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Integration · Zoho CRM

Qualified leads in your Zoho CRM account, day and night.

Your AI agent talks to visitors on your website, WhatsApp and email, asks your qualifying questions and creates the lead in Zoho CRM with the conversation attached.

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  • Leads created in Zoho CRM
  • Website, WhatsApp and email
  • Set up with our team
Hugo · Advice AI agent · Online

Is a heat pump worth it for a 1970s house in Leuven? We heat with gas now.

It can be, depending on your insulation. Our advisor can check during a home visit. May I have your name, postcode and phone number?

Tom Jacobs, 3000, 0470 00 00 00

Lead created in Zoho CRM · Heat pump, home visit, 3000

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The problem

Interest in the evening, a cold lead by morning.

People compare offers in the evening and at the weekend. By the time someone calls back, they have contacted a competitor.

Web forms collect a name and an email, but not the budget, timing or needs your advisors look for.

And someone still has to type every lead into Zoho CRM.

How it works

From question to qualified lead.

Your channels

  • Website
  • WhatsApp
  • Email

Your AI agent

Zoho CRM

  • Lead
Conversations on your website, WhatsApp and email reach your AI agent, which creates leads in Zoho CRM.

  1. Step 1

    We connect Zoho CRM

    During onboarding, we link your agent to your Zoho CRM account, with the access your admin approves.

  2. Step 2

    Your agent qualifies

    It answers questions and asks what matters for your sales process: need, budget, timing and contact details.

  3. Step 3

    The lead appears in Zoho CRM

    With the lead source and owner you choose, and the conversation attached.

What you get

Every lead, ready for a call.

  • Qualified, not just captured

    Budget, timing and needs, collected in the conversation.

  • The right owner

    Lead source and owner filled in, so each lead reaches the right person.

  • Every channel

    Leads from your website, WhatsApp and email end up in the same Zoho CRM account.

  • Day and night

    Leads from the weekend are ready in Zoho CRM on Monday morning.

FAQ

Questions about Zoho CRM.

What does the agent create in Zoho CRM?
A lead with the details the agent collects, the lead source and owner you choose, and the conversation attached.
What do we need on the Zoho CRM side?
A Zoho CRM account and an admin who approves the connection. You can withdraw access at any time.
Which plan do I need?
CRM and helpdesk integrations are part of the Advanced plan (€49 per agent per month, excl. VAT) and the Enterprise plan.
Who sets it up, and is there a setup cost?
Our team sets up the connection during onboarding, so you do not need a developer. We agree any one-time setup cost with you in writing before we start.
Which details are sent to Zoho CRM?
The contact details and answers the agent collects, plus the conversation. You decide which questions the agent asks and which fields we fill in.

Ready when you are

Set it up today. It works tonight.

Your first agent is free for 5 days and live in minutes, with a chat bubble for your website.

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