Zoho CRM

Connect Zoho CRM once. Every agent in the workspace can use it. Access keeps the credential.

Connect Zoho CRM once. Every agent in the workspace can use it. Access keeps the credential.

Connect

Resources → New → Zoho CRM, or ask Chat:

Connect Zoho CRM.

You’ll need the URL of your Zoho CRM instance and an API token / personal access token. Access keeps the credential.

Keep it safe

Start read-only. Allow writes when the job needs them.