6 things your agent can do in Zoho
Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations
Every action, grouped by what it does
You do not pick these by hand. Describe what the agent should do and Squidgy grants the matching ones — an agent told to draft replies gets the drafting action and not the sending one.
Read
1Get Zoho CRM Records
Retrieves records from a specified module in zoho crm.
ZOHO_GET_ZOHO_RECORDS
Create & update
4Create Zoho CRM Record
Creates new records in a specified module in zoho crm.
ZOHO_CREATE_ZOHO_RECORDCreate Zoho CRM Tag
Creates new tags in zoho crm.
ZOHO_CREATE_ZOHO_TAGUpdate Related Records in Zoho CRM
Associates or updates relationships between records across different modules in zoho crm.
ZOHO_UPDATE_RELATED_RECORDSUpdate Zoho CRM Record
Updates existing records in a specified module in zoho crm.
ZOHO_UPDATE_ZOHO_RECORD
Manage
1Convert Zoho CRM Lead
Converts a lead into a contact, account, and optionally a deal in zoho crm.
ZOHO_CONVERT_ZOHO_LEAD
About connecting Zoho
What can an AI agent do in Zoho?
6 distinct actions, listed in full on this page — 1 to read, 4 to create & update, 1 to manage. An agent gets the ones that match what you described it doing, not all of them at once.
How do I connect Zoho?
Once, in Settings → Integrations. Sign in with your account (OAuth). The connection is yours, shared by every agent you build — you are not re-authorising per agent, and the agent never sees your credentials.
Others in CRM, Sales & Support
The Zoho integration guide · All 58 connectable apps · The agent builder