---
title: "Zoho CRM tool: leads kept current from every chat | The Double"
description: "Connect Zoho CRM so your Double can access and update leads and contacts with what it learns in conversations."
url: https://thedouble.ai/platform/zoho-crm
---

1.  [Home](https://thedouble.ai/)
2.  [Tools](https://thedouble.ai/platform/tools)
3.  Zoho CRM

Tool · Zoho CRM

# Leads 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.

[Build your Double](https://thedouble.ai/auth/signup)[See all tools](https://thedouble.ai/platform/tools)

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Your channels Your tools

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## How it works _in a conversation._

One example conversation.

**Tools**Connect an app, then set its permissions.

**Zoho CRM**Access and update leads and contacts.98 actions · CRM_Connected_

-   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 Double**Online

_Website 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.

Audience

### Who can trigger it

Nobody, only you, or you and visitors.

Ask first

### Ask first or run

Run on its own or wait for your OK.

Actions

### Destructive actions locked

Deleting and overwriting stay off.

Accounts

### Up to five accounts

Pick one as the default.

## Get started in _three steps._

1.  STEP 1
    
    ### Connect Zoho CRM
    
    Connect it once in Tools.
    
2.  STEP 2
    
    ### Set who can trigger it
    
    Nobody, only you, or you and visitors.
    
3.  STEP 3
    
    ### Ask first or run
    
    Choose per action.
    
4.  STEP 4
    
    ### Let your Double use it
    
    It uses Zoho CRM when it helps.
    

[Build your Double](https://thedouble.ai/auth/signup)[See all tools](https://thedouble.ai/platform/tools)

## 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.

## Let every conversation update your CRM.

Build your Double, then connect Zoho CRM in Tools.

[Build your Double](https://thedouble.ai/auth/signup)