Use Zoho with NimbleBrain.
Connect Zoho and just ask — no workflow to build. Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools…. The agent gets 6 actions, running under your own credentials.
Actions
Everything the agent can do in Zoho
6 actions
- Convert zoho lead
- Create zoho record
- Create zoho tag
- Get zoho records
- Update related records
- Update zoho record
Getting connected
Three steps, and Zoho is reachable.
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Install it
Find Zoho in the directory inside your workspace and install it. No adapter for us to build first, no queue to join.
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Connect the account
Sign in at the vendor, or hand an admin credential over once. Tokens stay with the workspace or the person who owns them — never pooled, never copied to us.
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Ask for the work
The tools show up in front of the agent, under the same access wall as everything else. Describe the job in plain language, or put it on a schedule.