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CRM

SIMBA + Zoho

Zoho CRM sync for leads, deals, and call logs.

Zoho API docs

Connect Zoho CRM with an OAuth access token. SIMBA agents can create and update modules (Leads, Contacts, Deals, Calls) in real time.

What agents can do

  • Create/update Leads, Contacts, Deals
  • Log call records
  • Custom module support

Common workflows

Regional SDR

Indian and Asia-Pacific teams running on Zoho can get the same automation as Salesforce or HubSpot.

Setup

  1. 1
    Register a client in Zoho API Console and get an OAuth token.
  2. 2
    Add the Zoho integration in SIMBA.
  3. 3
    Wire the tools to your agent.

Frequently asked questions

Does this support Zoho One?

Yes. The same OAuth token works across Zoho One apps your scope covers.

Connect Zoho in the dashboard

Bring your own credentials. SIMBA stores them server-side and your agents call Zoho during conversations.

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