Connect Zoho CRM with Verabase

Integrate Zoho CRM with Verabase to give AI agents access to leads, contacts, deals, and Zoho Desk tickets in one platform.

What syncs

Leads & contactsDeals & stagesZoho Desk ticketsCustom modulesNotes & attachments

Automation triggers

Deal won

When a Zoho CRM deal status changes to Closed-Won, trigger onboarding content from your knowledge base.

Zoho Desk ticket created

New support tickets in Zoho Desk are automatically checked against your AI knowledge base for instant resolution.

Lead score threshold

When a lead's score exceeds a threshold, Verabase alerts your sales AI agent to engage with relevant product information.

Setup guide

Estimated setup time: ~10 minutes. Prerequisites: Zoho CRM Professional plan or higher for API access. Zoho Desk integration requires a separate Zoho Desk license.

Register a Server-based Client in Zoho API Console

Go to api-console.zoho.com and click Add Client → Server-based Applications. Set the redirect URI to https://app.verabase.io/oauth/zoho/callback.

Note the Client ID and Client Secret

After creation, Zoho displays a Client ID and Client Secret. Copy both values — you'll enter them in Verabase.

Select the required scopes

Verabase needs the following scopes: ZohoCRM.modules.READ, ZohoCRM.settings.READ. If using Zoho Desk, also add Desk.tickets.READ.

Connect in Verabase

In Verabase, go to Settings → Integrations → Add Zoho. Enter the Client ID and Secret, select your Zoho data center (US, EU, IN, AU, or JP), and click Authorize.

Choose modules to sync

After authorization, select which Zoho CRM modules (Leads, Contacts, Deals) and Zoho Desk queues should be accessible to your AI agents.

Use cases

Unified CRM + helpdesk context

Because Zoho CRM and Zoho Desk share the same ecosystem, Verabase can pull both sales and support data into a single AI agent. A customer's deal history and open tickets appear together in the conversation context.

Lead qualification with AI

When a high-scoring lead visits your site and opens a chat, the AI agent sees their Zoho CRM lead record — score, source, and activity history — and responds with personalized messaging based on their profile.

Cross-module knowledge

Your AI agent can answer questions that span modules: 'What's the status of my order?' pulls from Deals, while 'Can I get a copy of my invoice?' pulls from custom modules or attachments.

Frequently asked questions

Which Zoho data center should I select?

Select the data center where your Zoho account is hosted. You can find this in your Zoho account URL — for example, crm.zoho.com (US), crm.zoho.eu (EU), or crm.zoho.in (India).

Can I sync both Zoho CRM and Zoho Desk?

Yes. Add both services' scopes during setup. Verabase treats them as a single integration and merges the data for your AI agents.

Does Verabase support Zoho custom modules?

Yes. Any custom module with API access enabled in Zoho CRM is available for syncing.

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