Zoho CRM
by Zoho Corporation
Connect agents to Zoho CRM to manage leads, contacts, accounts, deals, and automate sales workflows.
Sådan bruger agenter Zoho CRM
- ✓Score and classify incoming leads based on form data and behavior
- ✓Convert qualified leads to contacts and create deals automatically
- ✓Enrich CRM records with data from external sources
- ✓Generate sales pipeline reports by querying deal stages
- ✓Sync contacts between Zoho CRM and marketing platforms
Agenthandlinger
Input: module, fields, criteria, sortBy, sortOrder, perPage, page
Returnerer: records, total, moreRecords
Input: module, recordId
Returnerer: record, id
Input: module, data
Returnerer: recordId, status, code
Input: module, recordId, data
Returnerer: status, record
Input: module, criteria, word, email, phone, perPage
Returnerer: records, total
Input: leadId, createDeal, dealName, dealAmount
Returnerer: contactId, accountId, dealId
Eksempel på workflows
Lead scoring and routing
Agent evaluates new leads and updates scores and assignments automatically
Om Zoho CRM
- Leverandør
- Zoho Corporation
- Pris Tjek altid detaljer med udbyderen
- Gratis / Betalt — Free plan: up to 3 users. Standard from $14/user/month. Enterprise from $40/user/month.
- Godkendelse
- OAuth 2.0
- Hastighedsgrænse Tjek altid detaljer med udbyderen
- 60 anmodninger / minut
- Kompatible noder
- AgentResourceInputOutput
- Hjemmeside
- https://www.zoho.com/crm
Byg et AI-workflow med Zoho CRM
Brug Agentic Planner til at designe, visualisere og forbinde Zoho CRM med dine andre værktøjer.
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