The integration between diio and Zoho CRM allows you to log conversation insights directly into Zoho’s core modules, connecting each meeting to your commercial workflow.
diio integrates with the following standard Zoho CRM modules:
Contacts
Accounts
Deals
Requirements to activate the integration
To connect diio with Zoho CRM, you need:
The Company Settings role in diio
Administrator permissions in Zoho CRM
How to connect Zoho CRM with diio
In diio, go to Company Settings
Open the Integrations tab
Find Zoho CRM
Turn on the switch and complete Zoho’s authorization flow
Once connected, the integration will be available to all users in your organization.
Integration scope
From a conversation analyzed in diio, you can associate information directly with existing Zoho CRM records in:
Contacts
Accounts
Deals
This helps maintain full sales traceability without duplicating manual work.
Automatic vs Manual sync
When setting up Zoho CRM in diio, you can choose how information will be sent:
Automatically
diio will automatically send the content generated after each meeting to the associated Zoho CRM record.
Manually
The sales rep will need to click Update CRM inside the meeting analysis in diio.
From there, they can choose:
what information to send
and which Zoho CRM record to associate it with
Deal association
To keep your pipeline properly organized, diio allows meetings to be linked to a Deal.
When clicking Update CRM:
diio shows the Contacts who participated in the meeting
You can search and select an existing Deal in Zoho CRM
The meeting information will be linked to the selected Deal
Field updates in Zoho CRM
diio can automatically complete Fields only within the following modules:
Accounts
Deals
Currently, diio does not update fields inside the Contacts module.
Custom fields and advanced configuration
If you need diio to populate a specific field in Zoho CRM (for example, a custom field in Accounts or Deals), you can request additional setup by contacting:
Available only for Business and Enterprise plans.