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Zoho Crm

Use Zoho Crm with AI Agents

Zoho

Zoho CRM streamlines sales, marketing, and customer service processes to enhance business productivity and customer engagement

CRMOne click sign inVerified

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

AI Agent use cases for Zoho Crm

AI agents can leverage Zoho CRM to automate lead scoring and assignment, ensuring that high-priority leads are promptly addressed by the sales team. They can also use the platform's workflow automation to streamline follow-ups and updates, freeing human resources for more strategic tasks. Furthermore, AI agents can analyze sales data within Zoho CRM to predict sales outcomes and provide dynamic recommendations to sales teams, enhancing their decision-making capabilities.

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.

4 inputs

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.

3 inputs

Get Object

Retrieves detailed record information from Zoho CRM using a unique record ID.

2 inputs

List Fields

Retrieves detailed metadata of all fields within a specified Zoho CRM module.

1 input

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.

12 inputs

Search Objects

Searches and retrieves Zoho CRM records that match specified criteria across modules.

2 inputs

Update Object

Updates specified records within a Zoho CRM module with new field data.

1 input

Upload Attachment

Uploads a file attachment to a specified Zoho CRM record using a URL or local file path.

3 inputs