PyAI x Zoho CRM
Call notes on the contact, in any Zoho data center.
PyAI refreshes its own OAuth access from your self-client credentials, finds the contact by phone, and attaches a note with the TL;DR as the title and the full recap as the body. Accounts in every Zoho data center work: .com, .eu, .in, and the rest.
- Status
- Live
- Direction
- PyAI to Zoho CRM
- Setup
- Console, no code
- Cost
- Included
What lands in Zoho CRM
One note per completed call. The TL;DR is the title, the summary and next steps are the content, and it attaches to the contact when the caller's number matches.
The note after a rescheduling call
Note on contact Jane Doe (matched by phone)
Title: Customer asked to reschedule Friday's installation
Content:
The customer called to move their appointment. The agent offered
Tuesday or Wednesday morning; the customer chose Wednesday 9-11am.
Next steps: Confirm the new slot by SMS and update the calendar invite.Setup, end to end
- 1
In the Zoho API console, create a self-client with Zoho CRM module scope and generate a refresh token.
- 2
In the PyAI console, open Integrations and choose Zoho CRM, then enter the client id, client secret, and refresh token.
- 3
If your account is not on .com, set your data-center hosts; the defaults cover .com.
- 4
Press Test to post a sample note. From the next completed call, notes attach automatically.
Delivery you can prove
Verified, and never twice
Every delivery carries proof it is really from us (the X-PyAI-Signature header, an HMAC your tools can verify) and a unique receipt id (the Idempotency-Key), so a retry can never post the same call twice.
Retried, then shown to you
If your endpoint hiccups, we retry with backoff (eight attempts over about twenty minutes). Still failing? The exact error waits on the integration card in your console, not in a log you never read.
Your credentials stay yours
Tokens, secrets, and webhook URLs are encrypted at rest and masked everywhere. They never appear in the messages we send.
Included, no extra fees
Integrations come with your Recap or AMD usage. There is no per-connection or per-delivery charge.
FAQ
Which Zoho data centers are supported?
All of them. The console defaults to .com hosts, and you can point the accounts and API hosts at your region (.eu, .in, .com.au, and others) when you connect.
How does authentication work?
You provide a self-client client id, client secret, and refresh token. PyAI mints short-lived access tokens per write and stores your credentials encrypted at rest.
What happens when no contact matches the caller?
The note still posts with the full recap and call reference, unattached. Nothing is silently dropped.
Is this a two-way Zoho sync?
No. PyAI writes one-way, per-call notes after completed calls. It does not modify deals, stages, or contact fields.
Connect Zoho CRM to PyAI today.
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