Train your AI on Zoho CRM
Connect Zoho CRM so the AI can read and update contacts, leads, deals, and custom modules during calls. Works across Zoho One and standalone Zoho CRM editions.
Connect once, and Open automatically keeps your AI agent's knowledge up to date. When you update content in Zoho CRM, the changes sync automatically—no manual retraining required.
What can be synced
Leads — Lead records with conversion tracking.
Contacts — Contact records with related accounts.
Accounts — Company-level records and hierarchy.
Deals — Pipeline records with stages and amounts.
Custom modules — Any custom module you have configured.
Features
- •Lead and deal sync — Real-time read and write on leads, deals, and accounts.
- •Custom modules — Native support for Zoho CRM custom modules and fields.
- •Workflow integration — AI updates trigger your existing Zoho workflows automatically.
- •Multi-org support — Works across Zoho One organizations and standalone CRM accounts.
Requirements
- •Zoho CRM account with API access
- •Admin or developer access for OAuth setup
How to connect
- 1.In Zoho Developer Console, create a Self Client and generate OAuth credentials
- 2.In Open, go to Settings → Integrations → Zoho and authorize the app
- 3.Map Open agents to Zoho users
- 4.Select which modules and fields the AI can read/write
- 5.Test with a sample call
Good to know
- Region-specific data centers supported (US, EU, IN, AU, JP, CN)
- Zoho One bundles supported across modules
Security: Open only requires read access to your Zoho CRM. We never write, modify, or delete your content. All data is encrypted in transit and at rest. SOC 2 Type II certified and GDPR compliant.
Ready to connect Zoho CRM?
AI Training → Sources → Zoho CRM
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