Integration · CRM and sales

Zoho CRM AI agents for leads, contacts, and deals

Brainwrite connects Zoho CRM to your AI agents so they can search and read records in any module, create and update leads, contacts, and deals, convert leads, read related records, and attach files. You sign in to Zoho in your browser, choose which bots get which tools, and changes come to you as approval cards unless you've allowed them.

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Brainwrite · Zoho CRM

In Zoho CRM, list leads created this week that have no phone number or company. Find what you can from their email domain and update the records after I approve the changes.

You connect Zoho CRM once. Your Chief of Staff puts a bot on it.

Search records in any module
Get records from Leads, Contacts, or Deals
Create a recordWaits for you
Update a recordWaits for you
Convert a lead

An illustrated example. Actions that change something wait for your approval in Ask mode.

In Zoho CRM

What your bots can do in Zoho CRM.

Search records in any module
Get records from Leads, Contacts, or Deals
Create a record
Update a record
Convert a lead
Get related records, such as a deal's contacts
Upload an attachment to a record
Create a tag

Ask your team · Zoho CRM

In Zoho CRM, list leads created this week that have no phone number or company. Find what you can from their email domain and update the records after I approve the changes.

Chief of Staff

Lead qualification
Record clean-up
Deal context

Changes in Zoho CRM wait for your approval in Ask mode

Jobs

Jobs your team does with Zoho CRM.

Lead qualification

Review new leads against your criteria and convert the ones that qualify after you confirm.

Record clean-up

Find records with missing fields or stale owners and fix them in batches you approve.

Deal context

Pull a deal with its related contacts and attachments before a call.

Set up

How to connect Zoho CRM.

01
Open Connected apps
In Brainwrite, choose Connected apps in the sidebar. The official app sets up the connection service for you; there's no key to paste.
02
Search for Zoho CRM
Find Zoho CRM and choose Connect. You can add more than one account later and label each, such as work or a client.
03
Sign in in your browser
Finish Zoho CRM's own sign-in in your normal browser. The access token stays with the connection service and never enters a bot's prompt.
04
Choose which bots get it
In each bot's settings, give it all tools, an exact list, or none. Imported bots start with none, so nothing reaches your account by surprise.

The Apps catalog: Slack, GitHub, Gmail, Google Calendar, Sheets, Docs, Drive, Notion, Linear, Sentry, PostHog and Discord, each with Connect.

Put it to work

Use cases with Zoho CRM.

FAQ

Brainwrite and Zoho CRM: questions

How do I connect Zoho CRM to Brainwrite?

Open Connected apps, search for Zoho, and select Connect. Label the account, then sign in to Zoho and approve access in the browser window that opens. Return to Brainwrite and ask a bot to look up a lead. The OAuth token stays with Composio and is never placed in prompts.

How do I limit what a bot can do in Zoho CRM?

In the bot's settings under Connected apps, choose all Zoho tools, an exact list, or none. A reporting bot can get search and get-records tools only, while a qualification bot adds update and convert lead. Ungranted tools are never offered to the model.

Does it work with custom modules?

Composio's Zoho toolkit can list your modules and their field metadata, and its record tools take a module name, so bots can read and write custom modules as well as Leads, Contacts, and Deals, within the access of the Zoho user you connected.

CRM and sales