

90% cheaper with Latenode
AI agent that builds your workflows for you
Hundreds of apps to connect
Automatically enrich Zoho CRM leads with AI Agent data from custom knowledge bases. Using Latenode’s visual editor, build advanced, scalable AI-powered workflows with flexible API integrations and affordable execution-based pricing.
Connect AI Agent and Zoho CRM in minutes with Latenode.
Create AI Agent to Zoho CRM workflow
Start for free
Automate your workflow
Swap Apps
AI Agent
Zoho CRM
No credit card needed
Without restriction
Create a New Scenario to Connect AI Agent and Zoho CRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or Zoho CRM will be your first step. To do this, click "Choose an app," find AI Agent or Zoho CRM, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
AI Agent
Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Zoho CRM Node
Next, click the plus (+) icon on the AI Agent node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.
AI Agent
⚙
Zoho CRM
Authenticate Zoho CRM
Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.
Configure the AI Agent and Zoho CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and Zoho CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
⚙
AI Anthropic Claude 3
⚙
Zoho CRM
Trigger on Webhook
⚙
AI Agent
⚙
⚙
Iterator
⚙
Webhook response
Save and Activate the Scenario
After configuring AI Agent, Zoho CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the AI Agent and Zoho CRM integration works as expected. Depending on your setup, data should flow between AI Agent and Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Zoho CRM + AI Agent + Slack: When a new lead is created or updated in Zoho CRM, its information is sent to the AI Agent for summarization. The summary is then posted to a dedicated Slack channel for quick review by the sales team.
Zoho CRM + AI Agent + Google Sheets: When a contact is created or updated in Zoho CRM, the contact details are sent to the AI Agent for enrichment. The enriched data is then saved in a Google Sheet for further analysis and reporting.
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
Related categories
About Zoho CRM
Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.
Similar apps
Related categories
How can I connect my AI Agent account to Zoho CRM using Latenode?
To connect your AI Agent account to Zoho CRM on Latenode, follow these steps:
Can I automatically update Zoho CRM contacts with AI Agent insights?
Yes, you can! Latenode lets you build automations that enrich Zoho CRM contacts with data from AI Agent, using prompt-based blocks and JavaScript for custom processing. Benefit from improved data quality and personalized outreach.
What types of tasks can I perform by integrating AI Agent with Zoho CRM?
Integrating AI Agent with Zoho CRM allows you to perform various tasks, including:
What kind of AI Agent data can I access in Latenode?
Latenode allows accessing AI Agent's analysis results, extracted entities, sentiment scores, and any other data the AI Agent provides, for use in your automations.
Are there any limitations to the AI Agent and Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: