01
One customer, two systems
The conversation lands in Cloodot, the record lives in Zoho — Copilot reads across both so an agent answers with the account history rather than asking for it.
Integrations · CRM & sales
Zoho CRM in the conversation.
Zoho's CRM — often the system of record for teams already running the wider Zoho suite. Connect it once and your copilot works with leads, contacts, accounts, deals and modules you define yourself without leaving the thread — and your workflows can act on it while the customer is still typing.
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Zoho CRM
CRM & sales
01 · COPILOT
Ask for it in plain language. It does the Zoho CRM part.
Copilot rides inside the inbox. With Zoho CRM connected it reads leads, contacts, accounts, deals and modules you define yourself and acts on them from the same panel as the conversation — no second tab, no copying an order number across.
- Look up a lead or contact by email or phone
- Read a deal and the module fields around it
- Create or convert a lead
- Update a record, including custom modules
- Attach a note to a record
- Search a module for records matching a criterion
What a specific connection exposes is decided by Zoho CRM, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.
02 · WORKFLOWS
Something happens in Zoho CRM. A workflow starts.
Once Zoho CRM is connected, its events show up in the workflow editor's trigger picker, and the fields the event carries become variables every later step can read — so the message you send is written from what actually happened.
- A lead is created
- A deal is updated
- A record is deleted
The picker is the authority on which events your Zoho CRM connection publishes — these are the kinds that apps of this sort emit.
03 · THE AI AGENT STEP
One step that decides which Zoho CRM tools to call.
A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.
You declare the output
The rows you name become the variables downstream steps read, so a branch can test what Zoho CRM said.
You cap the effort
A step budget and a model tier per node — the loop stops where you told it to.
Only what you switched on
The loop can call the Zoho CRM tools you left enabled and nothing else.
What teams do with it
Two ways Zoho CRM earns its connection.
02
Custom modules included
Zoho teams rarely stop at the default modules. A workflow can read and write yours, so a "Service Contract" or a "Site Visit" is updated from the same conversation that changed it.
Setup
Connect Zoho CRM in about a minute.
- 1
Open Settings → Apps
It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.
- 2
Find Zoho CRM in Browse
The catalogue runs to hundreds of apps and is searchable. Connect Zoho CRM from its card.
- 3
Authorize with your own Zoho CRM account
You sign in on Zoho CRM's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.
- 4
Choose the tools it may call
Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.
Zoho CRM questions.
How do I connect Zoho CRM to Cloodot?
Open Settings → Apps in Cloodot, switch to Browse, and search for Zoho CRM. Connecting it opens Zoho CRM's own sign-in and consent screen; when you come back, the app is listed as Connected and your copilot can use it. Nothing is installed and no keys are pasted into Cloodot.
What can Cloodot do in Zoho CRM?
Work of this kind: look up a lead or contact by email or phone; read a deal and the module fields around it; create or convert a lead; update a record, including custom modules; attach a note to a record; search a module for records matching a criterion. The exact list depends on what your Zoho CRM account is allowed to do — Settings → Apps shows every tool the connection actually exposes.
Can I limit which Zoho CRM tools Cloodot may use?
Yes. Open the connection and every tool it exposes is a switch, searchable by name. A tool you switch off is out of reach from the next question onward, so a read-only Zoho CRM connection is a matter of leaving the writes off.
Can an event in Zoho CRM start a Cloodot workflow?
Yes. Events like a lead is created, a deal is updated, a record is deleted appear in the workflow editor's trigger picker once Zoho CRM is connected, and the event's own fields become variables the rest of the workflow can read.
Who in my team can connect Zoho CRM?
Anyone in the organization — Apps is not restricted to admins and owners, because which apps a copilot can reach is part of doing the job. The connection carries the permissions of the Zoho CRM account that authorized it, so a crm & sales connection is only ever as broad as the account behind it.
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Try the whole thing, today.
Start free. Connect a channel, train an agent on your own content, and you'll have a working deployment in your inbox the same afternoon.