The lead reaches sales awake
It arrives with its source, its status and the context of what was asked, ready for whoever picks it up.
INTEGRATION · ZOHO CRM
Webchat
WhatsApp
Instagram
Email
Every conversation lands in the right Zoho module
Connect your account and choose what the agent may do: find the contact, create or update it, open the lead, the deal, the case or the follow-up task, and look up the status of whatever is already open.
Start 30 days free Then from €55/month (VAT included). Cancel anytime.Webchat
WhatsApp
Instagram
Email
WHAT YOUR TEAM GAINS
The modules you already work with, filled in on their own
Zoho is where your team looks. The agent writes there while the conversation is still going, in the module each thing belongs to.
Support and sales, each in its place
A question about an order becomes a case; an interest in buying becomes a deal. Each one in the module its team works in.
Follow-ups that get scheduled
The task is created linked to the contact, so what was promised in the chat has an owner and a date in Zoho.
Answers with the status in hand
The agent looks up the lead, the case, the task or the deal already open and answers with its real status.
AVAILABLE ACTIONS
What the agent can do in your Zoho CRM
Eight actions, each one switched on or off from your panel. The agent only does what you enable.
01
Finds the contact by email
Before answering, it checks in Zoho whether whoever is writing is already one of your contacts.
02
Finds them by phone number
On WhatsApp there is no email address, there is a number. The agent searches by it and picks up the same history.
03
Creates or updates the contact
If they are not there, it creates them. If they are, it completes their record without opening a second one.
04
Registers the lead
Name, company, source and status go into the Leads module with the context of the conversation.
05
Opens the deal
The opportunity is created in Deals and linked to its contact, ready for your sales team to work on.
06
Opens the support case
Subject, description and origin from the conversation. If a case with that subject is already open, it updates that one instead of opening a second.
07
Creates the follow-up task
What was promised in the chat becomes a task in Zoho, linked to the contact who asked for it.
08
Looks up what is already open
It reads the lead, the case, the task or the deal and answers with its status, its owner, its amount or its closing date.
HOW IT WORKS
One conversation, the right module
An example of an enquiry that ends up in Zoho without anyone typing anything.
Your sales agent
Online
Status of my quote
Talk to a person
Request a callback
Type your question…
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CLEAR LIMITS
What it writes on its own and what stays with your team
The agent writes it
- Contacts, leads and deals
- Cases and follow-up tasks
- The status of whatever is already open
Your team decides it
- Which modules stay connected
- Which actions stay switched on
- How each deal is negotiated
START RISK-FREE
Your first agent, ready in minutes
Try Aizy for 30 days. We help set up your agent, load knowledge and connect your channels.
- Consistent answers in your brand tone.
- Shorter response times and happier customers.
- More time for complex, high-value conversations.
- Reduced operational load in support teams.
FAQ
Frequently asked questions
Does it work if I renamed my modules?
Yes. The agent writes in the modules configured for your account, so a renamed Leads or Deals keeps working.
Can I use only the sales part?
Yes. Each action is independent: you can switch on the lead and the deal and leave cases and tasks off.
Which data centre does it connect to?
The one your account belongs to. The connection resolves your region on its own, so an account in the EU stays in the EU.
Do I need a Zoho developer?
No. You authorise the connection from the Aizy panel and switch on the actions. There is nothing to install in Zoho and nothing to program.