OAuth Token Expiration

Problem : Integration stops working after token expires Potential causes : Expired access token, invalid refresh token, insufficient permissions Solution : Implement automated token refresh mechanism using refresh token endpoint, verify token scopes include all required CRM modules, check token expiration handling in webhook configuration

CRM Data Synchronization Delays

Problem : Agent responses don't reflect latest CRM data Potential causes : API rate limiting, network latency, caching issues Solution : Implement proper error handling for API timeouts, optimize webhook tool configuration for essential data only, add retry logic for failed API calls

Webhook Authentication Failures

Problem : CRM API calls return authentication errors Potential causes : Incorrect token format, expired credentials, insufficient API permissions Solution : Verify "Zoho-oauthtoken" prefix in authorization headers, regenerate OAuth tokens with proper scopes, test API calls independently before integration

Integrations

Zoho

Connect Zoho to ElevenLabs Conversational AI Voice Agents

Scale voice interactions with real-time CRM data access and automated workflow management

Add Integration Contact sales

Setup time

10-15mins

Difficulty

Intermediate

Let your AI Voice Agents scale customer conversations with Zoho CRM

Transform your voice AI agents into intelligent, data-driven conversation partners that seamlessly integrate with your existing CRM workflows. This integration empowers your agents to instantly access customer context, automatically update records, and manage follow-up tasks—all while maintaining the low-latency, real-time performance your platform demands.

Key capabilities:

Real-time data retrieval: Agents instantly access contact history, deal status, and customer context during conversations
Automated CRM updates: Conversations automatically generate leads, update records, and create tasks without manual intervention
Seamless workflow integration: Plug-and-play setup that works with your existing voice infrastructure
Developer-friendly APIs: Full control over agent behavior and CRM interactions through configurable webhooks and tools

What problems it solves:

Eliminates manual data entry and CRM updates after customer interactions
Provides agents with instant customer context for personalized conversations
Scales customer engagement without increasing headcount or operational overhead
Ensures consistent data capture across all voice interactions

User experience improvements:

Customers receive personalized service from the first interaction
Agents can reference past conversations and deal history in real-time
Automatic lead qualification and routing based on conversation content
Seamless handoffs to human agents with complete conversation context

Features

Integrations features

Empower your voice agents with intelligent CRM connectivity and automated workflow management

Real-Time Contact Recognition

Instantly identify callers by phone number or email lookup in Zoho CRM
Access complete customer history, including past deals, support tickets, and interactions
Personalize conversations from the first moment with contextual greetings and references
Handle both new prospects and existing customers with appropriate conversation flows

Automated Lead Creation & Management

Automatically capture new leads from voice conversations with zero manual input
Extract key information through natural dialogue and populate CRM fields intelligently
Update existing contact records with new information gathered during calls
Trigger automated follow-up sequences based on conversation outcomes

Dynamic Deal & History Access

Retrieve customer's deal pipeline status and purchase history during conversations
Reference specific quotes, orders, and account details to address queries contextually
Access related records like support cases and past activities to inform agent responses
Provide agents with complete 360-degree customer view in real-time

Intelligent Task & Follow-up Automation

Automatically create tasks for human agents based on conversation outcomes
Schedule follow-up calls, demos, or meetings directly from voice interactions
Set reminders and action items with proper lead/contact associations
Trigger workflow automations based on conversation intent and customer responses

Comprehensive Call Logging & Analytics

Log every interaction as a structured activity in Zoho CRM with detailed metadata
Capture conversation summaries, outcomes, and next steps automatically
Generate actionable insights from voice interaction patterns and customer feedback
Maintain complete audit trail of all customer touchpoints for compliance and analysis

Installation

Installation guides

Get your integration up and running with developer-friendly setup and comprehensive configuration options

Troubleshooting

Troubleshooting & support

Resolve common integration issues and access comprehensive support resources

Contact support

Other resources

Zoho CRM API Documentation ElevenLabs Integration Guides OAuth 2.0 Implementation Guide ElevenLabs Conversational AI Documentation ElevenLabs Quickstart Guide ElevenLabs Developer API ElevenLabs Discord

Zoho

zoho.com

Setup time

10-15mins

Difficulty

Intermediate