Zoho CRM icon connected icon chatgpt icon

Zoho CRM and ChatGPT integration

Easily show your live Zoho CRM data inside ChatGPT

Ask adenin GPT anything about your Zoho CRM data and get real-time replies

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Screenshot of ChatGPT
App picker with Zoho CRM selected
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Zoho CRM

Leads

Your Zoho CRM data is now securely showing in ChatGPT

Zoho CRM icon connected icon chatgpt icon

Unleash the power of adenin’s integration with Zoho CRM and ChatGPT. This powerful cocktail combines an AI chatbot with your CRM data, providing secure, OpenAPI-supported access to all your vital business info.

Features of our Zoho CRM + ChatGPT fusion:

  • AI-powered Chatbot: ChatGPT becomes your Zoho CRM data whisperer. Just ask it for details, and it fetches the information from your CRM, all in real time.
  • OpenAPI: Our integration is built on OpenAPI, making it easy for developers to work with and highly flexible for your business needs.
  • Security: With adenin, your Zoho CRM data is securely integrated into ChatGPT. We prioritize your privacy and data security.

Benefits and Highlights:

  • A Single Source of Truth: No more switching between apps to get the whole picture. Ask ChatGPT, and it pulls up your Zoho CRM data in an instant.
  • Developer-friendly: The OpenAPI structure makes it a breeze for developers to integrate and manage.
  • Enhance Team Collaboration: With CRM data available directly in your team's chat, collaboration becomes more informed and efficient.
  • Secure Data Handling: Your data security is our top priority. Our integration ensures all your sensitive data is handled and transferred in a secure environment.

So why wait? Start integrating your Zoho CRM into ChatGPT with adenin today. Enjoy a hassle-free experience of managing your CRM data right from your team chat. Get started with your free account now!

Connect Zoho CRM to ChatGPT now

About adenin’s ChatGPT channel

With the adenin custom GPT you can turn your chat into a veritable business assistant. Simply ask it to look up some data, check what tasks you have to due, or enquire about company policies.Through ChatGPT's smartness it's easier than... Read more

Alternative chatbot to ChatGPT

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Frequently asked questions about ChatGPT Zoho CRM integration (FAQ)

What data sources are available for Zoho CRM?

Zoho CRM provides a total of 294 data sources. See the first 16 below.

Zoho CRM integration
Leads
See all leads from your Zoho CRM account
Zoho CRM integration
New Leads
See new leads from your connected Zoho account
Zoho CRM integration
a Specific Email of a Record
Use this API to get the details of the emails sent from a record in any of these modules. This API returns ten emails per API call.
Zoho CRM integration
Accounts
To get the list of available records in the Accounts module.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/actions/blueprint
To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/actions/share
To get the details of a shared record in the Accounts module.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/Attachments/{attachment_id}
To download a file attached to a record.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record_id}/photo
To download a photo associated with a module.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/{record-id}/Attachments
Zoho CRM integration
Accounts - get /crm/v4/Accounts/actions/count
Zoho CRM integration
Accounts - get /crm/v4/Accounts/actions/mass_update
To get the status of the mass update job scheduled previously.
Zoho CRM integration
Accounts - get /crm/v4/Accounts/deleted
To get the list of available records in the Accounts module.
Zoho CRM integration
Accounts - get /crm/v4/Products/{record_id}/Accounts
To get the Accounts associated with a Product.
Zoho CRM integration
Accounts - get /crm/v4/settings/modules/Accounts
To get the metadata of the Accounts Module.
Zoho CRM integration
All Emails of a Record
Use this API to get the details of the emails sent from a record in any of these modules. This API returns ten emails per API call.
Zoho CRM integration
Assignment Rules

To see the other 278 data sources, go to the main Zoho CRM listing in the App Directory.

Is the ChatGPT integration free?

Yes, ChatGPT is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as ChatGPT are free, the use of adenin (including using data from Zoho CRM) incurs usage charges according to your plan. See the pricing page for details →

Who is the ChatGPT integration for?

adenin’s ChatGPT connector is a popular choice for Marketing and Sales teams at small to large organizations. The data sources that are built into Zoho CRM (see above) are incredibly simple to integrate into ChatGPT and don't require any technical know-how. The adenin platform completely handles authenticating with Zoho CRM and then loads your data into an Adaptive Card layout that, in turn, will be embedded into ChatGPT.

Do I have to be a developer to use the ChatGPT integration with Zoho CRM?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Zoho CRM is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Zoho CRM integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).

Then with the built-in Card designer we automatically generate a layout from your Zoho CRM data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.

Lastly, there will be the ChatGPT integration which is self-explanatory to install. Just check the installation instructions section for more details.

How does adenin ensure my Zoho CRM data is safely delivered to ChatGPT?

We use the secure OAuth standard which means you authorize adenin accessing your Zoho CRM data and in turn authorize us to share this data with ChatGPT. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case ChatGPT) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Install Zoho CRM integration for ChatGPT

With adenin you can easily integrate any business app into ChatGPT

  1. Click the Add button below

    adenin logoAdd Zoho CRM to adenin

  2. Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Zoho CRM integration will start.

  3. Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Zoho CRM account and more attributes (if they are required).

    At the end click Finish and our built-in smart technology generates a Card with the live data it received from the Zoho CRM API.

    Image of Zoho CRM securely connecting with authorization from user
    Zoho CRM icon

    Zoho CRM

  4. Your Card will now appear on your adenin dashboard.

  5. Modify or embed your Zoho CRM Adaptive Card from the ··· button in the top right-hand corner of your card:

    Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.

    By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your Zoho CRM works as a SharePoint web part, or with chatbots such as Microsoft Teams.

To begin, add the adenin’s ChatGPT integration to your ChatGPT account.

Simply follow the button to enter adenin GPT's start screen.

To sign up you will need a ChatGPT Plus account. Once you have that simply ask adenin GPT your first question.

Questions can be answered only from apps you previously added to your adenin account.

After your first question ChatGPT will need to link your adenin and OpenAI account by asking like this:

Click the Sign in with app.adenin.com button and then Allow adenin to share your account with OpenAI.

Once that's done you sometimes have to ask the GPT chat the same question again.

adenin GPT will require constant access to your adenin account, therefore we recommend you click the Always allow button to streamline the process.

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How are you liking this new chatbot? Please share your feedback with the team by using the chat button. We'd love to hear what works or doesn't work so well.

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With all our other apps, your possibilities are endless

adenin’s ChatGPT integration isn't just limited to CRM applications, such as Zoho CRM. Truly transform your ChatGPT experience by simply browsing our App Directory for all your other work tools.

It’s like a personal homescreen where you can monitor everything with ease and from one central location.

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