Speed up Zoho CRM with Olivia AI
Olivia is your AI call agent that answers, qualifies and follows up on every call. It then writes the result right back to Zoho CRM. No missed opportunities. No manual data entry. No dead end calls.
Once connected, every conversation Olivia AI has is a Zoho CRM record your team can act on immediately.
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What Olivia AI does WITH ZOHO CRM
See Olivia AI in action inside Zoho CRM
Real-time qualification, answers every call
Olivia AI answers inbound calls or makes outbound calls for you, asks the right qualifying questions based on your playbook, and hands off warm leads when they’re ready.
Creates and updates Leads, Contacts, and Deals
As soon as a call is finished, Olivia AI generates structured data such as call outcome, qualification score, and next steps, and writes it directly into the right Zoho CRM module. No agent needs to touch a keyboard.
Brings live context from Zoho CRM into the conversation
Olivia AI can search for existing Lead, Contact, or Deal records while on a call, so she’s talking with full context rather than starting from scratch, even on a repeat caller.
Powers your current Zoho CRM workflows
Once the call is over, Olivia AI can activate your current Zoho CRM workflows and automations such as task assignments, follow-up sequences, notifications, and lead routing. It works alongside Zia, Zoho’s built-in AI, keeping lead scores, deal predictions, and pipeline data fresh without breaking your workflow, and fits seamlessly into your existing Zoho CRM deployment.
Deployment
Simple, secure, no middleware required
No manual work for you, 100% managed by our integration team. You won't have to set up OAuth, map fields, or write a single line of code. Our team builds and owns the entire connection from Olivia AI to your Zoho CRM account, end to end.
Connection & setup
Connect to your sandbox and production Zoho CRM accounts and authenticate for you.
Data mapping
Map call data like outcomes, qualification scores, and next steps to the right fields across Leads, Contacts, Deals, and any custom modules in your account.
Call flow design and setup
Collaborate with you to develop Olivia AI's call flows and qualification logic from your existing playbooks.
Testing & go-live
Make sure everything works by running calibration calls in sandbox, validating every write and workflow trigger, and only moving to production once we've proven it.
Ongoing support
After launch our team stays on to make sure your integration is working and to manage changes to your Zoho CRM environment.
Our implementation team is experienced and available 24/7, so you can go live with Olivia AI + Zoho CRM quickly, easily, and completely hands-off for your team.
Talk to our team about your integration today
Developed by our Integration Team
A direct dedicated connection
With Olivia AI's native Zoho CRM integration, there is no middleware or third-party workarounds. It's a direct, purpose-built link. Our in-house integrations team handles it all for you, so your engineers can focus on their own work without the burden of setup.
100%
Calls answered within 2 rings
70 - 80%
Decrease in manual CRM data entry
35 hrs
Average hours saved per rep, per month
~991 ms
Average time from call to record creation in Zoho CRM
Why Teams Adore Olivia AI
A call agent who never lets a lead go cold
It's like giving every rep an assistant that never misses a call, never forgets to log it, and never lets a hot lead sit untouched in a queue.
Take more calls, qualify consistently, and give your team a self-updating Zoho CRM pipeline.
Find out more about Olivia AI features
From Dormant Accounts to Recovered Revenue
How Customer reduced response time with Olivia AI + Salesforce
[Customer] needed to reduce lost inbound leads due to slow follow-up, and maintain a clean Salesforce pipeline without increasing headcount. Olivia AI now answers all calls and logs the outcome in Salesforce automatically.
FREQUENTLY ASKED QUESTIONS
Does Olivia AI work with sandbox and production Zoho CRM accounts?
Yes. Olivia AI works with both Zoho CRM sandbox and production accounts, which you can connect via OAuth from the Olivia AI Integrations tab.
Does Olivia AI support custom modules and custom fields?
Yes, if the connected Zoho CRM user has permission to read or write to the module. This includes modules used alongside Zia, since the connection is through standard Zoho CRM APIs.
When does Olivia AI write to Zoho CRM?
Olivia AI can write to Zoho CRM during a call when a qualifying event occurs, and after the call for follow-up actions and automations.
How is my calling data secured?
Olivia AI protects calling data both in transit and at rest using appropriate security controls.
Can we do the integration or your team?
Our integration team takes care of the whole setup process, from authentication to field mapping and call flow configuration and testing. Your engineers or admins don't have to do any manual work at all.
What is the pricing for a Zoho CRM-connected agent?
Pricing depends on your call volume and requirements. Contact our team for a quote tailored to your needs.