Let your AI voice agents work inside Zoho CRM
Connect AgentVoice to Zoho CRM and give your voice agents instant access to contacts, deals, accounts, and support tickets during live conversations. Your agents look up caller history, create new leads, and update records — all while the conversation is still happening.
Zoho’s broad suite means your voice agents aren’t limited to just CRM data. Pull from Zoho Desk tickets, Zoho Books invoices, or Zoho Campaigns history to give callers the full-picture answers they’re looking for. Then write everything back so your team picks up exactly where the agent left off.
What your agent can do
During the call
- Look Up Contacts & Accounts — Instantly retrieve contact details, account history, deal status, and past interactions from Zoho CRM by phone number or email.
- Pull Support Context — Access open Zoho Desk tickets, recent resolutions, and SLA status so the agent can address issues with full context.
- Check Deal Pipeline — See where deals stand in your sales pipeline and reference specific quotes, proposals, or products discussed in prior interactions.
After the call
- Create Leads & Contacts — Automatically create new leads in Zoho CRM with information gathered during the call — name, company, requirements, and lead source.
- Update Deal Stages — Move deals through your pipeline based on call outcomes and update custom fields with new information from the conversation.
- Log Activities — Record every call as a structured activity in Zoho CRM with duration, transcript summary, outcome, and next steps.
- Create Tasks & Follow-Ups — Generate tasks assigned to the right team member with due dates, priority levels, and full context from the conversation.
Use Cases
Inbound Sales Qualification
- Voice agent answers inbound calls with full context from the caller’s Zoho CRM record and recent activity
- Qualifies leads through natural conversation and populates CRM fields — budget, timeline, decision-maker status
- Creates a new deal in your pipeline with the right stage, owner assignment, and estimated value
Customer Support Triage
- Agent identifies the caller and pulls open tickets from Zoho Desk alongside their CRM account profile
- Resolves common issues using knowledge base content and updates the ticket with resolution details
- Escalates complex issues by creating a high-priority ticket with full conversation transcript attached
Account Renewal & Upsell
- Agent references Zoho Books invoice history and subscription status to handle billing questions on the spot
- Identifies upsell opportunities based on product usage and purchase patterns in the CRM
- Creates a renewal deal or upsell opportunity in the pipeline with conversation context for the account manager