# Zoho CRM AI Integration for Lead Capture

Source: https://insertchat.com/integration/zoho

> Create and update Zoho CRM leads, deals, and notes from conversations.

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.

## Setup

1. **Connect your account.** Find Zoho in the InsertChat app catalog and authorize the account you want to use.
2. **Choose the actions.** Select the supported actions your assistant needs and review the connection’s permissions.
3. **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, not customer results.

- **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](https://insertchat.com/industries/hvac)
- **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](https://insertchat.com/industries/electrician)
- **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](https://insertchat.com/industries/landscaping)

## Which Zoho CRM records can my assistant change?

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.

## Does Zoho CRM replace the contacts in InsertChat?

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.

## What do I need to connect Zoho?

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.

## Related features

- [Contacts](https://insertchat.com/product/crm)
- [Actions & approvals](https://insertchat.com/product/automations)
- [Shared inbox](https://insertchat.com/product/inbox)

## Related guides and comparisons

- [Lead capture](https://insertchat.com/product/lead-capture)
- [Microsoft Dynamics 365 integration](https://insertchat.com/integration/microsoft-dynamics-365)
- [HubSpot integration](https://insertchat.com/integration/hubspot)