מידע
Zoho CRM is a customer relationship management platform, and its MCP server gives Notion AI access to your CRM records, modules, and workflows. Ask Notion AI to list the deals closing this month, count the leads created last week, review the fields and layouts in a module, or work with your CRM records without leaving Notion.
הוראות שימוש
With Notion Agent
- Select Get connection on this page.
- Sign in with your Zoho CRM account and approve access. You'll be asked for your Zoho CRM URL.
- Ask Notion AI to use Zoho CRM by name.
Try asking:
- "Show me all the deals closing this month in Zoho CRM"
- "How many leads were created last week in Zoho CRM?"
- "List all the fields in the Contacts module in Zoho CRM"
With Custom Agents
- Open your agent's Settings → Tools & Access and select Add connection.
- Choose Zoho CRM, sign in, and pick the tools the agent can use. You'll be asked for your Zoho CRM URL.
- Select Connect. Each agent has its own connection.
MCP connections are available on Business and Enterprise plans, on web and desktop.
