Use Zoho CRM with AI
Connect nowUpdate leads and contacts. Other Zoho products connect separately.
CRM & pipeline
Using Zoho CRM in an agency
Zoho CRM is only the CRM. Zoho Mail and Zoho Books are other connections. An agency that uses all three should connect all three and keep the jobs apart: mail for the reply, CRM for the record, Books for the invoice. None of them moves money from KeyAccess.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadFind leads and contacts
- Update recordsAdd notes, tasks and updates
Example requests
Opens as a draft in your workspace once this is available. Nothing is sent by choosing one.
- “Add today’s viewing feedback to the right buyers and create tomorrow’s follow-ups.”Ambiguous matches come to you for review.
Before you connect
- Account you’ll need
- A Zoho CRM account
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Known limits
- Connects Zoho CRM only. Other Zoho products connect separately.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Connect with browser login
Use browser login for compatible tasks in your CRM. We’ll check what your assistant can do after you connect.
Questions
What account does Zoho CRM need?
A Zoho CRM account
Will a bot change Zoho CRM without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
What are the limits with Zoho CRM?
Connects Zoho CRM only. Other Zoho products connect separately.
Is KeyAccess an official Zoho CRM partner?
No. You connect an account you or your agency already have, through Zoho CRM’s own sign-in, where that connection is in the catalogue.