Turn Discovery Insights Into Pipeline Power

Connect Zoho CRM to Pepsales AI and transform every discovery call into actionable next steps inside your CRM. Keep deal data synced, context-rich, and always moving forward, without leaving your Pepsales AI dashboard.

why to connect

Why Connect Your Zoho CRM?

Always Step in with Context

Before a call starts, Pepsales AI pulls in the latest discovery notes, past interactions, and prep insights. Once integrated with Zoho CRM, this ensures every rep enters conversations with complete deal context—no tabs, no guesswork.

Turn Conversations into Clear Next Steps

As soon as the call ends, Pepsales AI generates a follow-up summary, action items, and suggested next steps. These are pushed into Zoho CRM automatically—keeping every record fresh and nothing forgotten between meetings.

Ensure Continuous Deal Movement Without the Admin Hassle

Keep Deals Moving Without Manual Updates With every stage of the call connected to Zoho CRM, your pipeline stays updated in real time. Sales managers and reps gain visibility into deal progress, improve forecasting accuracy, and eliminate the lag of manual data entry.

Instant Sync in One Click

With a single click on “Sync now,” your Zoho account is connected — no complex setup needed. Pepsales AI automatically syncs your Zoho and CRM data into your sales workflow.

steps to Integrate

How to Set Up the Integration

Step 1

Connect to Zoho

Go to Settings > Integrations in your Pepsales AI account, click the Zoho CRM icon, and select Connect Account. Sign in and allow access.

Step 2

Choose What to Sync

Select the items you want to sync—like Leads, Opportunities, and Accounts—and define how to log activities. Pepsales AI will automatically sync all calls, summaries, and tasks to Zoho in real time.