Overview
Zoho CRM is a popular choice for teams that bring sales, marketing, and support together under one roof. MHS Links AI connects to your Zoho CRM account through the official API, and leads qualified by the assistant are passed as Leads or Contacts records.
Each record includes contact details, channel, intent score, appointment details, and a conversation summary. The matching Zoho CRM fields and the module records go to are set during setup.
What You Can Do
Qualified Lead Transfer
Leads qualified by the assistant are passed to your Zoho CRM account, so your team spends its time on the records that really need attention.
Conversation Summary
A summary of the conversation is added to the record, so your sales rep knows what the customer wants before calling them.
Intent Score and Channel
Every record arrives with a hot, warm, or cold score and the channel the lead came from.
Modules and Fields That Fit
Records are passed according to the modules and custom fields you use in Zoho CRM.
Setup Steps
- 01
Clarify Your Needs with Us
Based on your sales process, we decide which leads are passed to which record type.
- 02
Connect Your Zoho Account
You grant access on Zoho’s secure authorization screen, without sharing your password.
- 03
Map the Fields
We define where fields such as contact details, intent score, and summary go in your Zoho CRM account.
- 04
Test and Go Live
The handoff is checked with sample records, and leads start flowing into your Zoho CRM account once you approve.
Requirements
- A Zoho CRM account with API access
- A user with the permissions needed to authorize the integration
- A list of the fields to transfer and your sales stages
Data and Security
- The connection is made through the official Zoho CRM API and secure authorization steps; your password is not shared.
- The fields to pass are agreed during setup, and only the information you define is sent to your Zoho CRM account.
- The assistant answers only from the information you upload. When it doesn’t know something, it doesn’t make things up; it hands the conversation to your team.
For details, see our Privacy Policy.
Which Plans Include It?
This integration is planned as part of your setup, based on your needs. We’ll work out together during setup which plan it’s added to and how.
Write to usFrequently Asked Questions
In most cases, no. The transfer is designed around your existing configuration; if any fields should be added, we review them with you on the setup call.
Yes. Conversations and scores stay in CRM Core, and qualified leads are passed to your Zoho CRM account. Your team can follow up from whichever system it prefers.
During setup, we plan together how records passed over are handled by your Zoho CRM assignment and workflow rules, so your current setup is kept.