Zoho CRM and XDQ AgentOS
Accepted proposals become Closed Won deals in Zoho CRM.
What Zoho CRM adds to your agents
Creates a Closed Won deal with the amount when a client accepts a proposal
Works with: Proposals Agent.
Connect in a few minutes
- STEP 1
Open Connections
In your XDQ AgentOS workspace, open Workspace, Connections, and pick Zoho CRM.
- STEP 2
Paste your keys
Add a Self Client in the Zoho API console with permission to create deals and paste the refresh token.
- STEP 3
Test and save
We test the connection before saving. The keys are stored encrypted.
- STEP 4
Let the agents work
Data comes in on its own every night, and actions show up where your team already approves work.
Other integrations
Zoho CRM integration: common questions
Are my keys safe?
Keys are tested before they are saved, stored encrypted on the server, and never shown again in full. You can disconnect at any time, which deletes them.
Will anything be sent to my customers without me?
No. Agents draft messages and a person approves them first. Connections only change where an approved message is sent from, or bring data in.
What does it cost?
Connections are included with XDQ AgentOS. Agent work is counted in credits as usual.
XDQ AgentOS is not affiliated with or endorsed by these companies. Names are trademarks of their owners.
Connect Zoho CRM and put your agents to work.
Send the workflow. Our sales experts reply with a scope and a custom quotation within two working days, or a straight answer that it isn't a fit.