Zoho CRM - app with sync | OpenAI Help Center

Overview

The Zoho CRM app with sync lets ChatGPT securely access your Zoho CRM leads, contacts, accounts, deals, and activities to answer questions. You can connect, disconnect, or update the connection at any time. Once enabled, ChatGPT will automatically reference your Zoho CRM content when relevant.

Type: app with sync

Where you can use it: chat, deep research

Learn more about connecting a new app.

Example prompts

Pull my open deals closing this month in Zoho CRM.
Find the contact details for 'Acme Corp' and summarize recent activity.
Create a new lead named Jane Doe with email jane@test.com.

Learn more about app use cases and prompts.

Capabilities and permissions

What it can do

Leads, contacts, accounts (companies), and deals with core fields and metadata
Activities (tasks, calls, events) and notes when accessible
Owner, stage/status, and timestamp metadata for CRM records

Not indexed

Large binary attachments or unsupported file types (e.g., videos)

Permissions (scope)

ZohoCRM.modules.ALL
ZohoCRM.users.ALL
ZohoCRM.org.ALL
ZohoCRM.settings.ALL

Known limitations

At minimum, the following standard modules must be available to activate the connector:
- Accounts
- Contacts
- Deals
Initial sync time scales with CRM data volume across modules.
API limits and quotas from Zoho may throttle sync frequency.
Field- and module-level permissions in Zoho CRM determine visibility; restricted records are not indexed.
Large attachments may be skipped or partially indexed.
We do not currently support custom modules.

Zoho CRM - app with sync