Zoho CRM
Microsoft Entra ID

Zoho Crm and Microsoft Entra Id Integration

Seamlessly connect Zoho CRM with Microsoft Entra ID to enhance security and streamline user management.

Explore Triggers and Actions

New Contact (Instant)
Triggers an event each time a new contact is created in Zoho CRM
New Event (Instant)
Trigger new custom events from Zoho CRM
New Lead (Instant)
Triggers an event each time a new lead is created in Zoho CRM
New or Updated Contact (Instant)
Triggers an event each time a new contact is created or updated in Zoho CRM
New or Updated Lead (Instant)
Triggers an event each time a new lead is created or updated in Zoho CRM
New User
Triggers an event each time a new user is created in Zoho CRM
New Module Entry (Instant)
Trigger new events each time a new module/record is created in Zoho CRM
New or Updated Module Entry (Instant)
Triggers an event each time a module/record is created or edited in Zoho CRM
Updated Module Entry (Instant)
Triggers an event each time a new module/record is updated in Zoho CRM
Add Member To Group
Adds a member to a group Microsoft Entra ID.
Remove Member From Group
Removes a member from a group Microsoft Entra ID.
Search Groups
Searches for groups by name or description.
Update User
Updates an existing user in Microsoft Entra ID.

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.

Popular App Usecases

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What can Ayudo do with Zoho Crm and Microsoft Entra Id?

The integration between Zoho CRM and Microsoft Entra ID enables businesses to unify their customer relationship management with robust identity and access management. By linking Zoho CRM with Microsoft Entra ID, organizations can leverage single sign-on (SSO), automated user provisioning, and enhanced security policies to ensure secure and efficient access to CRM data. This integration simplifies user lifecycle management, reduces administrative overhead, and strengthens compliance with enterprise security standards.

Connect
Zoho CRM
and
Microsoft Entra ID
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What benefits does integrating Zoho CRM with Microsoft Entra ID provide?

Integrating Zoho CRM with Microsoft Entra ID offers benefits such as single sign-on (SSO) for streamlined access, automated user provisioning and deprovisioning, enhanced security through conditional access policies, and centralized identity management to improve compliance and reduce administrative tasks.

How do I set up single sign-on (SSO) between Zoho CRM and Microsoft Entra ID?

To set up SSO, you need to configure Zoho CRM as an enterprise application within the Microsoft Entra ID portal, upload Zoho's SAML metadata, and assign users or groups who require access. Detailed step-by-step instructions are available in both Zoho and Microsoft documentation to guide you through the process.

Can user provisioning be automated between Microsoft Entra ID and Zoho CRM?

Yes, the integration supports automated user provisioning and deprovisioning via SCIM (System for Cross-domain Identity Management), ensuring that user accounts in Zoho CRM are created, updated, or removed automatically based on changes in Microsoft Entra ID.

Is the integration secure and compliant with enterprise standards?

Absolutely. The integration leverages Microsoft Entra ID’s advanced security features such as multi-factor authentication, conditional access policies, and compliance certifications, ensuring that access to Zoho CRM is secure and meets enterprise security requirements.

Will this integration affect my existing Zoho CRM users?

The integration can be implemented without disrupting existing users. It is recommended to pilot the integration with a subset of users before full deployment to ensure a smooth transition and address any potential issues.

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