Jaha + Zoho CRM
Answers contract and renewal questions out loud during the call, citing the record number so people can check it.
- Category
- CRM
- Sign-in
- OAuth
- Plan
- Business and above
- Writes
- Summary and actions, attached to the matching record
- Reads
- Deals and accounts, before the call
What Jaha does with Zoho CRM
Summary and actions, attached to the matching record
Queued to send, tried again if it fails, and never sent twice. You can see every send: what went out, when, and what came back.
Before a customer call, Jaha has already read the deal in Zoho CRM: recent activity, open items and what was promised last time. When someone asks “where did we leave this?”, the answer comes from your CRM, so nobody has to rely on memory.
Connecting Zoho CRM, step by step
- 1
Choose it in Integrations
Integrations in your dashboard lists Zoho CRM along with everything else your plan includes.
- 2
Approve it in Zoho CRM
You'll go to Zoho CRM’s own sign-in, approve the permissions it asks for and come back here. No secret ever goes through a form.
- 3
Choose where it goes
Pick the destination in Zoho CRM and which parts of a meeting it gets. That's the rule, and it starts working from the next meeting.
You can revoke access from inside Zoho CRM at any time, and Jaha stops right away.
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