM
New Task in Zoho CRM
Triggers when a new task is created in Zoho CRM
New User in Zoho CRM
Triggers when a new active user is added to your Zoho CRM account
Updated Lead in Zoho CRM
Triggers when a lead is updated in Zoho CRM
Get started automating Zoho CRM
Ready-to-use workflows
Prompts using Zoho CRM
Daily Zoho CRM deal pipeline sync to Google Sheets
Every morning at 6am, mirror your full Zoho CRM deal pipeline into a Google Sheets tab so finance, ops, and execs can build dashboards without a CRM seat.
Dormant Zoho CRM lead re-engagement drafts in Gmail
Every weekday at 9am, find Zoho CRM leads that have gone quiet for 21 to 60 days and stage a personalized re-engagement email as a Gmail draft for the owner.
Monday morning stalled Zoho CRM deal digest to Slack
Every Monday at 8am, surface stalled Zoho CRM deals by stage, rank them by value at risk, and post a prioritized hit list to your sales Slack channel.
Close Zoho CRM deals automatically when Stripe payments land
When a Stripe payment succeeds, find the matching open Zoho CRM deal, mark it closed-won with the real amount, and post a celebration in Slack.
