Zoho CRM is an AI-powered sales software that helps businesses of all sizes manage their sales better. With SFA features, advanced automation, easy-to-use UI, advanced analytics, and deep customization capabilities, Zoho CRM truly understands your business.
With Codex, you can extend the functionalities of Zoho CRM by simply prompting. Your business, your Zoho CRM—powered by Codex.
How to use
- 1Add it in ChatGPT
Open Zoho CRM in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Zoho CRM, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Things to ask
- “Search Zoho CRM for open deals closing this quarter and summarize the highest-risk opportunities.”
- “Find Zoho CRM contacts at an account and summarize recent activities.”
- “Pull Zoho CRM organization settings and users needed to audit access.”