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Integration · Zoho

AI voice agent for Zoho CRM

Harmony.ai connects to Zoho CRM to call out or answer in on your leads and contacts, then logs every outcome back to the right CRM record.

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What connects to Zoho

Harmony.ai reads and writes against your Zoho CRM contacts, leads, and deals. Outbound, the agent works a list pulled straight from a Zoho view or a deal stage - no separate calling list to maintain. Inbound, it looks up the caller against existing Zoho contacts before the conversation starts, so it already knows who is calling and why.

What the agent does on a call

On an outbound call, the agent qualifies against your criteria, moves a deal to the next stage when the conversation earns it, and books a follow-up if a rep needs to take it from there. On an inbound call, it can answer routine questions, take a message, or transfer with context to the owner of the record.

After the call

Every call logs back into Zoho as an activity on the contact or deal, with a transcript and outcome attached, so a rep opening the record sees exactly what happened on the call without listening to a recording first.

Give every Zoho record a call outcome

Harmony.ai calls and answers from your Zoho contacts and deals, then logs the result back so nothing sits unrecorded or re-typed later.

Industry fit

Built around the conversations your buyers actually have.

The plays your team runs every day - handled end to end by an AI voice agent built for your industry.

Explore the platform
01

Connect your account

Link Zoho CRM in minutes. Harmony.ai reads your contacts, leads, deal stages, and views as configured.

02

Sync the record

Inbound calls are matched to an existing Zoho contact before the conversation starts, with full context.

03

Act on the call

The agent qualifies, moves a deal stage, books a follow-up, or transfers with context - live, on the call.

04

Log the outcome

Every call logs into Zoho as an activity on the contact or deal, transcript and outcome included.

Frequently asked questions

Harmony.ai adds a voice agent that works directly from Zoho CRM contacts, leads, and deals, calling out on a list you define and answering in on inbound calls matched to an existing record before the call begins.

Yes. When a call earns it, the agent can move a deal to the next stage in your Zoho pipeline and log the call as the reason, so the pipeline reflects what actually happened on that call. That consistency matters once call volume is high enough that no one has time to check each one by hand.

Yes. Each call writes back to Zoho as an activity on the relevant contact or deal, with a transcript and outcome attached for a rep to review before their next touch with that contact. That consistency matters once call volume is high enough that no one has time to check each one by hand.

No. Harmony.ai connects to your existing Zoho CRM contacts, deal stages, and views exactly as configured today. There is nothing to rebuild before calls can start going out or coming in. That consistency matters once call volume is high enough that no one has time to check each one by hand.

Sales and service teams running Zoho CRM at real call volume, where reps spend more time dialing and logging activity than talking to people who are actually ready to move forward. That consistency matters once call volume is high enough that no one has time to check each one by hand.

Enterprise-grade security

Enterprise-grade AI infrastructure with built-in protection and security, data privacy, governance, permissions, and compliance.

SOC Type 2

We meet SOC 2 requirements to ensure secure and compliant management of data across all our systems.

GDPR

With our technical team based in Sweden, we operate under GDPR - the world's strictest standard for data privacy.

HIPAA

We safeguard your protected health information with HIPAA-compliant processes, policies, and technical controls.

ISO 27001

Harmony.ai is fully certified with ISO 27001, the internationally recognized standard for information security management.

SOC Type 2

We meet SOC 2 requirements to ensure secure and compliant management of data across all our systems.

GDPR

With our technical team based in Sweden, we operate under GDPR - the world's strictest standard for data privacy.

HIPAA

We safeguard your protected health information with HIPAA-compliant processes, policies, and technical controls.

ISO 27001

Harmony.ai is fully certified with ISO 27001, the internationally recognized standard for information security management.

Ready to accelerate your business with AI voice?

Built for revenue conversations, not just call handling. Talk to our team and see what the brain behind the voice can do for your pipeline.

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The voice AI platform revenue teams actually keep.

Built for revenue conversations, not just call handling. Talk to our team of Voice AI experts and see what the brain behind the voice can do for your pipeline.

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