Zoho integration

Connect Sally AI with Zoho CRM to turn meeting insights into real work - directly on the right Company or Contact. With the Sally–Zoho integration you can send action items and notes to Zoho with one click, avoid double entry, and keep your CRM up to date.

Quick Navigation

1. How to connect Zoho with Sally AI
2. How to send insights to Zoho
   • Create a task in Zoho
   • Close a task with note
   • Create a note in Zoho
3. Required OAuth Scopes

1. How to connect Zoho with Sally AI

Follow these steps to enable the Sally–Zoho integration.

1. Open Settings in the left sidebar.

   

   Figure 1: Go to Settings

2. Go to Integrations and click “+ Add integration” under “Your personal integrations.”

   

   Figure 2: Add integration

3. Select Zoho and hit Connect. Complete the OAuth flow in Zoho.

Figure 3: Select Zoho

4. After a successful connection, Zoho appears under “Your personal integrations.”

   

   Figure 4: Zoho is connected

info

Personal integrations apply to your user account. Admins can also set up org-wide integrations under “Integrations (Organization)” if needed.

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2. How to send insights to Zoho

Once Zoho is connected, you can send meeting insights from Sally to Zoho with a single click — so they land on the right CRM record.

You can:

• Create a task in Zoho
• Close a task with note
• Create a note in Zoho

2.1. Create a task in Zoho

Turn a Sally insight into a Zoho task.

1. Open the desired meeting in Sally.

2. Hover any insight, decision, next step, or task in the summary, click the Zoho icon, then choose “Create task in Zoho.”

   

   Figure 4: Choose a Zoho action

3. Fill in the creation form (required fields are marked with *). For Zoho this typically includes:

   • Name* (prefilled from Sally – you can edit it)
   • Description (prefilled meeting context – editable)
   • Responsible user*
   • Status*
   • Due date
   • Priority
   • Connected Company / Connected Contact (associations)

4. Click Create to send it to Zoho.

   

   Figure 5: Fill the Zoho fields and Create

Best practice

Always associate the task with the most relevant Company or Contact. This keeps activities visible on the correct timeline and improves reporting in Zoho.

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2.2. Close a task with note

Mark the item done in Sally and attach a note in Zoho in one go.

1. Open the desired meeting in Sally.

2. Hover any insight, decision, next step, or task in the summary, click the Zoho icon, then choose “Close task with note.”

   

   Figure 6: Choose Close task with note

3. Fill in the note form (required fields are marked with *). For Zoho this typically includes:

   • Note title* (prefilled from Sally – editable)
   • Note content (meeting context – editable)
   • Connected Company / Connected Contact (associations)

4. Click Create to close the task in Sally and send the note to Zoho.

   

   Figure 7: Fill the Zoho note fields and Create

Best practice

Use this option whenever a follow-up is completed. This ensures the history is logged in Zoho without leaving loose ends in Sally.

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2.3. Create a note in Zoho

Attach meeting context as a note on a Zoho record without creating a task.

1. Open the desired meeting in Sally.

2. Hover any insight, decision, next step, or task in the summary, click the Zoho icon, then choose “Create note in Zoho.”

   

   Figure 8: Choose Create note in Zoho

3. Fill in the note form (required fields are marked with *). For Zoho this typically includes:

   • Note title* (prefilled from Sally – editable)
   • Note content (meeting context – editable)
   • Connected Company / Connected Contact (associations)

4. Click Create to send the note to Zoho.

   

   Figure 9: Fill the Zoho note fields and Create

Best practice

Use notes to capture additional meeting context that doesn’t require a follow-up task but is still valuable for your CRM timeline.

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3. Required OAuth Scopes

For the integration with Zoho CRM, Sally uses OAuth 2.0 for authorization. The following scopes define which areas Sally can access on behalf of the authenticated user.

Disclaimer

1. Sally accesses this information solely to technically establish and maintain the connection to the user account.

2. Sally does not make any autonomous changes. Actions are performed exclusively upon the explicit initiative of the user.

3. API endpoints are only called within the scope of an active action initiated by the user within the platform.

Technical Overview of Required Scopes

Scope	What Zoho technically allows with this scope	How Sally uses this scope
ZohoCRM.modules.tasks.CREATE	API permission for task objects	Part of Zoho’s integration permission model. Sally does not independently create tasks.
ZohoCRM.modules.tasks.READ	Read access to tasks	Sally reads task information where required for display within the integration context.
ZohoCRM.modules.tasks.UPDATE	API permission to modify tasks	Technically defined within the OAuth model. Sally does not modify tasks without explicit user action.
ZohoCRM.modules.contacts.READ	Read access to contacts	Sally reads contact information to display relevant meeting context. No contact data is modified.
ZohoCRM.modules.accounts.READ	Read access to accounts	Sally reads company information without making any changes.
ZohoCRM.users.READ	Read access to user information	Sally reads user information for display within the integration.
ZohoCRM.modules.notes.CREATE	API permission for note objects	Part of Zoho’s permission model. Sally does not independently create notes outside defined user actions.
ZohoCRM.modules.deals.READ	Read access to deals	Sally reads deal information where relevant within the integration context.
ZohoCRM.modules.leads.READ	Read access to leads	Sally reads lead data for contextual display purposes.
ZohoCRM.settings.global_picklist.READ	Read access to global picklists	Sally reads field option data to correctly display CRM structures.
ZohoCRM.settings.fields.READ	Read access to field definitions	Sally reads structural CRM information without modifying it.
ZohoCRM.settings.modules.READ	Read access to module definitions	Sally reads module structures to technically enable the integration.