Connect Zoho to ZenSearch
Let AI agents search and act across Zoho CRM, Desk, and People — through secure per-user OAuth, on your US, EU, or India data center.
What ZenSearch indexes from Zoho
Zoho CRM
Discover modules and fields, search Leads, Contacts, Deals, and custom objects by criteria, email, or phone, fetch records by id, and run SQL-like COQL queries — live, no copy of your data.
Zoho Desk
List and search tickets by subject, contact, or status, read a ticket with its full conversation thread, look up contacts, and work across your Desk organizations.
Zoho People (HRMS)
Read employee records, search the directory, and look up leave types, leave records, and attendance reports straight from Zoho People.
Per-User OAuth
Each teammate authorizes their own Zoho account. Agents act with that user's permissions — there is no shared service credential and nothing is over-scoped.
US, EU & India Data Centers
Zoho routes you to your data center automatically at connect time. CRM, Desk, and People calls are pinned to the matching regional host for data residency.
Live, Not Indexed
Zoho is an agent tool, not a crawl. Every answer is fetched on demand against the live API, so agents always reason over current records — never a stale snapshot.
What agents can do in Zoho
Beyond search, agents can take actions in Zoho. Every write is risk-tiered and gated behind human approval, and connected credentials are required.
Create & update CRM records
Create or update records on any writable Zoho CRM module and attach notes — so an agent can log an outcome or advance a deal after researching the account. Writes are approval-gated.
Comment on & update Desk tickets
Post public or private comments and update ticket status, priority, or assignee, letting an agent triage and respond to support tickets end to end.
Act in Zoho People
Apply leave, record an attendance punch, or insert and update HR form records on behalf of the connected user — each behind a human approval.
Up and running in three steps
Connect your Zoho account with one-click OAuth. ZenSearch routes you to your data center (US, EU, or India) automatically, and each user authorizes their own access.
ZenSearch registers Zoho CRM, Desk, and People as agent tools, scoped to what your grant allows. Nothing is copied or indexed — agents query Zoho live.
Ask questions in chat or build automations. Agents read across Zoho and take approval-gated actions like creating records or replying to tickets.
Questions your team can finally answer
Once Zoho is connected, your team can ask natural-language questions and get cited answers instantly.
“What's the stage and amount of the open opportunity for Acme in Zoho CRM?”
Searches the Deals module for Acme, returning the deal stage, amount, close date, and owner from live Zoho CRM data.
“Summarize the open Zoho Desk tickets for Globex and draft a reply on the highest-priority one.”
Lists Globex's open tickets, reads the top ticket's conversation thread, and proposes a reply you can approve before it posts.
“How many casual leave days does Jordan have left this year?”
Looks up the employee in Zoho People and returns their casual leave balance from the leave-type details.
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