Agentic Service Discovery

Resources

Z

Zoho CRM

by Zoho Corporation

Connect AI agents to Zoho CRM to manage leads, contacts, deals, and marketing-sourced records — automate sales and marketing handoffs end to end.

CRMGratis / BetaltOAuth 2.0crmleadscontactsdealssalespipelinemarketingmarketing-automation

Sådan bruger agenter Zoho CRM

  • Marketing AI agents score and classify incoming leads based on campaign source, form data, and behavior
  • Sync marketing campaign responses into Zoho CRM as leads and update their lifecycle stage as agents qualify them
  • Convert qualified leads to contacts and create deals automatically
  • Enrich CRM records with data from external sources
  • Generate sales and marketing pipeline reports by querying deal and lead stages
  • Sync contacts between Zoho CRM and marketing platforms

Agenthandlinger

Get RecordsRetrieve records from any Zoho CRM module (Leads, Contacts, Deals, etc.)

Input: module, fields, criteria, sortBy, sortOrder, perPage, page

Returnerer: records, total, moreRecords

Get RecordRetrieve a specific record by ID

Input: module, recordId

Returnerer: record, id

Create RecordCreate a new record in a CRM module

Input: module, data

Returnerer: recordId, status, code

Update RecordUpdate fields on an existing record

Input: module, recordId, data

Returnerer: status, record

Search RecordsSearch records by criteria or full-text search

Input: module, criteria, word, email, phone, perPage

Returnerer: records, total

Convert LeadConvert a Lead into a Contact, Account, and optionally a Deal

Input: leadId, createDeal, dealName, dealAmount

Returnerer: contactId, accountId, dealId

Eksempel på workflows

1

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 / BetaltFree 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

Sæt Zoho CRM bag din AI-agent

Opsæt Zoho CRM sammen med dine andre værktøjer i planneren — uden kode — så AI kan handle på det for dine kunder.

Åbn planneren

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