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Integrations / CRM

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Manage Zoho deals and events from WhatsApp

Flann connects Zoho to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Zoho action. Before a call, during a visit or in the car afterwards, you can ask Flann about any contact in Zoho and get their history in a few lines. Look-ups are instant.

57 actions in Zoho. 35 only look things up, and 22 create, update, send or delete. You connect with a one-click sign-in.

Connect Zoho to FlannHow it connects

What you can ask Flann to do in Zoho

Type it or say it in a voice note. Flann works out which Zoho action you mean.

FlannWhatsApp

  • “Find deals in Zoho.”

  • “Find leads in Zoho.”

  • “Find notes in Zoho.”

  • “Create a deal in Zoho.”

  • “Create a lead in Zoho.”

  • “Create a note in Zoho.”

What Flann can work with in Zoho

Zoho gives Flann 57 actions across 26 kinds of record. These are the ones you are most likely to use.

RecordWhat Flann can doActions
CRM accountslook upsearchupdate4
CRM recordscreatelook upsearchupdate4
CRM callslook upsearchupdate3
CRM contactsdeletelook upsearch3
CRM noteslook upupdate3
CRM taskslook upsearch3
Dealscreatelook upsearch3
Eventscreatelook upsearch3

Here is what changes when Zoho goes through Flann instead of its own screens.

CompareIn Zoho yourselfYou click through each jobFlann on ZohoYou ask, Flann does the clicking
Asking for somethingLog in and click through the screensText or voice note, in your own words
Looking things up about dealsBy hand, screen by screen35 look-ups, answered straight away
Creating and updatingTyped in by hand22 changes, made from a message
Zoho recordsAll of them, one screen at a time26 kinds, from one chat
Set-upNothing new to set upOne sign-in to Zoho

YesPartlyNo

Step by step: Zoho jobs you can hand to Flann

What happens between your message and the result in Zoho.

Change

Create a deal from a voice note

  1. You message Flann on WhatsApp: “Create a deal in Zoho with these details.”
  2. Flann runs List Deals in Zoho and shows you what it found.
  3. Flann runs Create Deal in Zoho CRM in Zoho.
  4. Flann creates it in Zoho and confirms in the chat.
Look-up

Get answers about your events

  1. You message Flann on WhatsApp: “What is the latest on our events in Zoho?”
  2. Flann runs Search Events and Get Zoho Event in Zoho and shows you what it found.
  3. Nothing in Zoho is changed: these are look-ups, so they run straight away.
Change

Fix a lead without opening Zoho

  1. You message Flann on WhatsApp: “Change the lead in Zoho: here is what is different.”
  2. Flann runs Search Leads in Zoho and shows you what it found.
  3. Flann runs Update Lead in Zoho.
  4. Flann makes the change in Zoho and confirms in the chat.

The Zoho jobs you can stop doing yourself

You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.

Chat enquiries into proper leads

Today

New enquiries arrive on WhatsApp, Instagram and Facebook, and most never make it into Zoho. The ones that do are typed in late, with the phone number missing.

With Flann

“Add everyone who enquired on Instagram this week to Zoho as new leads.”

Because Flann already answers those conversations, it knows who asked about what. It prepares a lead in Zoho for each new enquirer, with their name, channel, the product they asked about and the language they wrote in.

What you stop doing: Leads from social messages no longer vanish between apps.

Quotes nobody answered

Today

Quotes go out and some simply go quiet. Without a proper check in Zoho, you only remember them once the customer has bought elsewhere.

With Flann

“Which quotes in Zoho have had no reply for a week? Draft a nudge for each.”

It finds the open quotes in Zoho with no reply and no logged activity since they were sent. For each one, Flann drafts a short note that refers to the actual items quoted, written in the customer’s language.

What you stop doing: Silent quotes stop expiring without a second try.

More on this: how to hand repetitive tasks to an AI agent on WhatsApp.

How Flann connects to Zoho

  1. Search for Zoho in Flann’s Connectors.
  2. Sign in to your Zoho account on the secure page that opens and allow access. There is no developer account or API key to set up.
  3. Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Zoho action itself.

Reading from Zoho is instant. Zoho stays connected until you remove it in Connectors.

Ways to use Zoho with Flann

Update the CRM by voice

After a call, send Flann a voice note. It turns it into an update for the right contact in Zoho and asks you to confirm.

Follow up the leads you forgot

Ask Flann which leads in Zoho have not heard from you in a week. It lists them and drafts the follow-up for each.

Move deals forward

Tell Flann a deal closed or stalled.

Everything Flann can do in Zoho

All 57 Zoho actions, as Flann sees them.

Looks up 35

  • Get From Addresses
  • Get Zoho CRM Account
  • Get Zoho CRM Contact
  • Get Zoho CRM Note
  • Get Zoho CRM Record Emails
  • Get Zoho CRM Related Lists Metadata
  • Get Zoho CRM Related Records
  • Get Zoho CRM Task
  • Get Zoho CRM User
  • Get Zoho CRM Users
  • Get Zoho Event
  • List Attachments for Zoho CRM Record
  • List Contacts
  • List Deals
  • List Zoho CRM Accounts
  • List Zoho CRM Calls
  • List Zoho CRM Events
  • List Zoho CRM Leads
  • List Zoho CRM Modules
  • List Zoho CRM Notes
  • List Zoho CRM Tasks
  • Search Deals in Zoho CRM
  • Search Events
  • Search Leads
  • Search Notes
  • Search Zoho CRM Accounts
  • Search Zoho CRM Calls
  • Search Zoho CRM Contacts
  • Search Zoho CRM Records
  • Search Zoho CRM Tasks

and 5 more

Changes 22

  • Create Contact in Zoho CRM
  • Create Deal in Zoho CRM
  • Create Email Draft in Zoho CRM
  • Create Lead in Zoho CRM
  • Create Note in Zoho CRM
  • Create Zoho Event
  • Delete Zoho Account
  • Delete Zoho CRM Contact
  • Update Lead
  • Update Zoho CRM Account
  • Update Zoho CRM Deal
  • Update Zoho CRM Email Draft
  • Update Zoho CRM Event
  • Upload Attachment to Zoho CRM Record
  • Convert Zoho CRM Lead
  • Create Zoho CRM Record
  • Create Zoho CRM Tag
  • Delete Zoho CRM Deal
  • Update Related Records in Zoho CRM
  • Update Zoho CRM Call
  • Update Zoho CRM Note
  • Update Zoho CRM Record

More CRM apps Flann works with

See all integrations

Common questions

What can Flann do with CRM accounts in Zoho?

Flann can look up, search and update CRM accounts in Zoho, using 4 actions (Get Zoho CRM Account, List Zoho CRM Accounts, Search Zoho CRM Accounts, Update Zoho CRM Account). Looking up runs straight away and changes nothing. The other actions create or change CRM accounts in Zoho.

What can Flann do with CRM records in Zoho?

Flann can create, look up, search and update CRM records in Zoho, using 4 actions (Create Zoho CRM Record, Get Zoho CRM Records, Search Zoho CRM Records, Update Zoho CRM Record). Looking up runs straight away and changes nothing. The other actions create or change CRM records in Zoho.

How does Flann connect to Zoho?

Open Connectors in Flann, choose Zoho and sign in to your Zoho account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 57 actions in Zoho.

How do I ask Flann to do something in Zoho?

Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Zoho action that fits and asks if anything is missing.

Is Zoho included in my Flann plan?

Yes. Every Flann plan includes every app, Zoho included.

Put Zoho to work from WhatsApp.

Flann connects to the WhatsApp number you already use. Connect Zoho and ask for what you need. Live in 24 hours.

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