# Zoho CRM Integration for AI Lead Capture

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

> 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.

## 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.

## 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)