Zoho CRM + AI Voice Agents: Smart Automation
Connect your AI voice agent to Zoho CRM for automatic lead management, call logging, and workflow triggers.
What is the Zoho CRM Integration?
PicoCrate's Zoho CRM integration connects your AI voice agent to your Zoho account. Calls automatically create Leads or Contacts, log as Activities, update Deals, and trigger Zoho Workflows. Built for businesses using Zoho One, Zoho CRM Plus, or standalone Zoho CRM.
How the Zoho CRM Integration Works
Seamless connection to Zoho CRM
Connect Zoho Account
OAuth connection to your Zoho CRM. Works with Free, Standard, Professional, Enterprise, and Ultimate editions.
Configure Field Mapping
Map call data to Zoho fields including custom fields, layouts, and modules.
Set Up Workflow Rules
Configure which call events trigger Zoho Workflow Rules and Blueprints.
Real-Time Sync Active
Calls sync via Zoho API instantly. Records created and updated in real-time.
Zoho CRM Integration Features
Full Zoho CRM connectivity
Lead/Contact Creation
Automatically create Leads or Contacts from calls with full caller information.
Activity Logging
Log every call as an Activity with duration, notes, outcome, and recording link.
Workflow Triggers
Trigger Zoho Workflow Rules for lead assignment, notifications, and automation.
Deal Updates
Create or update Deals based on call outcomes and qualification data.
Custom Module Support
Map call data to custom modules specific to your Zoho implementation.
Zoho Calendar Sync
Appointments booked via AI sync to Zoho Calendar with all details.
Setup Steps
- 1Log in to your PicoCrate dashboard
- 2Navigate to Integrations > Zoho CRM
- 3Click "Connect Zoho" and authenticate
- 4Select your Zoho organization if applicable
- 5Map call fields to Zoho modules and fields
- 6Configure Workflow triggers for call events
- 7Test with a sample call to verify sync
- 8Integration complete—calls now sync to Zoho
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Zoho Integration FAQs
Common questions about connecting PicoCrate to Zoho
We support all Zoho CRM editions including Free, Standard, Professional, Enterprise, and Ultimate. API access is available on all editions.
Yes, if you're using Zoho CRM as part of Zoho One, our integration works seamlessly and can connect to other Zoho apps through Zoho Flow.
Yes, we support mapping to custom modules you've created in Zoho CRM, not just standard modules.
Leads created by PicoCrate respect your existing Zoho lead assignment rules, or you can configure custom assignment logic.
Yes, we can create Tickets in Zoho Desk from support calls, including call details and transcripts.
Appointments can sync to Zoho Booking for businesses using that module for scheduling.
Ready to Connect Zoho CRM?
See how AI voice agents integrated with Zoho CRM can automate your sales workflow. Get a free demo today.