Connect Zoho CRM

Prerequisites

• •A Zoho CRM organisation and a user allowed to approve the requested CRM permissions.
• •An AIChatVault agent with lead capture configured for the customer details you need.
• •A decision about whether captured people should enter the Leads or Contacts module.

Connect the account

• •Open the agent in AIChatVault and go to Integrations, then Zoho CRM.
• •Select Connect with Zoho CRM and approve access in Zoho.
• •Return to AIChatVault and confirm the connected organisation shown on the page.
• •Run Test Connection before enabling production sync.

Configure sync behavior

• •Choose the Zoho module used for captured people.
• •Choose how duplicate records are handled.
• •Enable notes when conversation context should be added to the CRM record.
• •Optionally create a follow-up task and select its due period.
• •Optionally enable deal creation where the selected module and workflow support it.
• •Save settings and test with a controlled lead-capture conversation.

How Zoho CRM works end to end

1. 01
   A customer submits details

   The configured AIChatVault lead-capture experience collects the approved name, email, phone and available conversation context.

2. 02
   AIChatVault evaluates the CRM rules

   The integration selects Leads or Contacts, applies field mapping and checks the configured duplicate-handling behavior.

3. 03
   The CRM record is created or updated

   AIChatVault sends the permitted customer fields to Zoho CRM and records the resulting provider response.

4. 04
   Optional follow-up records are added

   When enabled, AIChatVault adds a conversation note, creates a follow-up task with the configured due period and creates a deal where supported.

5. 05
   Your team continues in Zoho

   The sales or service team works from the resulting CRM record while AIChatVault retains integration activity for review and troubleshooting.

Troubleshooting

• •Reconnect if Zoho reports revoked or expired access.
• •Confirm the approving Zoho user can create and update the selected modules.
• •Use Test Connection when recent sync activity reports an error.
• •Review required CRM fields if Zoho rejects a new record.