Zoho CRM Integration
Live

Live Zoho CRM
on a federated graph.

Native Zoho CRM connector with integration-zoho-crm graph module — deals, contacts, leads, and accounts traverse live alongside email, Slack, and docs for cited SMB sales context.

Federation path

Zoho CRM joins
your full stack.

Zoho CRM
Gyri graph
CRM · comms · docs
What connects

Zoho CRM data
in your graph.

Data

Deals

Data

Contacts

Data

Leads

Data

Accounts

Auto-provisions graph module: integration-zoho-crm — live API types install when you connect credentials.

The problem

Zoho CRM alone
is not enough.

01

CRM siloed from comms

Pipeline stages live in Zoho — but pricing threads and support escalations happen in Gmail and Slack.

02

Manual exports for RevOps

Spreadsheet snapshots of Zoho go stale before reps can answer "what changed on this account since last week?"

03

No agent-ready CRM context

Zoho UI does not expose multihop joins for Claude or Cursor to answer cross-stack account questions with citations.

With Gyri

Federated, cited,
agent-ready.

Live graph module

Deals as graph entities

integration-zoho-crm installs zoho_crm_*_live remote types — agents query live Zoho CRM REST API data.

Cross-source joins

Deal → email → Slack

Multihop queries link Zoho opportunities to threads, tickets, and docs in one cited answer.

SMB automation

CRM joins GTM stack

Federate Zoho records with Google Ads, HubSpot migration context, and institutional memory insights.

MCP agents

Agents traverse live CRM

Claude and Cursor read Zoho CRM through the same graph as humans — research persists across sessions.

Gyri think verbs

26 MCP think verbs —
not API wrappers.

Zoho CRM federates into one graph. Agents orient with recall and ground, capture with reflect, and commit with promote — the full epistemic lifecycle via MCP think.

think verb=recall

Semantic orient — load prior cited conclusions before you re-derive from scratch.

think verb=ground

FTS-only orient on live federated CRM, email, and Slack — zero embed cost.

think verb=consider

Classify novelty against the workspace corpus before you commit a thesis.

think verb=reflect

Capture drafts, tensions, and questions as typed thoughts on the graph.

think verb=traverse

Multihop GraphQL in one think call — deal → contact → email → ticket.

think verb=fetch

Hydrate full rows by ref when search or traverse surfaced the right node.

think verb=promote

Gated commit — draft thought → durable cited insight the whole team recalls.

think verb=wish

Natural-language buildout — queue workspace types, connectors, and workflows.

Full catalog via MCP think verb=catalog · Why Gyri think verbs beat API wrappers → · MCP for Claude & Cursor

Use cases

Built for
GTM operators.

Account brief

Join Zoho deal stage with recent email threads and Slack escalation history — cited pre-call summary.

Pipeline risk scan

Correlate stalled Zoho deals with support ticket themes and product feedback from Notion.

Lead handoff

Automated cited synthesis when Zoho lead status changes — routed to sales with full federated context.

Works with

Federate alongside
native connectors.

Setup

Connect in
minutes.

Zoho CRM OAuth access token and API domain in Settings → Integrations.

1. Start a free trial at app.gyri.io · 2. Open Settings → Integrations · 3. Run your first federated query with cited answers.

Connect Zoho CRM Setup guide

Connect Zoho CRM to Gyri.

Free trial — OAuth token, auto graph module, cited federated answers.