Zoho CRM integration
Revenue desks read leads, accounts and deals, and propose updates.
In the Koshra app catalog, not yet used in our own workspace · CRM and sales
How bots reach it
- Composio connection. Reached through a Composio connection, with a per-bot allowlist so each bot only sees the apps its role needs.
Roles that would use it
- pipeline_deskKeep the account and people list current, deduped and staged.
revops_deskKeep stages, fields and handoffs consistent, and flag the rows that break the rule.
Connect Zoho CRM from the app, then add it to the allowlist of each bot that needs it.
Rules
- No bot can use it until you add it to that bot's allowlist; bots start with no apps.
- Set its write tools to Ask, so each change waits on an approval card.
- Every tool call is checked against your Allow, Ask or Block rules first.
Official site: www.zoho.com/crm
Also in this group: HubSpot, Twenty CRM, Clay, Apollo, Salesforce, Pipedrive, Attio, Close
Also as Markdown for AI agents.
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