CRM
Zoho CRM + Squad
Agents read your leads, contacts, deals and pipeline; new leads and deal changes wait for your approval.
AvailablePaste a key from your own account
What the team can do
- Read leads, contacts, deals and accounts (and any COQL query)
- Read open pipeline, won revenue and new leads
- Create leads and update deals - only with your approval
- Measure your goals from Zoho CRM
What stays safe
- Read-only by default — every read logged.
- Anything outward waits for your approval, unless you let the team act within your policies.
- Keys are stored encrypted and never shown again.
Questions, answered plainly
Does Squad change anything in Zoho CRM without me?
Not by default. Squad reads; anything that changes Zoho CRM or reaches people waits for your approval, unless you let the team act within your policies on Growth and above.
How do I connect Zoho CRM?
Paste a key from your own account.
Which plans include Zoho CRM?
Every plan. The free Company Diagnosis can read one connected system (read-only); Starter connects 3, Growth 10, Scale unlimited.
Other CRM integrations
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