Explore the demo01
Connect your account
Find Zoho in the InsertChat app catalog and authorize the account you want to use.
CRM
Connect Zoho CRM to your AI front desk.
Connect your Zoho account in the InsertChat app and choose the Zoho CRM actions your assistant can use. Actions run with the access your Zoho account grants.
InsertChat connects to Zoho CRM so your AI front desk can create leads, contacts, deals, events, and notes, update accounts, deals, events, leads, and notes, and search the records your team uses. A phone call or website chat ends with a Zoho lead your team can work.
Capture leads from conversations in Zoho CRM
A new customer asks about your services by phone or website chat. With the Zoho CRM actions you enable, your assistant can create a lead, contact, deal, event, or note, and update existing accounts, deals, events, leads, and notes. It can also find and read accounts, contacts, deals, events, leads, notes, and tasks, so it can check for an existing record first. InsertChat keeps its own contact record with the conversation.
What your assistant can do in Zoho
- Create contacts, leads, deals, events, and notes
- Update accounts, deals, events, leads, and notes
- Search and list accounts, contacts, deals, events, leads, notes, and tasks
Turn on only the actions you need. Each one can run automatically or wait for your team’s approval.
How to set up Zoho with InsertChat
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Choose the actions
Select the supported actions your assistant needs and review the connection’s permissions.
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Test the workflow
Try the customer flow and confirm that actions, approvals, and handoff work the way your team expects.
How businesses use Zoho with InsertChat
Illustrative examples. Answers depend on the knowledge you add; actions depend on the connections and permissions you turn on.
Create a lead from every after-hours call
A homeowner calls at 10 p.m. with no heat. The assistant searches Zoho for the customer, creates a lead if they’re new, and adds a note with the address and symptoms.
HVAC use cases
Update deals when customers call back
A customer calls to add an EV charger to a panel upgrade. The assistant finds the open deal in Zoho CRM and adds a note with the new request.
Electrical use cases
Log seasonal service requests
In spring, a visitor asks about weekly mowing. The assistant creates the lead and an event for the site visit in Zoho CRM.
Landscaping use casesConnect the rest of your front desk
Contacts
Your AI assistant saves each customer’s details from calls, chats, texts, and emails. Your team sees the history, open tasks, and next appointment in one record.
Explore ContactsActions & approvals
Give your front desk the tools to act on a conversation. Choose what it can do automatically and what your team needs to review.
Explore Actions & approvals
Shared inbox
Bring website chat, calls, email, SMS, and WhatsApp into one workspace. Your AI answers first, and your team sees exactly what needs a person.
Explore Shared inboxRelated guides and comparisons
More integrations
All integrations ↗
It can create leads, contacts, deals, events, and notes, and update accounts, deals, events, leads, and notes. It can also search and read accounts, contacts, deals, events, leads, notes, and tasks. Creating accounts or tasks and updating contacts or tasks are not supported actions.
No. InsertChat keeps its own contacts and conversation history in your workspace. The Zoho connection adds CRM actions when your workflow needs them. Test how new leads and notes appear in Zoho CRM before enabling the flow for customers.
You need a Zoho account with access to the Zoho CRM records your team uses. Authorize it from the app catalog in InsertChat; actions run with that account’s own permissions. Connected services such as Zoho may have their own charges.
Facts last reviewed .
Build your AI front desk.
Start with the questions you answer every day.
Add your business information, test the answers, and connect your first customer channel.