Zoho

Automate Your Zoho CRM with Assista

Connecting your Zoho account to Assista automates your sales and customer management processes, eliminating the manual data entry that slows you down. Free yourself from the repetitive tasks of creating leads, converting them to contacts, and updating records.

Whether you're a solopreneur, a consultant, or a startup founder, you can keep your sales pipeline flowing and your customer data perfectly in sync, all with simple, natural language commands.

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Key Actions

These are the core actions Assista can perform with your Zoho account, giving you the building blocks to create powerful automations. With a total of 6 actions available, you can manage your entire customer relationship lifecycle.

• Create Record: Automatically create any new record, such as a lead, contact, account, or deal.
• Get Records: Search for and retrieve a list of records based on specific criteria to use in reports or other workflows.
• Update Record: Modify the fields of any existing record to keep your CRM data current.
• Convert Lead: Automatically convert a qualified lead into a contact and create an associated deal in your pipeline.
• Create Tag: Add tags to records to easily segment and organize your contacts and leads.

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Begin using Zoho templates today to unlock more from your business tools and reduce manual effort!