Zoho CRM integration
Zoho CRM is a cloud-based customer relationship management software designed to help businesses manage their sales, marketing, and support in a single platform.
Set up Zoho CRM in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
1
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
2
Connect your Zoho CRM account
In Relevance AI, open Integrations and add Zoho CRM. You will be sent to Zoho CRM to sign in and approve access, and the connection is stored against your workspace.
3
Call Zoho CRM from an agent
Create a tool and add an API tool step. Your agent can call any Zoho CRM endpoint using the account you just connected.
Put Zoho CRM to work in your agents
Connect Zoho CRM alongside 1,800+ other integrations and let your agents run the busywork.