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What we connect
We connect directly to your Zoho, with no exports or copy-paste. The data that becomes available to AI:
- Leads and deals
- Contacts and accounts
- Tasks and activities
- Quotes and invoices
- Support tickets
- Campaigns and lists
Example questions
Questions your team can ask once Zoho is connected, especially useful for commercial teams:
- Which leads from this week have not yet been assigned?
- Which deals are about to close this quarter?
- Which customers have outstanding invoices and an open ticket?
- What is my lead-to-deal conversion over the past month?
- Which contacts have not been followed up for more than 30 days?
Frequently asked questions
How does the Zoho integration work?
We connect through the official Zoho API so your CRM data such as leads, deals, and contacts becomes available to AI. Zoho is a broad suite, so we tailor the connection to the modules you actually use. Your team asks questions in plain English.
Is my Zoho data secure?
Yes. EU-based hosting, GDPR-compliant, and we never train models on your business data. Access is permission-aware: the system respects the rights you have set up within Zoho.
Can I combine Zoho with other systems?
Yes. We connect Zoho to your accounting, support, or email so an AI agent can work across modules. This way commercial teams get a coherent picture without jumping between screens.






