Close and Zoho CRM Integration

Explore Triggers and Actions

New Custom Event

Trigger new event when the configured types of events are triggered.

New Lead Status Change

Trigger new event when a Lead's status is changed

New Lead

Trigger new event when a new Lead is created

New Opportunity

Trigger new event when a new Opportunity is created

Convert Lead

Converts a Lead into a Contact or an Account.

Get Object

Gets record data given its id.

List Fields

Gets the field metadata for the specified module

List Modules

Retrieves a list of all the modules available in your CRM account.

Search Objects

Retrieves the records that match your search criteria.

List Objects

Gets the list of available records from a module.

Create Object

Create a new object/module entry.

Update Object

Updates existing entities in the module.

Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Close and Zoho Crm?

Our integration between Close and Zoho CRM empowers sales teams to synchronize contacts, leads, and deals effortlessly. By bridging these two powerful platforms, you can automate data transfer, reduce manual entry, and gain a unified view of your customer interactions. This integration ensures your sales pipeline stays updated in real-time, enabling smarter decision-making and faster deal closures.

Frequently asked questions

What data syncs between Close and Zoho CRM?

The integration syncs contacts, leads, deals, and notes between Close and Zoho CRM, ensuring both platforms have the most up-to-date information.

Is the data synchronization automatic or manual?

Data synchronization can be set to automatic in real-time or scheduled intervals, depending on your preferences and workflow needs.

Will syncing data cause duplicates in either CRM?

Our integration includes smart duplicate detection and merging features to prevent duplicate records and maintain clean data across both systems.

Can I customize which fields are synced between Close and Zoho CRM?

Yes, you can customize field mappings to ensure only relevant information is transferred between Close and Zoho CRM according to your business requirements.

How do I set up the Close and Zoho CRM integration?

Setting up the integration is simple: connect your Close and Zoho CRM accounts through our platform, configure your sync preferences, and start syncing your sales data seamlessly.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Close and Zoho Crm?

Frequently asked questions

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