Connect Zoho CRM to JoySuite and give your AI assistants access to your customer data. Query leads, contacts, accounts, and deals using natural language to streamline your sales operations.
JoySuite securely connects to Zoho CRM, making these resources available to your AI assistants.
Access lead records, sources, and conversion status.
View contact information and relationship history.
Access company records, hierarchies, and details.
View deal records, pipeline stages, and forecasts.
View tasks, calls, meetings, and events.
Access notes attached to records across modules.
Use these specialized commands to interact with your Zoho CRM data directly in conversations.
Retrieve lead details and conversion history.
View contact details and associations.
Access account details and related records.
Retrieve deal details and stage history.
Search across Zoho CRM modules with filters.
Create new leads, contacts, or deals.
See how your team can leverage Zoho CRM data with natural language queries.
Show me all leads from the trade show last month. How many have been converted?
Find all deals closing this quarter over $25K. Which accounts are these with?
Pull up contacts at GlobalTech. What's our engagement history?
What's my team's lead response time this month? Are we hitting our SLA?
Combine Zoho CRM data with other connected systems for deeper insights.
Surface Zoho account and deal details when mentioned in Slack.
Connect Zoho records with email for complete communication history.
Link deals with project management tools for implementation tracking.
Connect Zoho with document storage for proposals and contracts.
You control exactly what JoySuite can access within Zoho CRM.
Select Zoho CRM from the connector library
Log in and approve the connection
Choose which data to sync
Query your data with natural language
These connectors work great alongside Zoho CRM.
Give your AI assistants access to your Zoho CRM data. Get started in minutes.
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