# Zoho CRM

Connect Zoho CRM so the agent finds contacts, creates leads or deals and reacts to Zoho events

> Full REST + WebSocket API reference: https://api.happ.tools/reference

Zoho CRM is a sales CRM. Connected, the agent finds the contact or lead by phone, creates a lead or a deal, searches the catalog, logs calls, and receives Zoho events (new leads, deal stage changes) on its own.

## Before you start [#before-you-start]

* **A Zoho user with access to leads, contacts, deals and products** — the agent acts on their behalf.

## Connect [#connect]

1. **Integrations** > **Add Integration** > **Zoho CRM**.
2. Optionally tick the data consent, then click **Continue to Zoho**.
3. Sign in to Zoho and allow access — you are returned to Happ.

## After connecting [#after-connecting]

No keys to paste — access comes from the Zoho authorisation. One Zoho organisation can be connected to one Happ workspace. The card shows the organisation, the user email and a link to Zoho.

**I agree that Happ receives and stores this CRM's data** — optional. Ticked, Happ syncs contacts, deals, leads and activities; unticked, nothing is stored and the integration works directly (assistant tools, call notes). Disconnecting withdraws consent and deletes the copied data.

The card's menu also has **CRM call triggers**, **Copy webhook URL**, **Rotate webhook** and **Webhook logs** — for calls started by CRM events.

What the agent may do is set per agent: **Agents** > the agent > **Integrations** > the integration's settings.

* **Customer search** — find the customer by phone mid-conversation
* **Create** a lead or a deal, with pipeline and stage (required), expected closing in N days (Zoho requires a closing date on every deal), lead status and owner
* **Log calls** — write each call into the CRM, optionally with the full transcript

**API:** [api.happ.tools/reference](https://api.happ.tools/reference)

## Next [#next]

* [CRM](/docs/integrations/crm) — all CRM integrations
* [Tools](/docs/agents/tools) — what the agent calls mid-conversation