Zoho (CRM, Books, Desk)
Connect Zoho CRM, Books, and Desk so Praxivara can manage leads, invoices, and support tickets from one chat.
Last updated July 14, 2026
The Zoho integration connects three of Zoho's core apps to Praxivara: CRM for your sales pipeline, Books for accounting, and Desk for customer support. Manage all of them in plain language, from chat or voice.
What you can do
- Zoho CRM — look up leads, contacts, and deals; create and update records; log activity.
- Zoho Books — find invoices and customers, check what's outstanding, and create records.
- Zoho Desk — review support tickets, reply, and track what needs attention.
Connect Zoho
Find Zoho under Popular integrations.
Click Connect and approve access on Zoho's sign-in screen. Praxivara connects to the right Zoho data center for your account automatically.
Try "show me new leads this week" or "which Desk tickets are still open?"
Using it with agents
Build an agent that enriches new leads, chases overdue invoices, or triages incoming support tickets. Add the Zoho tools you need in the agent's Tools panel and pair them with Schedules or Triggers.