Zoho
Leads come in from your website at all hours. Your AI agent captures their details, creates Zoho CRM records instantly, converts qualified leads, and tags them for follow-up. Your sales pipeline fills itself while your team focuses on closing deals.
Your AI agent creates records, converts leads, updates deals, and manages tags inside Zoho CRM, keeping your pipeline current without manual data entry.
Zoho
Real scenarios where AI agents capture leads, enrich CRM data, and move deals forward inside Zoho, all without waiting for a human to log in.
A prospect visits your pricing page at midnight and asks about enterprise plans. Your AI Agent qualifies them with budget and timeline questions, creates a new lead record in Zoho CRM with all conversation details, and tags it as 'Enterprise - Hot.' Your sales rep starts Monday morning with a ready-to-call lead instead of an anonymous website visit.
A warm lead confirms they want a demo and shares their company details. Your AI Agent converts the Zoho lead into a contact and deal record in real time, sets the deal stage to 'Demo Scheduled,' and adds conversation notes. Your CRM reflects the pipeline change before the conversation even ends.
A customer messages asking about a renewal. Your AI Agent looks up their email in Zoho CRM, finds their existing contact record with deal history and past interactions, and personalizes the response with their account details. The customer feels recognized instantly instead of repeating their information.
Zoho
FAQs
Yes. The agent uses Zoho CRM's module-based API, which supports both standard modules like Leads, Contacts, and Deals, and custom modules you have created. Specify the module name when configuring the agent's actions, and it will create records in any module your Zoho account has defined.
The agent calls Zoho CRM's Convert Lead API endpoint, which transforms a lead record into a contact, an account, and optionally a deal in a single action. You can configure which associated records get created during conversion. The original lead data carries over, and the conversation context gets added as notes.
Tars requests access to CRM modules through Zoho's OAuth 2.0 flow. The specific scopes include reading and writing records, managing tags, and accessing module fields. You authorize these permissions during the one-click setup. You can revoke access anytime from your Zoho account security settings.
No. Tars queries your Zoho CRM in real time during conversations. Contact records, deal data, and account information are fetched live and used only for the current interaction. No CRM data is cached or stored separately in Tars databases.
Yes. The agent uses the Get Module Fields endpoint to discover all available fields for any Zoho module, including custom fields you have created. It can then read from and write to those custom fields during record creation or updates, respecting field types and validation rules.
Zoho's built-in chat tools are basic conversational forms. Tars AI Agents understand natural language, ask intelligent follow-up questions, qualify leads based on complex criteria, and take multiple CRM actions in a single conversation. Plus, Tars connects to 600+ other tools alongside Zoho for cross-platform automation.
Configure the agent to search Zoho CRM by email or phone before creating new records. If a matching record exists, the agent updates it instead of creating a duplicate. You set the duplicate detection rules, whether matching by email, phone number, or any custom field.
In your Tars dashboard, navigate to Tools and select Zoho. Click 'Connect' to start the OAuth flow. You will be redirected to Zoho to authorize Tars. Once approved, attach the tool to your AI Agent Gambit. The agent starts creating and managing CRM records during customer conversations immediately.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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