# Zoho AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Zoho in one click via OAuth and helps you track deals and customer relationships through a sales pipeline, running 12 Zoho actions for you like Get Object, List Fields, and List Objects. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Zoho and reports back. Setup takes about two minutes. - Tool: Zoho - Category: Sales & CRM - Connection: One-click OAuth - Actions available: 12 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/zoho ## What can you ask Viktor to do in Zoho? - "Update the Zoho deal I closed today and move it to won." - "Pull this week's pipeline from Zoho and post a summary to #sales every Friday." - "Find contacts in Zoho we haven't touched in 30 days and draft follow-ups." - "Cross-check Zoho against our billing records and flag deals that don't match." ## What can Viktor do in Zoho? (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? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Zoho with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Zoho actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Zoho AI agent? A Zoho AI agent is an AI that connects to your Zoho account and completes work in it - it doesn't just answer questions about Zoho, it takes the actions. Viktor is that agent: an AI employee that works in Zoho on your behalf and delivers the finished result in Slack or Microsoft Teams. 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 actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Zoho Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Zoho 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? Yes. Zoho 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 from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Zoho to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Zoho, 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? Viktor can run 12 Zoho 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? 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 Slack or Microsoft Teams, and Viktor decides which Zoho actions to take, runs them, and reports back. ### Is my Zoho data secure with Viktor? Yes. Viktor connects to Zoho 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 integration cost? Nothing extra - every integration, including Zoho, 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 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, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Zoho 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.