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Dimedove’s Zoho CRM integration connects your AI agents to your Zoho CRM account. Automatically create and update leads, contacts, accounts, and deals based on agent conversations, keeping your sales and support teams aligned.

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Integration Features

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Supported Resources

  • Leads: Create and update lead records from qualified conversations
  • Contacts: Sync contact information gathered by your agents
  • Accounts: Manage company/account records
  • Deals: Create and update deals in your sales pipeline

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Agent Actions

Configure your Dimedove agents to perform CRM operations as part of their workflows:
  • Create Records: Automatically create new leads, contacts, accounts, or deals when an agent qualifies a prospect
  • Update Records: Update existing records with new information gathered during conversations
  • Upsert Records: Look up existing records and update them, or create new records if no match is found

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Key Capabilities

  • Multi-Region Support: Dimedove supports Zoho’s region-specific data centers, ensuring your data stays in the correct geographic location
  • Dynamic Schema Discovery: Dimedove detects your Zoho CRM fields and modules automatically, including custom fields
  • Field Mapping: Map agent conversation outputs to specific Zoho CRM fields for precise data entry
  • Unified Inbox: Conversations that trigger CRM actions appear alongside all other channels in your Dimedove dashboard

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Getting Connected

To connect your Zoho CRM account:
  1. Navigate to Settings > Integrations in your Dimedove dashboard
  2. Click Connect next to Zoho CRM
  3. Authorize Dimedove with your Zoho account
  4. Your available modules (leads, contacts, accounts, deals) will be discovered automatically
  5. Configure agent actions to start syncing data
Zoho CRM integration requires a Pro subscription with third-party integrations enabled.