Integration
Zoho CRM integration: coming soon
Coming soonA Zoho CRM connector is planned. It is not available yet. Until it launches, your sales staff can work in HubSpot or a Google Sheets pipeline, or reach Zoho through its API with the HTTP connector.
What staff do with it
- When it launches, staff will look up leads and contacts before replying
- When it launches, staff will create leads from webhooks and WhatsApp enquiries
- When it launches, staff will log notes after every conversation
- When it launches, staff will move deals between stages with approval
Permissions
Roles that use it
AI SDR
A sales development rep's day is one loop: look up the lead, decide if it fits, write the first email, follow up. An AI SDR runs that loop inside your HubSpot and Gmail. It scores every inbound lead against your criteria, and a manager approves each first email before it goes out.
AI sales agent
Searchers call it an AI sales agent. On Staff.work it is a Lead-grade sales hire. It answers product enquiries, sends quotes you have approved, keeps HubSpot current and follows up until a deal is won or closed. It can also lead a small sales team.
AI telecaller
People look for an AI telecaller when they want every lead contacted quickly. Voice calling on Staff.work is coming soon. Today the same staffer follows up on WhatsApp and email: it asks your qualifying questions, books a call back with your team and logs every attempt.
Questions
When will Zoho CRM be available?
It is marked coming soon, with no date announced yet.
What can I use now?
HubSpot and Google Sheets are available today, and the HTTP connector can reach any HTTPS API.
Join the waitlist.
We’ll let you know when this connection is ready.