Use Zoho CRM with NimbleBrain.
Connect Zoho CRM and just ask — no workflow to build. Records, modules, and lead conversion. The agent gets 10 actions, running under your own credentials.
Everything the agent can do in Zoho CRM
Zoho models everything as a record in a module, and the connector keeps that shape rather than flattening it. The agent can search any module, convert a lead, and read the field definitions first so it writes to fields your instance actually has.
10 actions
- Get zoho records
- Search zoho records
- Create zoho record
- Update zoho record
- Convert zoho lead
- List modules
- Get module fields
- Get related records
- Get zoho users
- Create zoho tag
Nobody types an action name
You ask. The agent works out which of its actions that takes, and in what order.
Convert the leads that replied last week and assign them to whoever owns that region.
Calling 1 action in Zoho CRM
- Convert zoho lead
- Working
What custom fields exist on the Deals module?
Calling 2 actions in Zoho CRM
- Get module fields
- List modules
- Working
Tag every record sourced from the conference so we can measure it later.
Calling 3 actions in Zoho CRM
- Get zoho records
- Search zoho records
- Create zoho record
- Working
Three steps, and Zoho CRM is reachable.
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Install it
Find Zoho CRM 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.
