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.
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.
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›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.
Frequently asked questions
What are Zoho's AI features with harmony.ai?
Does it update deal stages in Zoho?
Does every call get logged in Zoho?
Do I need to change my Zoho setup?
Who is this built for?
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 is fully certified with ISO 27001, the internationally recognized standard for information security management.