By connecting Zoho CRM, your agent can sync leads and deals from your conversations with your Zoho CRM account, and you gain tools so the agent can look up and write to Zoho while chatting with a customer — for example, checking whether a contact with that email already exists before creating a duplicate one.
What you getBy connecting Zoho CRM, your agent can sync leads and deals from your conversations with your Zoho CRM account, and you gain tools so the agent can look up and write t…
Before you startNotice — The authorization code expires in 3 minutes Unlike HubSpot or Brevo, connecting Zoho has a step against the clock: the authorization code Zoho generates expi…
In Zoho: creating the Self Client and the authorization codeRequirements: a Zoho CRM account with access to api-console.zoho.com (section 2).
In Platform: connecting Zoho CRMRequirements: Admin role; the four values from section 3, copied and ready BEFORE generating the authorization code (remember: it expires in about 3 minutes).
Which actions to activate, and for whomConnecting Zoho CRM doesn't activate anything on its own: both panel actions and agent tools are born off — the same "nothing on by default" principle that go…
Testing the connectionWith Zoho CRM already connected, the detail's Status tab includes a Test connection button that checks, on the spot, that the saved token is still valid against Zoho'…
Using it from the agent and from flowsWith the tools activated (section 5), your agent can look up and write to Zoho CRM while chatting.
Common problemsCan I connect more than one Zoho account?
Disconnecting Zoho CRM and what happens to your dataRequirements: Admin role.