CRM

Connect Zoho to Sortment

Connect Zoho to Sortment so its AI agents can keep contacts, deals and lifecycle stages in sync with your campaigns and journeys. You approve every change.

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Actions: 57
Triggers: —
Authentication: OAuth2
Category: CRM

What Sortment's agents can do in Zoho

57 actions. The ones lifecycle programs use most are shown first.

Create Contact in Zoho CRM
Create Deal in Zoho CRM
Create Email Draft in Zoho CRM
Create Zoho Event
Create Lead in Zoho CRM
Create Zoho CRM Tag
Search Zoho CRM Accounts
Search Zoho CRM Contacts
Search Deals in Zoho CRM
Search Events
Search Leads
Update Zoho CRM Account
Update Zoho CRM Deal
Update Zoho CRM Email Draft
Update Zoho CRM Event
Update Lead
Create Note in Zoho CRM
Create Zoho CRM Record
Search Zoho CRM Calls
Search Notes
Search Zoho CRM Tasks
Search Zoho CRM Records
Update Zoho CRM Call
Update Zoho CRM Note
Update Related Records in Zoho CRM
Update Zoho CRM Record
Get Zoho CRM Account
Get Zoho CRM Contact
Get Email Drafts for Zoho CRM Record
Get Zoho Event
Get Zoho CRM Record Emails
Get Zoho CRM Related Lists Metadata
Get Zoho CRM User
Get Zoho CRM Users
List Zoho CRM Accounts
List Zoho CRM Calls

Show all 57 actions

List Contacts
List Deals
List Zoho CRM Events
List Zoho CRM Leads
List Zoho CRM Modules
List Zoho CRM Notes
List Attachments for Zoho CRM Record
List Zoho CRM Tasks
Get Call
Get From Addresses
Get Zoho CRM Module Fields Metadata
Get Zoho CRM Note
Get Zoho CRM Related Records
Get Zoho CRM Task
Get Zoho CRM Records
Upload Attachment to Zoho CRM Record
Validate Zoho CRM Credentials
Convert Zoho CRM Lead
Delete Zoho Account
Delete Zoho CRM Contact
Delete Zoho CRM Deal

How it works

1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.