Authava and Zoho
Your bot can look up and update Zoho CRM records during a conversation, and finished conversations can become leads in Zoho. Your sales team sees new leads in the CRM they already use, with the details the visitor shared.
How Does The Bot Use Zoho During A Conversation?
Zoho CRM has an API, and Authava's MCP Gateway lets the bot call APIs like it as tools, in the middle of a conversation. For example, the bot can:
- Look up a contact or account, so a returning customer doesn't have to repeat themselves
- Check the status of a deal or a support case stored in Zoho
- Create or update a record, such as a new lead or a follow-up task
The bot works out which tool to use and fills in what Zoho needs from what the visitor said, asking a follow-up question when something is missing.
How Do Chatbot Leads Get Into Zoho?
Once a conversation appears finished, Authava's after-chat hook can send it to Zoho to create a lead, with the conversation attached. Leads land in Zoho without anyone copying details over by hand.
If you need the lead in Zoho right away, the bot can create it during the conversation through the MCP Gateway, as soon as the visitor shares their details.
Who Controls Access To Our Zoho?
Your team does. Your Zoho administrator sets up the access the bot uses and decides which modules and fields it can read or change. The bot can only do what that access allows.
Who Sets It Up?
Our managed services team configures the Authava side and tests it with your team against your Zoho setup. See Full Integration for how the bot connects to your systems.
Frequently Asked Questions
Does Authava work with Zoho CRM?
Yes. The bot can call Zoho's API during a conversation through the MCP Gateway, and Authava can send finished conversations to Zoho as leads.
Can the bot read Zoho data during a chat?
Yes. It can look up contacts, accounts, deals, or other records your team gives it access to, and use the answer in its reply.
How quickly do chatbot leads reach Zoho?
A conversation is sent once it appears finished. If you need it sooner, the bot can create the lead during the conversation.