Zoho CRM
Manage leads, contacts and deals in Zoho CRM.
- Categoria
- CRM
- Configuração
- 4passos
- Ajuda com
- 2funções de IA
What ProhostAI can do with Zoho CRM
Once Zoho CRM is connected, ProhostAI works with leads, contacts and deals in plain language.
- Read
Query the pipeline
Ask what is open, stalled or closing without navigating modules.
“Which deals are due to close this month?”
- Read
Look up a record
Get the history on a lead, contact or account.
- Create & update
Log activity
Record calls and notes against the right record immediately.
- Create & update
Create and move deals
Add opportunities and advance them through your stages.
Sobre Zoho CRM
The suite holds everything. Getting at it is the work.
Businesses on Zoho tend to run the whole suite. Connect Zoho CRM and ProhostAI can read the pipeline and update leads, contacts and deals from wherever the conversation is happening.
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Zoho wins on breadth and price: CRM, books, invoicing, mail, desk, inventory, all under one subscription. For a property company watching costs, that is a rational choice, and it means the commercial record genuinely lives in one place.
The cost of breadth is navigation. Finding the right module and the right record takes long enough that updates get deferred, and deferred updates are how a CRM becomes a description of last quarter.
Connecting Zoho CRM shortcuts that. Ask what is open with an owner and get the answer; log the call; move the deal. Because ProhostAI can connect to Zoho Books and Zoho Desk as well, the commercial picture can be assembled across modules without you opening any of them.
Ajuda com: Vendas, Apoio
Setup
Zoho CRM connects through Zoho OAuth. Sign in with the account on the correct regional data centre.
Open ProhostAI and go to Settings → Connections.
Search for Zoho CRM and select Connect.
Sign in to Zoho and approve the permissions on the consent screen.
Ask what is in your pipeline to confirm the connection works.
Good to know
Zoho’s data centres are regional. Signing in with an account on the wrong region is the usual reason a connection cannot find your data.
Zoho CRM stays the system of record; ProhostAI reads and updates it.
Your existing modules, layouts and custom fields are used as they are.
Revoking ProhostAI in your Zoho account’s connected-apps settings ends access immediately.
Perguntas sobre Zoho CRM
Does it work with Zoho’s regional data centres?
Yes, but you must sign in with the account on the correct region. Using the wrong regional login is the most common reason a connection cannot find your records.
Can I connect other Zoho apps too?
Yes. Zoho Books, Invoice, Desk, Bigin, Inventory and Mail can each be connected, so the picture can be assembled across modules.
Does ProhostAI replace Zoho CRM?
No. Zoho CRM remains the system of record; the connection removes the navigation between doing work and recording it.
Are my custom fields supported?
Your existing modules, layouts and custom fields are used as they are — nothing needs restructuring first.
How do I disconnect Zoho CRM?
Open Settings → Connections in ProhostAI and disconnect it, or revoke ProhostAI in your Zoho connected-apps settings.
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