Zoho CRM Integration
With Chat Aid's Zoho CRM integration, search your customer and sales data and find information instantly using natural language queries. You can also create contacts and deals directly through Chat Aid.
Customer Information Search
Quickly find customer details, interaction history, and account information within Zoho CRM. Ask questions about specific customers and get instant access to relevant data.
Deal Information Lookup
Search for deal details, contact information, and sales pipeline data in Zoho CRM. Get quick answers about deal status, next steps, and customer requirements.
Contact Discovery
Find contact information, communication history, and relationship details stored in Zoho CRM. Search by name, company, or any other criteria to locate the right contacts.
Take Action with Zoho CRM
Beyond searching and retrieving information, Chat Aid can create contacts and dealswithin Zoho CRM when you need to get things done quickly.
This integration is currently in beta. We're continuously improving the experience and adding new features. Your feedback helps us make it better!
Our fortified security meets compliance standards
SOC 2 Type II
Strict adherence to industry-standard SOC 2 Type II requirements.
We undergo continuous monitoring to make sure we continuously adhere to the industry-standard SOC 2 Type II requirements.
ISO 27001
We are certified for your peace of mind and protection.
ISO 27001 certification guarantees that your information is protected from unauthorized access.
GDPR & CCPA
We are compliant with the California Consumer Privacy Act (CCPA) and the General Data Protection Regulation (GDPR).
You have full control over your data. It cannot be used anywhere without your permission.
Make the most of Chat Aid × Zoho CRM
Still have questions?
We're here to answer all your questions about Chat Aid.