Zoho CRM integration
Arkeo agents for Zoho CRM
Arkeo agents work in your Zoho CRM alongside your team. They log calls and emails, answer new leads, set up new clients, follow up on open deals, and report on your pipeline each week.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in Zoho CRM
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams.
- ✓Logs emails and callsas they happen
- ✓Closes the task when the reply landsright away
- ✓Moves the deal to the right stageper deal
Your CRM stays right without anyone typing.
Zoho CRM
Outlook- ✓Sees new leads from your forms and siteas they come
- ✓Sends the first reply and a link to booksame day
- ✓Tells the lead's ownerright away
No lead waits days for a reply.
Zoho CRM
Calendly
Gmail- ✓Sends the intake formwhen they sign
- ✓Fills in the client's record from their answerssame day
- ✓Builds the folder and task listsame day
New clients start without anyone setting them up.
Zoho CRM
Jotform
Google Drive- ✓Finds deals with no next stepevery day
- ✓Drafts the follow-up from the last emailper deal
- ✓Sets a task for the deal ownerright away
No quote goes quiet for weeks.
Zoho CRMOutlook
Microsoft Teams- ✓Pulls open deals by stage and ownerevery Monday
- ✓Finds deals with no next stepper deal
- ✓Sends the report to your teamMonday morning
Know what will close without building the report.
Zoho CRM
SlackWorks with the rest of your software
Agents carry the work from Zoho CRM into the other software your team uses, so nothing waits for someone to copy it over.
QuickBooks
XeroBusinesses that run on Zoho CRM
How it connects
You make the key in your own Zoho CRM account. Nothing to install on your computers, and nothing to wait for.
Where
In the Zoho API console. You make a self client, set what it can see and change, then make a code for your CRM organization.
Who can do it
A Zoho CRM user in your organization, usually an admin.
Plan
Any Zoho CRM edition, including Free. Each edition has a daily API limit. Free has the smallest, and higher editions with more users get more.
Agents can see
- Leads, contacts and accounts
- Deals and their stages
- Tasks, calls, meetings and notes
- Tags, fields and saved views
Agents can change
- Leads, contacts and accounts
- Deal stages
- Tasks, notes and logged calls
- Tags on records
Agents can't
- Go past the daily API limit your edition has.
- Touch anything you didn't give the self client access to.
- Get back in after you revoke its access.
What this looks like at your business
Logging calls and emailsEmails and calls logged, and deals moved to the right stage.
Designed for firms that sell in Zoho CRMNew lead repliesEach new lead gets a reply, and the owner is told.
Designed for firms that sell in Zoho CRMPipeline reportOpen deals by stage, and the ones with no next step.
Designed for firms that sell in Zoho CRMIs this you?
- You track leads and clients in Zoho CRM
- Your team logs calls and updates deals by hand
- You want more clients without more staff
✕Just starting, with a few leads a month: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your Zoho CRM?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and Zoho CRM
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Your contacts and deals never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Do I need a paid Zoho CRM edition?
No. Agents work on any edition, including Free. Free has a small daily API limit, so busy firms do better on a paid edition.
Will the agents change my CRM?
They make the changes your process allows, like logging calls or moving a deal, and send the rest to your team.
Can I turn it off?
Yes. Revoke the self client's access and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.