What Horizon can see
Leads, accounts, contacts, deals, campaigns, tasks, cases, meetings, calls, quotes, orders, invoices and approved custom modules.
Zoho CRMCRM and pipeline software
AI automation inside Zoho CRM.
Ask across approved customer records and prepare sales or service updates without rekeying.
Stalled-deal action list
PN
@Horizon, show me deals that have gone quiet and list the last activity and next step for each.
On it. Checking Zoho CRM now.Deals and activity checked in Zoho CRMCross-checked and compiled into one list
A stalled-deal action list.
Account briefing
MD
@Horizon, brief me on this account using its contacts, deals, calls, meetings and open cases.
On it. Checking Zoho CRM now.Contacts and deals checked in Zoho CRMCross-checked and compiled into one briefing
A joined account briefing.
Update pack
ER
@Horizon, prepare the deal update, task and meeting note from this call, but wait for approval.
On it. You approve before anything is saved.
The approved details read from this threadDraft deal and task prepared for Zoho CRMNothing saved in Zoho CRM until you approve
A Zoho CRM update pack ready to approve.
Works alongside
The connection
How does Horizon actually get into Zoho CRM?
Horizon connects through Zoho CRM's official API. Your team approves which records Horizon can use and what it may prepare before the build starts.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
Zoho CRMYour approved records
What Horizon can prepare
Horizon shows your team supported CRM records, tasks and meeting updates for staff review before saving.
How work can start
Zoho CRM can notify Horizon about selected record changes, while other modules are checked on schedule.
What we confirmed about the Zoho CRM connection
- The connection must stay in the customer's Zoho region rather than assuming one global account address.
- The administrator chooses which modules and fields Horizon can use.
- A newly changed record can take time to appear in ordinary search, so immediate checks use the more reliable query route.
Checked against official Zoho CRM information on .
Day to day
Use Zoho CRM without jumping between systems.
Zoho CRM stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.
We connect one workflow first, prove it with your team on real review steps, then expand.
Often paired with
Software we connect with Zoho CRM.
Common questions
Using Horizon with Zoho CRM, answered.
What could our team ask Horizon to do with Zoho CRM?
Ask across approved customer records and prepare sales or service updates without rekeying. Typical results include a stalled-deal action list, a joined account briefing, and a Zoho CRM update pack ready to approve.
Can our team use Zoho CRM from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Zoho CRM information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Zoho CRM with Outlook, SharePoint or our other software?
Yes. We design one workflow around Zoho CRM and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in Zoho CRM, not just answer questions?
Yes, where Zoho CRM supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in Zoho CRM?
We start with one useful, controlled request such as: @Horizon, show me deals that have gone quiet and list the last activity and next step for each. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
A Zoho CRM administrator approves the connection and the modules it can use. Plan, data-centre and field permissions remain in force.
Does Horizon replace Zoho CRM?
No. Zoho CRM remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Zoho CRM workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing
Put AI to work inside Zoho CRM.
Tell us the Zoho CRM job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.