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.
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.
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.
Connect the rest of your front desk
Contacts
Keep customer details, conversation history, notes, and preferences together. Your team can pick up where the last conversation left off.
Explore Contacts
Actions & 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. See the conversation, the customer, and what needs your attention.
Explore Shared inboxIt 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.