Zoho CRM
VISS.AI enables you to connect Zoho CRM with a wide range of popular apps, simplifying customer data management and sales workflows. From automating lead entries to syncing contact details with your email marketing platforms or support tools, VISS.AI helps you manage it all seamlessly—without any coding needed.
Supported Actions
GET
Read and search through existing data in your app
List Contacts
List Fields
List Deals
POST
Create a new record or update an existing record.
Create Contact
Create Deal
DELETE
Read and search through existing data in your app
No Available Actions
Setting up Zoho CRM
Zoho CRM is a cloud-based customer relationship management software designed to help businesses of all sizes streamline their sales, marketing, and customer support activities. It offers a comprehensive suite of tools to manage customer interactions, track leads and deals, automate sales processes, and analyze data for informed decision-making.
Adding Zoho CRM
You can integrate Zoho CRM into any existing or new VISS.AI workspace by clicking on + Step and selecting Notion from the app menu.
Connecting your Zoho Account
Connecting Zoho CRM with VISS.AI is straightforward. Zoho CRM requires authorization through a simple login process. Here’s how:
Click Sign in on the workflow step within your workspace in VISS.AI.
A login prompt will appear. Enter your Zoho credentials and approve access.
Zoho will request your permissions for VISS.AI to gain access to your Zoho CRM’s data. Granting VISS.AI access to your Zoho CRM system will allow VISS.AI to read, create, update, and deleting your data.
Using Zoho CRM in VISS.AI
Now that Zoho CRM is linked, you can follow these steps to customize prompts and run workflows within VISS.AI effectively:
Explore the available actions and parameters for Zoho CRM in VISS.AI. This will help you understand the types of content and tasks you can automate or retrieve.
Based on the desired action, create a prompt for Zoho CRM. For example, you might want to “List all of your contacts in your Zoho CRM”
Enter the prompt and click the Build button to preview the generated output. Review it to ensure that it matches your expectations.
If everything looks correct, click Run to execute the Zoho CRM step.
If errors occur, verify that all required parameters were included in the prompt.
Adjust any details in the step and re-run as needed to achieve the desired outcome.
Advanced Workflow Tips
In Zoho CRM, there are many different modules you can work with. Primary examples are Contacts and Deals, which are the two modules we have listed in the list of actions you can perform with VISS.AI. However, these two modules are actually not the only modules you can work with in VISS.AI. VISS.AI has access and has the ability to perform the List, Update, and Create operations on any modules on Zoho CRM. Because of this broad use of the same action, you might have to be specific with which fields you would like to fill!