Zoho CRM + TaskAGI
Automate your entire sales pipeline
Connect Zoho CRM to TaskAGI and automate lead management, data entry, and customer updates. Save hours every week on repetitive CRM tasks.
Automate your entire sales pipeline
Connect Zoho CRM to TaskAGI and automate lead management, data entry, and customer updates. Save hours every week on repetitive CRM tasks.
Actions you can perform with Zoho CRM
Get list of available CRM modules
Get records from a specific CRM module
Get details of a specific record
Create a new record in a CRM module
Update an existing record in a CRM module
Delete a record from a CRM module
Search for records using criteria or keywords
Convert a lead to contact, account, and deal
Get list of CRM users
Add a note to a record
Real-world automations you can build today
Automatically convert qualified leads to contacts when they meet your criteria.
Keep customer records updated across systems in real-time without manual syncing.
Generate new contacts, deals, or accounts from external data sources automatically.
Route leads to the right sales rep based on territory, industry, or custom rules.
Get started in minutes
Link your Zoho CRM account to TaskAGI with one click using OAuth.
Choose which CRM modules and operations you want to automate.
Set up triggers and actions—like 'when lead scores above X, convert to contact.'
Turn on your workflow and watch Zoho CRM tasks run on autopilot.
Start building powerful AI agents that connect Zoho CRM with 365+ other apps.
Get Started Free
