Setup guides · CRM & sales

Connect Zoho CRM to ZeroDelay

Once connected, your team asks Zoho CRM questions on WhatsApp, Telegram or the web app, in English, Hindi or Gujarati, and gets the answer in seconds. Everyone sees only the accounts you assign to them.

What people can ask

• Open deals with a customer: “open deals with Shah Traders”
• Follow-ups and tasks due: “follow-ups due today”
• New leads or contacts: “new leads this week”

How to connect

1. Sign in to your ZeroDelay console and open Connections.
2. Find Zoho CRM and click Sign in with Zoho.
3. Approve read access on Zoho’s own screen. Any Zoho data centre works (India, US, EU, Canada and others).
4. Back in the console, the connection shows as Connected; names are matched within a minute.

What ZeroDelay reads

Only what someone asks for, when they ask. We send the answer and keep a reference, not a copy of your records; customer and item names are cached for up to a day so names can be matched. The connection is read-only: nothing is changed in Zoho CRM.

Disconnect

In the console, open Connections and remove Zoho CRM. You can also remove ZeroDelay from the connected apps in your Zoho account.

Need help?

Email [email protected] or book a setup call.