Count the leads
“How many new leads came in from financial services this quarter?”
Use Zoho CRM with Drova
Bring your Zoho CRM leads and accounts into your risk and objective work.
Zoho CRM holds your leads and accounts. Connect it to Drova and Sheila AI, the AI assistant in Drova, can read them and answer questions about them.
Questions for your AI assistant, Sheila AI
Once Zoho CRM is connected, Sheila AI reads it alongside what’s already in Drova. Try one of these first.
Tie leads to objectives
“How do this year's new leads and accounts relate to our growth objective?”
Flag the accounts
“Which accounts have open complaints that relate to a risk we track?”
Suggest the risk
“Suggest a risk from the billing issue on our largest account.”
Suggest the follow-up
“Suggest a task for each account that needs follow-up.”
Access and privacy
You stay in control of what Sheila AI sees and does
Nothing you can’t already see
Each person connects their own Zoho account. Sheila AI reads only the records you can already see.
You can check every answer
Each answer names what Sheila AI read in Zoho CRM, so you can check it there.
You decide what’s added
Sheila AI leaves Zoho CRM as it is. What she finds comes back as suggestions in Drova, and only the ones you accept are added.
Zoho handles your sign-in
You approve access on Zoho’s own screen, so your Zoho password never comes to Drova.
Switch it off at any time
Disconnect whenever you like and the access is removed. Your admin can switch Zoho CRM off for everyone.
Connecting Zoho CRM takes three steps
Start for free
New to Drova? Start a free trial. Already using it? Sign in.
Connect Zoho CRM
Connect to Zoho CRM in Settings and sign in on Zoho’s own screen to approve access.
Put a question to Sheila AI
She answers from Zoho CRM and Drova, and shows where each answer came from.
Let Sheila AI answer from Zoho CRM
Try Drova for free, then connect Zoho CRM from Settings.
Questions
What people ask about Zoho CRM and Drova
What does the Zoho CRM integration do?
It connects Zoho CRM to Drova, so Sheila AI, the AI assistant in Drova, can read your leads and accounts, and answer questions about them.
Does Sheila AI change anything in Zoho CRM?
No. Today Sheila AI only reads from Zoho CRM. In Drova she suggests risks, tasks and control updates, and nothing is added until you accept it.
Whose access does Sheila AI use?
Yours. Each person connects their own Zoho CRM account, and Sheila AI reads only what that person can already see. A colleague connects their own account to use it.
How do I set up the Zoho CRM integration?
Sign in to Drova, connect to Zoho CRM in Settings and sign in on Zoho’s own screen to approve access. Your Zoho password stays with Zoho.
What will Zoho ask me to approve?
Zoho shows you what Drova is asking for before you agree. Drova asks once for everything Sheila AI may need, so you don’t have to reconnect later, and you can turn some of it off on that screen.
Can I switch off the Zoho CRM integration?
Yes. You can disconnect Zoho CRM at any time, and your admin can switch it off for your whole organisation.
More tools
Related integrations
Dynamics 365 integration
HubSpot integration
Salesforce integration
Start a free trial and connect Zoho CRM from Settings.
