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Use Zoho Crm with AI Agents
Zoho
Zoho CRM streamlines sales, marketing, and customer service processes to enhance business productivity and customer engagement
Zoho CRM is a comprehensive platform that automates routine sales, marketing, and customer service tasks, allowing businesses to focus on building strong customer relationships. It offers features like lead management, deal management, and contact management to optimize sales processes. Additionally, it provides workflow automation and customizable modules to fit specific business needs. By automating tasks and providing real-time insights, Zoho CRM helps businesses make tactical decisions and improve overall efficiency. It also ensures data security and compliance, making it a reliable choice for businesses seeking to boost sales and enhance customer service
Agent Actions with Zoho Crm
These are the specific actions that AI agents can perform with this tool
Convert Lead
Converts a lead record into a contact and optionally associates it with an account within Zoho CRM.
Create Object
Creates a new record in a specified Zoho CRM module with provided field data
Download Attachment
Retrieves an attachment from Zoho CRM, stores it temporarily, and provides the file path for subsequent use.
Get Object
Retrieves detailed record information from Zoho CRM using a unique record ID.
List Fields
Retrieves detailed metadata of all fields within a specified Zoho CRM module.
List Modules
Retrieves a comprehensive list of all modules configured in your Zoho CRM account.
List Objects
Retrieves a list of records from a specified Zoho CRM module to access relevant business data.
Search Objects
Searches and retrieves Zoho CRM records that match specified criteria across modules.
Update Object
Updates specified records within a Zoho CRM module with new field data.
Upload Attachment
Uploads a file attachment to a specified Zoho CRM record using a URL or local file path.