Zoho CRM
AI-powered sales CRM for managing leads, contacts, accounts, deals, and sales pipelines.
Three ways to use Zoho CRM
Ask your specialist
Pull data, take actions, or answer questions with this integration, right 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.
Activate Blueprint
To publish Blueprint draft or to republish Blueprint draft or to activate a previously deactivated Blueprint in your Zoho CRM organization.
Activate Cadence
Activates a published cadence so it begins enrolling records.
Activate Connected Workflow
To activate or publish a connected workflow, making it operational in your Zoho CRM account.
Activate Data Sharing Rule
To activate a specific data sharing rule in your Zoho CRM organization.
Activate Kiosk
To activate a Kiosk that is in draft or inactive state in Zoho CRM. Once activated, the Kiosk becomes active and can be used for data collection. Activate a Kiosk after configuring its states and before using the Execute a Kiosk API.
Activate Layout
Activates a single deactivated layout, making it available for use within the specified 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