What the agent can do
Read records
Pull leads, contacts, and deals.
Create records
Add new leads and contacts.
Update records
Change fields and move deals.
Search
Find the right record.
Example agent tasks
What you share
During the connect flow you authorize what the agent can reach. It works only within what you grant. As with every connection, the underlying token is handled securely and never exposed to the model. See Permissioning.Connecting
1
Authorize Zoho CRM for the agent
From the agent’s connections, choose Zoho CRM and sign in.
2
Approve the access
Confirm what the agent can reach. You can change this later.
3
The agent gets to work
It works through the secure proxy, within what you granted.
Learn more
Zoho CRM API docs
The full reference for what’s possible.
How credentials stay safe
The proxy model that keeps tokens out of the agent’s reach.