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Zoho CRM

Connect Zoho CRM so agents can work with your CRM data, scoped by role.

Category: CRM and sales

Availability

Section titled “Availability”

This connector uses the vendor’s official MCP server.

Connecting

Section titled “Connecting”

Open Admin > Agent Integrations, select Browse connectors, and choose Zoho CRM. The form asks for:

  • Server URL: Your per-org MCP server URL, generated in the Zoho MCP console at mcp.zoho.com.
  • Sign in with the vendor: selecting Connect sends your browser to the vendor to approve access, then returns you to Runnit to finish. The approval must finish in the same browser it started in.

Agents act in Zoho as the account you connect, and the vendor attributes their actions to it. Runnit asks you to confirm this before connecting. Where possible, sign in with a dedicated service account rather than a personal one. The connected account is shown on the integration card.

More detail

Section titled “More detail”