How to connect Zoho CRM with Sally AI

Connect Sally AI with Zoho CRM to turn what came out of a meeting into real work, right on the matching company or contact. With the Sally Zoho integration you send action items and notes to Zoho in one click, so nothing gets typed twice and your CRM stays current.

Quick navigation

1. How to connect Zoho with Sally AI
2. How to send insights to Zoho
   • 2.1. Create a task in Zoho
   • 2.2. Complete a task with a note
   • 2.3. Create a note in Zoho
3. Required OAuth scopes

1. How to connect Zoho with Sally AI

Here is how to set up the Sally Zoho integration.

1. Open Settings at the bottom of the left sidebar.

Figure 1: Open Settings

2. Under Configuration, select Integrations and click Discover integrations.

Figure 2: Discover integrations

3. Open the CRM & ERP category on the left and select Zoho. You can also just type the name into the search bar at the top.

Figure 3: Select Zoho from the list

4. The panel on the right explains what the integration does. Click Connect at the bottom right, then sign in to Zoho.

5. Once you have signed in, Zoho is connected. The Actions tab lists everything Sally can do through this integration, and you can switch off whatever it should not use for your company account. Helper functions stay locked while an active action still needs them, which is why some toggles will not move. Disconnect in the top right corner removes the integration again.

Figure 4: Control the actions of the integration

Whether an integration may be connected at all is up to owners and admins, see managing integrations for your users.

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2. How to send insights to Zoho

With Zoho connected, content from a recording lands on the right CRM record in a few clicks.

It works the same way every time: open a recording and click the Integrations icon. It sits at the top of every section and on every single line. The three Zoho actions show up underneath.

Figure 5: Pick an action from the Integrations menu

You can:

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

For each of these actions, the content comes prefilled from the summary and can be edited. Further down the form you pick what the entry should hang on in Zoho, and which fields you get there depends on the action.

2.1. Create a task in Zoho

Turn a point from the summary into a Zoho task.

1. On the line you want to create as a task, click the Integrations icon and pick Create task in Zoho.
2. Check the name and the description. The name is required, and you can format the description in the editor.
3. Pick who owns it under Responsible and set the status. Both are required.
4. Priority, due date, company, and contact are optional.
5. Click Create task.

Figure 6: Fill in the task and create it

Best practice

Link the task to the matching company or contact. That keeps the activity on the right timeline in Zoho.

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2.2. Complete a task with a note

Close an existing task and record what came of it at the same time.

1. On the line you want, click the Integrations icon and pick Complete task with note.
2. Pick the task you want to close.
3. Read over the text of the note, which comes prefilled from the summary.
4. Link the note to a record and close the task.

Figure 7: Fill in the note for the completion

Best practice

Use this route when a follow-up is done. The outcome then sits in the Zoho history, and nothing stays open in Sally.

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2.3. Create a note in Zoho

Keep the content of a meeting on a Zoho record as a note, without turning it into a task.

1. On the section you want to save as a note, click the Integrations icon and pick Create note in Zoho.
2. Read over the content of the note. It comes prefilled from the summary and you can format it in the editor.
3. Link the note under deals, contacts, or companies and click Create note.

Figure 8: Fill in the note and create it

Best practice

Notes work well for context that needs no follow-up but is still worth having in the CRM history.

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.