Zoho CRM, answered and updated in the thread.

What can a Zoho CRM AI agent do?

Start with questions. Cedric searches leads, contacts, accounts, deals and other records in Zoho CRM by name, email or custom criteria, and returns the record with its fields. He pulls list views, filtered lists in the style of a report, and recently modified records, so "what changed on the enterprise accounts this week" is a status summary rather than a login. Before entering anything he can look up the available fields, modules and picklist options, so the data lands in the format your setup expects.

Then the writes. Cedric creates leads, contacts, accounts and deals with the details you give him, updates existing records, moves deals through pipeline stages and reassigns owners. He logs activities such as calls, tasks, meetings and notes against a record, and attaches files or notes or fetches the attachments already there. When a lead qualifies, Cedric converts it into a contact, an account and a deal in one step. Every one of these is proposed before it saves, which is what makes automated CRM updates safe to hand to an assistant.

Two things to know. API calls are capped by a daily and per-minute allowance tied to your Zoho plan, so a heavy pull is spread out rather than fired at once. And the connection acts as the user who connected it, so Cedric works within that user's modules and records.

Better in company

The meeting sits in Google Calendar and the follow-up leaves through Gmail; Cedric can log the meeting on the Zoho CRM record and draft the email in the same reply, each part waiting for its own approval.

Marketing lists in Mailchimp and leads in Zoho CRM describe the same people. Ask Cedric which webinar registrants are already leads, and which are not, and the answer comes from both without an export.