Zoho CRM
Help sales and support teams surface lead, contact, and deal data from Zoho CRM without leaving the conversation.
6 min read
Updated February 2026
Overview
When a customer asks “Has anyone followed up on my inquiry?” your reps shouldn't have to open three Zoho tabs to find the answer. Disconnected tools mean slower responses and frustrated customers.
The Zoho CRM integration gives your AI agent direct read access to leads, contacts, accounts, deals, and notes. Answers come back instantly inside the chat, keeping conversations moving and customers happy.
When to Enable This
- Support agents need to verify a customer's account or deal status mid-conversation
- Your website chatbot should be able to tell returning leads where their inquiry stands
- Managers want the AI to summarize recent notes before routing a chat to the right team
Available Actions
| Action | Description |
|---|---|
| Get Lead | Retrieve lead details including status, source, and owner |
| Get Contact | Look up contact email, phone, and associated account |
| Get Account | Fetch company information and linked deals |
| Get Deal | Check deal stage, amount, and closing date |
| List Notes | Show recent notes attached to a lead, contact, or deal |
Prerequisites
Before connecting Zoho CRM, make sure you have:
- A Zoho CRM account with API access enabled
- Admin permissions to create server-side OAuth clients
- Your Zoho data-center domain (e.g.,
zoho.com,zoho.eu,zoho.in)
Setup Instructions
Step 1: Create a Self-Client in the Zoho API Console
- Go to api-console.zoho.com
- Click Add Client → Self Client
- Generate a code with scope
ZohoCRM.modules.ALL - Exchange the code for a refresh token using the Zoho OAuth endpoint
zoho.com (US), zoho.eu (EU),zoho.in (India), or zoho.com.au (Australia).Step 2: Enable in ChatSpark
- In ChatSpark, go to AI Actions
- Find Zoho CRM in the Library and click Enable
- Select the chatbot(s) that should have access
- Enter your Access Token and Domain
- Click Save
Configuration Fields
| Field | Description | Example |
|---|---|---|
| Access Token | OAuth access token for the Zoho CRM API | 1000.abc123... |
| Domain | Your Zoho data-center domain | zoho.com |
Testing Your Integration
After setup, open your chatbot widget and try these realistic queries:
- Ask: “Can you pull up the lead record for maria@example.com?”
- The AI should return lead details including status and owner from Zoho CRM
More test phrases:
- “What's the deal amount for the Horizon project?”
- “Show me the account info for TechNova Inc”
- “Are there any recent notes on the Johnson lead?”
Troubleshooting
Invalid token error
Zoho access tokens expire after one hour. If you see authentication failures, regenerate your token and update it in ChatSpark.
Wrong data center
A domain mismatch (e.g., using zoho.com when your account is onzoho.eu) will return a 401. Verify your domain in Zoho settings.
Module access denied
Ensure your OAuth scope includes ZohoCRM.modules.ALL or the specific modules you need. Restricted profiles may limit API access.