CRM

Let your AI team run Zoho CRM for you.

Connect Zoho CRM once, then just ask. Your agent handles the work inside Zoho CRM the same way you would — only faster, and at 3am.

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What your agent does with Zoho CRM

Connect Zoho CRM so agents can read and write records (Leads, Contacts, Accounts, Deals) in your CRM.

  • List / get / search records on any module
  • Create / update / upsert / delete records (single + bulk up to 100)
  • Convert Lead → Contact / Account / Deal
  • Notes + attachments + related lists
  • Tags: add / remove on records
  • Modules + fields metadata (discovery)
  • Users + roles + organization info
  • COQL queries for ad-hoc joins/filters
  • Mass update across many records

What to ask your agent

  • ›“Which Zoho CRM deals haven’t had activity in 14 days?”
  • ›“Draft personal follow-ups for every Zoho lead I marked ‘hot’ last week.”

More crm integrations

Hire an AI team that works inside Zoho CRM.

Connect Zoho CRM once — every agent you hire on Vezra inherits access and can start working immediately.

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