Search Zoho CRM your customer history in your AI knowledge base.

Notes, attachments, linked emails and completed activities on contacts and deals come into the knowledge base – what was discussed, quoted and agreed with a customer. Master data such as address or stage remain authoritative in Zoho CRM; access is read-only.

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Zoho CRM

One click · included in the set-up

Example question

“What was agreed with Mr Aigner on the maintenance of the sprinkler system in the Hörsching warehouse?”

1 Answer with source

Connection

How the connection works

You grant access through Zoho itself: you connect junova via your Zoho account and grant read permissions for the areas to be read – such as contacts, deals, notes and attachments. Access is read-only; nothing is created, changed or sent in Zoho CRM. Only what the connected account itself is allowed to see can be read. The connection requires API access in your Zoho CRM edition; an administrator approves it once.

Once set up, synchronisation runs automatically: new and changed documents from Zoho CRM are added without anyone having to upload anything.

Set-upOne click, included in the set-up: you connect via your Zoho account, subject to admin consent in your account. We agree beforehand which areas are read – ideally together with the person who manages Zoho CRM at your company. Custom modules, connected mailboxes and other Zoho applications are included in that discussion.

Documents

Typical content: Zoho CRM

Notes on calls and visits – on the contact, on the account or directly on the deal
Attachments on the record: quotes, maintenance logs, inspection reports, signed orders
Emails linked to a contact via the mailbox integration, including the replies
Completed tasks, meetings and calls with descriptions that make up a customer’s history
Custom modules your team has created – for example for installations, properties or maintenance contracts
Several contacts at one company whose notes only give the full picture together

Example questions

Questions you might ask your documents

“What was agreed with Mr Aigner on the maintenance of the sprinkler system in the Hörsching warehouse?”
1 Answer with source
“Which documents did Reiter Logistik submit later for the access control quote?”
2 Answer with source
“What does the note on the last phone call with the municipality about the kindergarten extension say?”
3 Answer with source

Start

Before a connection is set up

You connect it in one click via your account, and it is included in the set-up, subject to admin consent in your account. Together we agree which folders and areas to include.

You can also upload files, whole folders, emails, photos and voice notes at any time. In the demo you see the answers using sample documents from your industry; you check them against your own documents in the first weeks after go-live.

Preliminary check

What we check in advance

Master data such as address, stage, amount or responsibility remain authoritative in Zoho CRM; the knowledge base names them as attributes but does not maintain them. Beforehand, we clarify which edition you use, in which data centre your Zoho account is hosted and which user the connection should run under – what this user is not allowed to see cannot be read either. We check which emails are actually linked in Zoho CRM and which are only in the mailbox. Whether custom modules or content from other Zoho applications such as Zoho Desk or Zoho WorkDrive are needed is something we discuss separately; open tasks and calendar entries are not documents and are not included.

FAQ

Frequently asked questions about this connection

We have created custom modules for our installations in Zoho. Will they come along?

junova first reads what is attached to contacts, accounts and deals: notes, attachments, linked emails. Whether custom modules are added depends on what they contain and whether the authorisation covers them – we check that beforehand. Especially for installations and maintenance contracts, that is often where the hard-to-find inspection reports are. We decide the scope together before we start.

Does the knowledge base change anything in our data in Zoho CRM?

No. Access is read-only: no records are created, no fields changed, no tasks created and no emails sent. Zoho CRM remains the system in which you manage customers and deals. The knowledge base reads what is there and names the source with every answer.

What happens if we change edition or a user is deactivated?

junova reads through the authorisation of the connected account. If this user is deactivated, the authorisation is withdrawn or a change of edition alters what the API allows, the knowledge base stays as of the last sync, and the date on the source shows this. Ideally, tell us about such changes in advance; we will then check whether the connection needs to be authorised again.

Our technicians should see maintenance notes, but not the contract terms. Is that possible?

Yes, via document types and roles: maintenance notes, inspection reports and installation data for the technicians, contracts with terms and quotes only for the roles that deal with them. In the knowledge base, permissions depend on the document type, not on profiles or roles in Zoho CRM; those remain untouched. Which document type an attachment is assigned to is confirmed by a person during the first run. We decide before we start which roles you need.

Industries

Typical for these industries

Request a demo – with examples for Zoho CRM

In a 30-minute video call, we use sample documents to show what answers with sources look like. After go-live, you connect Zoho CRM in one click via your account.