A Zoho CRM shared inbox integration for contacts, leads, accounts and deals
Sektra connects to Zoho CRM and shows the record behind each conversation in the shared inbox. A sender who is already a Zoho contact appears with their account and deals, while a lead appears with the company and lead status. A team that manages its pipeline in Zoho CRM and answers clients from a shared mailbox can check a deal, create a contact or a deal, and reply in the same place.
What Sektra does with Zoho CRM
What the Zoho CRM card shows for a contact
The Apps button on a thread opens a Zoho CRM card matched on the sender's email address. For a contact it shows the job title, phone and record owner, the account they belong to and up to five deals linked to that contact. Every deal lists its stage, amount and closing date, and the contact, account and deals all link to their pages in Zoho CRM.
Leads show when there is no contact
If Zoho CRM has no contact with the sender's address, Sektra checks the Leads module for the same email. A lead card shows the title, company, lead status and owner, and it lists no deals, because deals are shown for contacts only.
Create a Zoho CRM contact or deal from the thread
Create contact adds the sender with the name, email and phone from the conversation, and it keeps a contact that already exists with that email. Create deal is named after the conversation subject unless you type a name, takes an optional amount, and starts at the Qualification stage unless you enter another. The deal is linked to the contact and to the contact's account when Zoho CRM has them.
A rule can create the contact in Zoho CRM
Rules in Sektra can include Create contact in Zoho CRM as a step, so the sender of a conversation the rule matches becomes a contact without a click. The step checks for the email first and keeps the existing contact. Creating a deal is not available as a rule step.
The assistant can read Zoho CRM
The assistant, Sektra's built-in AI for questions and drafts, can read the Zoho CRM card for the open conversation or for any email address. It can search contacts, accounts and deals by a word such as a company name. It only reads, so nothing in Zoho CRM changes because of a question.
How to connect Zoho CRM
- 1
Open Integrations in Settings
As the workspace owner or an admin, open Settings, then Integrations, and choose Connect Zoho CRM under CRM.
- 2
Sign in to Zoho and approve
Zoho asks you to sign in and approve Sektra reading contacts, leads, accounts and deals and creating contacts and deals.
- 3
Open Apps on a thread
Zoho CRM now shows as Working on the Integrations page, and the Apps button on any thread opens the Zoho CRM card.
Common questions
Setup, permissions and what Sektra reads from Zoho CRM, with a contact link for anything not covered here.
Does Sektra work with Zoho CRM in Europe, India or Australia?
Yes. Sektra supports Zoho accounts hosted in the United States, Europe, India, Australia, Japan, Canada, China, Saudi Arabia and the United Kingdom. Zoho tells Sektra which region the account lives in when you sign in, and links on the card open the record at your regional Zoho CRM address.
Does Sektra sync email into Zoho CRM?
No. Sektra reads Zoho CRM and creates contacts and deals on request, and it does not attach emails or notes to Zoho records. Your mail stays in the mailbox and in Sektra, where each thread keeps its owner, notes and history.
Which Zoho CRM modules does Sektra read?
Sektra reads four modules, which are Contacts, Leads, Accounts and Deals. The card shows a contact with its account and deals, or a lead when no contact matches. Records are created only in Contacts and Deals, by a teammate from the thread or, for contacts, by a rule.
Connect Zoho CRM and see it work
Connect a mailbox first, then add Zoho CRM from Settings. Both steps take a few minutes, and the team can work from the inbox the same day.