# Zoho CRM AI employee Viktor is an AI employee that connects to Zoho CRM and helps you track deals and customer relationships through a sales pipeline, running 12 Zoho CRM actions for you like Get Object, List Fields, and List Objects. Ask in plain English from your workspace; Viktor does the work in Zoho CRM and reports back. Viktor connects in one click via OAuth. - Tool: Zoho CRM - Category: Sales & CRM - Connection: One-click OAuth - Actions available: 12 - Currently available in: Slack and Microsoft Teams - Page: https://viktor.com/integrations/zoho-crm ## What can you ask Viktor to do in Zoho CRM? - "Update the Zoho CRM deal I closed today and move it to won." - "Pull this week's pipeline from Zoho CRM and post a summary to #sales every Friday." - "Find contacts in Zoho CRM we haven't touched in 30 days and draft follow-ups." - "Cross-check Zoho CRM against our billing records and flag deals that don't match." ## What can Viktor do in Zoho CRM? (12 actions) - **Upsert Records** - Inserts new records or updates existing ones based on duplicate check field values. - **Upload Attachment** - Uploads an attachment file to Zoho CRM from a URL or file path. - **Update Object** - Updates existing entities in the module. - **Search Objects** - Retrieves the records that match your search criteria. - **List Objects** - Gets the list of available records from a module. - **List Modules** - Retrieves a list of all the modules available in your CRM account. - **List Fields** - Gets the field metadata for the specified module. - **List Attachments** - Gets the list of attachments for a record in Zoho CRM. Use List Modules to find the module API name and List Objects to find the recordId. Results are paginated 200 per page (page is 0-indexed). - **Get Object** - Gets record data given its id. - **Download Attachment** - Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step. - **Create Object** - Create a new object/module entry. - **Convert Lead** - Converts a Lead into a Contact or an Account. ## How does Viktor work with Zoho CRM? 1. Open Viktor in a supported workspace. 2. Connect Zoho CRM with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Zoho CRM actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Zoho CRM AI agent? A Zoho CRM AI agent is an AI that connects to your Zoho CRM account and completes work in it - it doesn't just answer questions about Zoho CRM, it takes the actions. Viktor is an AI employee that works in Zoho CRM on your behalf and delivers the finished result to your workspace. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Zoho CRM actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Zoho CRM Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform. ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Zoho CRM actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with Zoho CRM? Yes. Zoho CRM is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Zoho CRM from their workspace - no workflow builder, no code. ### How do I connect Zoho CRM to Viktor? Ask Viktor in your workspace to connect Zoho CRM, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in Zoho CRM? Viktor can run 12 Zoho CRM actions, including Get Object, List Fields, and List Objects - and chain them with other tools in a single request. In practice that means Viktor helps you track deals and customer relationships through a sales pipeline. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate Zoho CRM? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in your workspace, and Viktor decides which Zoho CRM actions to take, runs them, and reports back. ### Is my Zoho CRM data secure with Viktor? Yes. Viktor connects to Zoho CRM in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Zoho CRM integration cost? Nothing extra - every integration, including Zoho CRM, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use Zoho CRM together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Zoho CRM, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace. ## Viktor uses Zoho CRM together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) - [Stripe](https://viktor.com/integrations/stripe) ## More Sales & CRM integrations - [HubSpot](https://viktor.com/integrations/hubspot) - [Upsales](https://viktor.com/integrations/upsales) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Teamgate](https://viktor.com/integrations/teamgate) - [Pipedrive](https://viktor.com/integrations/pipedrive) - [Enrich Layer](https://viktor.com/integrations/enrich-layer) - [Zoom](https://viktor.com/integrations/zoom) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.