Beagle for Zoho CRM.
Beagle puts Zoho CRM to work from Slack and Microsoft Teams - reading what it needs, drafting the work, and waiting for your nod.
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
See it work.
One thread: ask about your Zoho CRM in plain language, and Beagle steps in on its own when something moves. The same conversation in Slack, Microsoft Teams, or Gmail.
@beagle what's the state of our deals?
- Read this week's deals in Zoho CRM
- Flagged the two that changed since Monday
- Drafted the next step, held for your nod
Two deals need you today - both linked below with what changed. The next step is drafted, one nod from going out.
A deal or contact changes - Beagle catches it in Zoho CRM, pulls what matters, and is ready to log the update and draft the follow-up. It goes out when you nod, not before.
What Beagle does.
With Zoho CRM connected, from day one.
Watches Zoho CRM
Beagle keeps an eye on Zoho CRM. When a deal or contact changes, it catches it and brings the context to your channel.
Drafts the next step
It can log the update and draft the follow-up - then waits for your nod before anything is saved or sent.
Answers across your stack
Ask "what's the state of our deals?" and Beagle answers from Zoho CRM and everything else it's connected to, in plain language.
Zoho CRM in a workflow.
Whole jobs Beagle runs with Zoho CRM - not just a single connection.
Connect Zoho CRM to.
One teammate across both tools. No zap to build.
Common questions.
Does Beagle integrate with Zoho CRM?
Yes. Connect Zoho CRM with OAuth and Beagle works with it from Slack and Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.
What can Beagle do with Zoho CRM?
Beagle watches Zoho CRM for when a deal or contact changes and is ready to log the update and draft the follow-up. You can also just ask it questions about your deals in plain language.
Is the Zoho CRM connection secure?
Every read is scoped to the teammate who asked - Beagle only sees what that person can already see in Zoho CRM - and nothing is sent or saved until you approve it.
Do I need a separate automation tool?
No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining Zoho CRM workflows by hand.
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