Who can trigger it
Nobody, only you, or you and visitors.
Tool · Zoho CRMLeads and contacts, kept current from every chat.
Connect Zoho CRM and your Double can access and update your leads and contacts, so what it learns in a conversation lands in your CRM.
Your channels
Your tools
How it works in a conversation.
ToolsConnect an app, then set its permissions.Zoho CRMAccess and update leads and contacts.98 actions · CRMConnected
Zoho CRMAccess and update leads and contacts.98 actions · CRMConnected- Access leads and contacts
- Update them, if you allow it
- Sensitive actions wait for your OK
For every action you choose who can trigger it (nobody, only you, or you and visitors) and whether it asks first. Destructive actions stay locked.
Maya’s DoubleOnlineWebsite visitor
We’re a 12-person team and want to start next month.
Updated in Zoho CRM · Lead marked qualified
Your Double
Great, that fits our Team plan. I’ve noted your team size and start date, and Maya will follow up tomorrow.
What your Double does with Zoho CRM.
Knowing who’s asking
Your Double checks the contact before it replies.
Qualifying leads
Your Double updates the lead with what it learned, if you allow it.
Call prep
Your Double sums up a lead before you call back.
Leads waiting
Your Double tells you which leads need a reply.
Up-to-date contacts
Your Double updates a new email or phone, if you allow it.
Clean hand-offs
Your Double leaves the record ready for you to take over.
You stay in control.
Ask first or run
Run on its own or wait for your OK.
Destructive actions locked
Deleting and overwriting stay off.
Up to five accounts
Pick one as the default.
Get started in three steps.
STEP 1
Connect Zoho CRM
Connect it once in Tools.STEP 2
Set who can trigger it
Nobody, only you, or you and visitors.STEP 3
Ask first or run
Choose per action.STEP 4
Let your Double use it
It uses Zoho CRM when it helps.
You might have some questions
What can my Double do in Zoho CRM?
Access and update leads and contacts, within the actions you allow.
Can I keep it read-only?
Yes. Allow reading and leave updates off, action by action.
Which conversations can update Zoho?
Conversations on channels that capture leads, such as your Agent page or website. Lead capture isn’t available on WhatsApp or Google Chat.
Is my data used to train AI models?
No. Your data and conversations are never used to train AI models.
