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AI teammates for Zoho CRM

Keep leads organized and catch deals needing a follow-up.

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Example task
Zoho CRM
Your Mate
Your result

The request

Summarize deals expected to close this month

Result and follow-up

Review the work with your Mate.

More work to hand off

  • Prepare follow-up tasks for deals that have gone quiet
  • Add contacts from incoming forms to your CRM

Give your agents a job.

  1. Your Mate

    Sets up the task and cadence.

  2. Specialist Mate

    Does the recurring work.

  3. You

    Set the goals. Review the results.

Available actions

6 actions
  • get module fields
  • get related lists
  • get zoho records
  • get zoho users
  • list modules
  • search zoho records

These run without asking in Safe mode. Other changes in connected apps can also run in Safe mode. Payments, refunds, and other financial actions still need your approval.

Connecting Zoho CRM

Connection
Sign in with your account
Setup
About 10 minutes

Connect Zoho CRM to your Mate

Choose a task and review the first result.

Create account