Zoho CRM uses OAuth for authentication and has a comprehensive REST API across all its modules — Leads, Contacts, Accounts, Deals, and any custom modules you've built. We push new chat and voice captures directly into the right module and keep the data in sync.
Zoho's Workflow Rules can send an outgoing webhook to Small Business Chatbot whenever a record changes, which means anything you can detect in Zoho — a status change, a custom field, an assignment — can trigger an SMS, email, or AI voice follow-up.
Popular workflow recipes
When this happens → do thatTriggers & Actions
4 triggers · 5 actionsA Contact, Lead, or Deal is created in Zoho from any source (chat, web form, manual entry).
A Zoho Deal or Lead moves between stages or has its status updated.
Any Zoho property or custom field changes value — use it as a trigger for AI follow-ups.
A Zoho record is reassigned to a different sales rep or team.
In any module including your custom ones.
Log the full conversation summary on the record.
Use round-robin or territory rules to assign the new record.
Lead source, score, intent, and any module-specific fields.
Programmatic stage updates as conversations progress.
How to connect Zoho CRM
~10 minutes- Webhooks cannot be set up for Call Logs or Notes modules.
- Datacenter matters — your Client ID is bound to the region (.com, .eu, .in, etc.) and is not portable.