Zoho CRM, without opening Zoho CRM.
Leads, contacts, and deals, with the calls and tasks logged against them.
- Free to start
- No card
- Every write waits for you
- Your own account, not a shared login
Ask in your own words.
Nothing to configure and no builder to open. Copy one of these into a thread, swap in your own Zoho CRM details, and Ray takes it from there.
@Ray which deals moved stage this week?
@Ray convert that lead now they have signed.
@Ray log the call with Acme and what we agreed.
@Ray which leads have had no activity for a month?
What Ray can and cannot do in Zoho CRM
Reading is free, because reading changes nothing. Everything that writes waits for you. The rest is not on Ray’s list.
29 reads wired, 12 actions that wait for a human.
Runs on its own
What Ray reads in Zoho CRM
- Leads, contacts, accounts, and deals
- Calls, events, tasks, notes, and the emails on a record
- Modules, their fields, and anything you search for
Reading changes nothing, so Ray never stops to ask whether it may look something up.
Asks first, every time
What waits for your approval
- Add a lead, a contact, or a deal
- Convert a lead
- Update an account, deal, lead, call, event, or note
- Schedule an event, or add a note
Ray posts a card showing exactly what it is about to do. Nothing happens until someone clicks approve, and no setting turns that off.
Not on the list
Things Ray is never handed
These are left out during curation, so they are not something Ray could do and decides against. They are not in front of it at all.
- Delete an account, a contact, or a deal
- Write to your custom modules
- Draft or change an email
Exactly what Ray will ask you to approve.
Not a category of permission. These are the Zoho CRM actions Ray can take, each one stopping in the thread with the real content before it happens.
- Convert Zoho lead
- Add a contact to Zoho CRM
- Create a Zoho deal
- Schedule a Zoho event
- Add a lead to Zoho CRM
- Add a note in Zoho CRM
- Update Zoho account
- Update Zoho call
- Update Zoho deal
- Update Zoho event
Convert Zoho lead
Showing Lead id, each carrying the exact content that will land.
How Ray works with Zoho CRM
No workflow to build, and nothing to maintain when the work changes.
- 01
Connect Zoho CRM
One click, right where you asked. Ray posts a connect card, you authorise Zoho CRM with your own account, and the work you asked for picks up where it left off.
- 02
Ask in plain words
In the conversation you were already having. Nothing to build, no trigger to map, no tab to open.
- 03
Approve, and it lands
Reading runs on its own. Anything that creates, sends or spends stops first and shows you the exact content.
Priya
@Ray the checkout bug is back. Take a look in Zoho CRM, and tell Dana it is being looked at.
Convert Zoho lead
- Waiting on
- your approval
Ray uses Zoho CRM together with the rest of your tools.
One ask can read Zoho CRM, cross-reference what is in these, and land the finished result back in the thread. Not four connectors taking turns, one teammate with one memory.
What does connecting Zoho CRM to Ray actually do?
Ray is an AI teammate that works in your team chat, on Slack today. Connect Zoho CRM and it can do the Zoho CRM part of a request without anyone leaving the conversation: read what it needs, draft the change, and post it for approval before anything is written.
It is not a workflow builder. There is no trigger to configure and no automation to repair when your process shifts. You describe the outcome in the thread and Ray picks the actions, including actions in your other connected tools when the request spans more than one.
Every person on the team connects their own Zoho CRM account, so Ray can only reach what that person can already reach, and the history in Zoho CRM shows who actually asked.
Security and permissions
- You authorise Zoho CRM on its own login screen. Your password never passes through Ray.
- Writes are gated in the execution path, not by a prompt. There is no setting that grants blanket approval.
- Each workspace is isolated at the database level, and that isolation is tested by trying to break it.
- Disconnect Zoho CRM in a message, or uninstall Ray and every connection it held is revoked.
Zoho CRM and Ray, answered
The questions teams ask before they connect Zoho CRM. Every answer is how this integration is built rather than a promise about it.
More crm & sales integrations
Ray uses them together in a single run when a request spans more than one.
Put Ray to work in Zoho CRM.
Free to start, no credit card, and it asks before it acts.
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