The Autohive Zoho CRM integration connects your Zoho CRM with Autohive’s automation platform, enabling:

  • Complete CRM automation - Manage contacts, accounts, deals, and leads through comprehensive CRUD operations
  • Sales pipeline management - Track deals from lead to close with automated stage progression and activity logging
  • Customer lifecycle automation - Automate lead conversion, contact management, and account relationship tracking
  • Activity management - Create and manage tasks, events, and calls for comprehensive CRM productivity
  • Advanced relationship mapping - Access hierarchical account structures and related record relationships
  • Custom data operations - Execute complex COQL queries for advanced data analysis and reporting
  • Cross-module workflows - Coordinate activities across all CRM modules for comprehensive customer management

Install the integration

  1. Log in to Autohive and navigate to Your user profile > Connections or Your workspace -> Manage workspace

  2. Locate the Zoho CRM Integration card and click Connect

    List of integrations in Autohive

  3. Authorize with Zoho - you’ll be redirected to Zoho’s authorization page

  4. Review and approve permissions. Autohive requests access to:

    Ensure you approve the permissions required in order for the integration to function as expected.

  5. Confirm installation - you’ll be redirected to Autohive with “Connected” status displayed

Use the integration

You can now use the integration with your agents, workflows and scheduled tasks!

  1. Follow our Create your first agent guide on how to create an agent.
  2. In the ‘Agent settings’, scroll down to the ‘Add capabilities’ section and turn on the Zoho CRM capability. You can choose what individual Zoho capabilities to turn on and off.
  3. Once the settings have been selected, begin prompting the agent of the workflow you’d like to achieve with Autohive and Zoho CRM!

Available capabilities

Contact Management

  • Create Contact: Add new contacts with detailed profile information including contact details and company associations
  • Get Contact: Retrieve complete contact records with all fields and related information
  • Update Contact: Modify existing contact information while preserving data relationships
  • Delete Contact: Remove contacts from the CRM with proper data cleanup
  • List Contacts: Browse all contacts with pagination, filtering, and sorting capabilities
  • Search Contacts: Find specific contacts using various search criteria and filters

Account Management

  • Create Account: Add new companies and organizations with comprehensive business information
  • Account Operations: Complete CRUD operations for account management and organization tracking
  • Account Hierarchy: Access and manage complex organizational structures and relationships
  • Business Information: Track industry, revenue, employee count, and other business metrics

Deal and Opportunity Management

  • Create Deal: Add new sales opportunities with deal value, stage, and probability tracking
  • Sales Pipeline: Manage deals through sales stages with automated progression and notifications
  • Deal Relationships: Access complete deal context including related contacts, accounts, and activities
  • Revenue Tracking: Monitor deal values, close dates, and sales performance metrics

Lead Management and Conversion

  • Create Lead: Capture new prospects with detailed qualification information
  • Lead Qualification: Track lead status, rating, and qualification progress
  • Convert Lead: Automatically convert qualified leads to contacts, accounts, and deals
  • Lead Scoring: Manage lead ratings and prioritization for sales follow-up

Activity and Task Management

  • Create Task: Schedule follow-ups, reminders, and action items with priority and due date tracking
  • Event Management: Schedule meetings, calls, and appointments with participant coordination
  • Call Logging: Record call activities with duration, outcome, and detailed notes
  • Activity History: Track complete communication history and customer interaction timelines

Advanced CRM Operations

  • Get Related Records: Access relationships between CRM records for comprehensive customer views
  • Account Hierarchy: Navigate complex organizational structures and parent-child relationships
  • Contact Activities: View complete activity history for specific contacts including all interactions
  • Execute COQL Query: Run custom queries for advanced data analysis and complex reporting
  • Update Related Records: Bulk update operations for efficient data management

Key features

Comprehensive CRM Automation

  • Full CRUD operations across all major CRM modules (contacts, accounts, deals, leads, tasks, events, calls)
  • Advanced relationship mapping and hierarchical data access
  • Custom field support and CRM configuration flexibility
  • Professional sales pipeline management with stage tracking and conversion metrics

Lead-to-Deal Conversion Workflows

  • Automated lead qualification and scoring processes
  • Seamless conversion from leads to contacts, accounts, and deals
  • Lead source tracking and ROI analysis capabilities
  • Automated follow-up task and event creation

Sales Pipeline Management

  • Deal stage progression with probability and value tracking
  • Sales activity logging and communication history
  • Revenue forecasting and performance analytics
  • Team collaboration features for sales coordination

Enterprise CRM Integration

  • OAuth 2.0 authentication with Zoho’s enterprise security
  • Custom COQL query support for complex data operations
  • Bulk operations and batch processing for large datasets
  • Integration with Zoho’s complete business application suite

Common use cases

Automated Lead Management

  • Capture leads from multiple sources (website forms, marketing campaigns, referrals)
  • Automatically qualify leads based on criteria and scoring rules
  • Convert qualified leads to contacts and create sales opportunities
  • Generate follow-up tasks and schedule initial contact activities

Sales Process Automation

  • Automate deal creation from qualified leads and opportunities
  • Progress deals through sales stages based on activities and milestones
  • Generate proposals, quotes, and sales documentation automatically
  • Track sales performance and generate revenue reports

Customer Onboarding Workflows

  • Create comprehensive customer records from new deal closures
  • Generate onboarding task lists and project timelines
  • Schedule kickoff meetings and implementation activities
  • Track customer success metrics and satisfaction scores

Marketing Integration and Follow-up

  • Sync marketing qualified leads with sales CRM processes
  • Track campaign performance and lead conversion rates
  • Automate nurturing workflows for unqualified leads
  • Generate marketing ROI reports and lead source analysis

Customer Service Integration

  • Create service cases and support tickets from CRM interactions
  • Track customer communication history and issue resolution
  • Generate customer satisfaction surveys and feedback collection
  • Coordinate between sales and support teams for account management

Advanced CRM features

COQL Query Capabilities

  • Execute complex queries across multiple CRM modules
  • Generate custom reports and analytics dashboards
  • Filter and analyze data using advanced criteria and relationships
  • Export data for external analysis and business intelligence tools

Relationship Management

  • Map complex organizational structures and account hierarchies
  • Track relationships between contacts within organizations
  • Manage partner networks and vendor relationships
  • Coordinate team selling and account management activities

Activity and Communication Tracking

  • Log all customer interactions including calls, meetings, and emails
  • Track communication preferences and contact history
  • Schedule follow-up activities and set reminders
  • Generate activity reports and productivity metrics

Data Quality and Management

  • Maintain data consistency across all CRM modules
  • Prevent duplicate records and maintain clean data
  • Validate data entry and enforce business rules
  • Generate data quality reports and cleanup recommendations

CRM workflow examples

Lead Conversion Process

  1. Create lead from marketing source or referral
  2. Qualify lead through scoring and activity tracking
  3. Convert qualified lead to contact, account, and deal
  4. Generate onboarding tasks and sales activities
  5. Track deal progression through sales pipeline

Account Management Workflow

  1. Create account record with complete business information
  2. Add key contacts and decision makers
  3. Map organizational hierarchy and relationships
  4. Track business opportunities and revenue potential
  5. Generate account plans and growth strategies

Sales Team Coordination

  1. Assign leads and opportunities to appropriate sales team members
  2. Track sales activities and pipeline progression
  3. Coordinate team selling efforts and resource allocation
  4. Generate team performance reports and goal tracking
  5. Manage sales territories and account assignments

Disconnect the integration

Important: Disconnecting stops data synchronization but preserves existing data in both systems.

  1. Navigate to Your user profile -> Connections or Your workspace -> Manage workspace
  2. Find the Zoho CRM Integration
  3. Click Disconnect and confirm

Data Impact: Existing data remains unchanged in both systems, but sync stops and Autohive loses Zoho CRM API access.

Uninstall the app

From Zoho: Go to your Zoho account settings > Connected Apps > Find Autohive and revoke access