flo.space
Integrations / Zoho CRM

Zoho CRM

Reads accounts, deals, and activity so prepared actions match what the record already knows.

All integrations
What it does

What flo.space prepares with Zoho CRM

Reads accounts, deals, and activity so prepared actions match what the record already knows.

  • Prepare the Zoho CRM record update a conversation just made necessary
  • Draft the next touch on a deal that has gone quiet
  • The record changes when you approve it, and not before
Reads and writes

What it reads, and what it can write

Reads · read-only to start

Only the Zoho CRM data you connect, within the OAuth scopes you approve. flo.space reads the context it needs to prepare an action and nothing beyond it.

Writes · only on approve

Nothing writes back to Zoho CRM until you approve it. On approval, flo.space performs the exact action you reviewed, and logs it to the audit trail.

Where it fits

Zoho CRM in your stack

flo.space groups Zoho CRM under crm & pipeline. Connect it and the actions it informs land in the same queue as everything else, each one carrying the records it was built from and the reasoning behind it, waiting on your approval.

Put Zoho CRM on approve

Connect Zoho CRM read only and let flo.space prepare the first wave of actions. Nothing sends until you approve.

Talk to sales
Read only to start · Nothing sends without your approval