Delegmate for Zoho CRM

Keeps Zoho CRM records true to what was actually said

An AI teammate with its own Google Workspace account. Connect Zoho CRM and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

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About Zoho CRM

Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations

What it does in Zoho CRM

Updates leads and deals after each conversation
Adds notes and tasks to the right records
Turns inbound emails into leads with context
Reports on the pipeline every Monday

How it works

1
Add a teammate
It gets its own account in your Google Workspace, with its own email, calendar and Drive.
2
Connect Zoho CRM
From its Apps tab in a click, with the Zoho CRM account your team chooses. Or just ask it, and it sends you the link.
3
Hand it the work
Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it in gmail

Built for

Sales Operations & Finance

Questions

How does it connect to Zoho CRM?

From the teammate's Apps tab in a click, or just ask it and it sends you the link. It connects with the Zoho CRM account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in Zoho CRM without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own Zoho CRM seat?

No. It works through the connection your team sets up, so there is no extra Zoho CRM seat to buy for it.

Is Delegmate made by Zoho CRM?

No. Delegmate is independent and is not affiliated with or endorsed by Zoho CRM. Zoho CRM is a trademark of its owner.