# Ray and Zoho CRM

> Leads, contacts, and deals, with the calls and tasks logged against them.

Source: https://heyray.io/integrations/zoho-crm

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. 29 reads run without asking. 12 actions wait for a human approval.

## What Ray reads in Zoho CRM

Reading changes nothing, so Ray never stops to ask whether it may look something up.

- Leads, contacts, accounts, and deals
- Calls, events, tasks, notes, and the emails on a record
- Modules, their fields, and anything you search for

## What waits for your approval

Every one of these posts an approval card in the thread showing exactly what is about to happen. Nothing runs until someone clicks approve, and no setting turns that off.

- 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

## 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

## Ask it like this

- "@Ray which deals moved stage this week?"

## Connecting Zoho CRM

Every person on the team connects their own Zoho CRM account on Zoho CRM's own login screen, so Ray can only reach what that person can already reach, and the history in Zoho CRM shows who actually asked. Passwords never pass through Ray. Disconnecting Zoho CRM or uninstalling Ray revokes the connection.

## More

- This page for people: https://heyray.io/integrations/zoho-crm
- Every integration: https://heyray.io/integrations.md
- Install Ray: https://heyray.io/install.md
- Pricing: https://heyray.io/pricing.md