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Works with Zoho CRM accounts in Zoho’s EU data center, the one you sign in to at accounts.zoho.eu. Zoho CRM accounts in other data centers are not supported.

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Set up for yourself

Needs the Pro, Team, or Enterprise plan. Your own connection works in Ask Jamie, Sidekick, briefings, and your own workflows.

In Zoho CRM

Nothing to prepare. You sign in with your own Zoho login.

In Jamie

  1. Open Settings → Agent → Connectors
  2. Find Zoho CRM and click Connect
  3. In the popup, sign in to Zoho and approve access
Jamie sees only what your Zoho CRM account can see. Every note, event, and update that Jamie makes in Zoho CRM shows as yours.

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Set up for the workspace (admins only)

Needs the Team or Enterprise plan. Only workspace workflows use this connection. Jamie signs in as a Zoho CRM user that your team creates only for Jamie.

In Zoho CRM

  1. Ask your Zoho CRM admin to add a dedicated Zoho CRM user for Jamie. Don’t use your own login
  2. Give that user a profile that can read and edit leads, contacts, accounts, and deals, and create notes and meetings

In Jamie

  1. Open Settings → Agent → Connectors and select Zoho CRM
  2. Under Workspace connection, click Connect for workspace
  3. In the popup, sign in to Zoho as Jamie’s Zoho CRM user, not as yourself, and approve access
Workspace workflows act as Jamie’s Zoho CRM user, not as the person whose meeting it is. They see and change only what that user’s profile allows. Zoho CRM shows Jamie’s Zoho CRM user as the owner of every note, event, and update that workflows make. So Jamie names the person whose meeting it is in each note and event. To switch to a different Zoho CRM user, click Replace under Workspace connection. Then sign in as the new user.

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What Jamie can do

Jamie can:
  • Search leads, contacts, accounts, and deals by name, email, or phone, and read their fields, including your custom fields
  • Read events and the notes on a record. Zoho CRM shows events as meetings
  • Add a note to a lead, contact, account, or deal
  • Create an event and link it to the record and the people who attended
  • Update a lead, contact, account, or deal, such as the stage or closing date of a deal
Jamie can’t delete anything in Zoho CRM. Try asking: “Add a note with this meeting’s summary to the Acme deal in Zoho CRM”

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Disconnect

  • Your own connection. Open Zoho CRM in Settings → Agent → Connectors and click Disconnect.
  • The workspace connection. Under Workspace connection, click Disconnect. Workspace workflows that use Zoho CRM pause. They start again when a workspace admin connects Zoho CRM again.
Last modified on November 12, 2026