Zoho CRM

Zoho CRM

CRM & Sales

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.

Access Mode
Read & Write
Setup Time
~5 minutes
Auth Method
OAuth 2.0
Coming Soon

Connect Zoho CRM to JoySuite

Enable your AI assistants to access CRM data, track customer relationships, and accelerate sales workflows.

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What Your Assistants Can Access

JoySuite securely connects to Zoho CRM, making these resources available to your AI assistants.

🎯

Leads

Access lead records, sources, and conversion status.

Lead Name Company Source Status Owner
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Contacts

View contact information and relationship history.

Name Email Phone Account Owner
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Accounts

Access company records, hierarchies, and details.

Account Name Industry Revenue Type Owner
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Deals

View deal records, pipeline stages, and forecasts.

Deal Name Amount Stage Closing Date Owner
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Activities

View tasks, calls, meetings, and events.

Subject Type Due Date Status Related To
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Notes

Access notes attached to records across modules.

Content Author Date Parent Record

Connector Commands

Use these specialized commands to interact with your Zoho CRM data directly in conversations.

/zoho lead

Get Lead

Retrieve lead details and conversion history.

/zoho contact

Get Contact

View contact details and associations.

/zoho account

Get Account

Access account details and related records.

/zoho deal

Get Deal

Retrieve deal details and stage history.

/zoho search

Search Records

Search across Zoho CRM modules with filters.

/zoho create

Create Record

Create new leads, contacts, or deals.

Example Prompts

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?

Lead Analysis Source Tracking Conversion Metrics
"

Find all deals closing this quarter over $25K. Which accounts are these with?

Pipeline Query Account Mapping Revenue Forecast
"

Pull up contacts at GlobalTech. What's our engagement history?

Contact Lookup Activity History Relationship View
"

What's my team's lead response time this month? Are we hitting our SLA?

Performance Metrics SLA Tracking Team Analysis

Cross-System Intelligence

Combine Zoho CRM data with other connected systems for deeper insights.

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CRM + Slack

Surface Zoho account and deal details when mentioned in Slack.

Instant context in conversations
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CRM + Email

Connect Zoho records with email for complete communication history.

Unified email integration
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CRM + Projects

Link deals with project management tools for implementation tracking.

Sales to delivery handoff
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CRM + Documents

Connect Zoho with document storage for proposals and contracts.

Document context for deals

Permissions & Access Control

You control exactly what JoySuite can access within Zoho CRM.

Default

Read Access

Standard access level for searching and retrieving data.

  • Search and query records
  • View record details and history
  • Access related records and associations
  • View reports and dashboards
Optional

Write Access

Extended permissions for creating and modifying records.

  • Create new records
  • Update existing records
  • Add notes and activities
  • Manage associations

Connect in Minutes

1

Click Connect

Select Zoho CRM from the connector library

2

Authorize

Log in and approve the connection

3

Configure

Choose which data to sync

4

Start Asking

Query your data with natural language

Related Connectors

These connectors work great alongside Zoho CRM.

Ready to Connect Zoho CRM?

Give your AI assistants access to your Zoho CRM data. Get started in minutes.

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