CRM
Inspect modules, existing records, and route templates. Generate prompts and endpoint references for form capture, contact flows, and record creation.
Connect a single Zoho account, inspect every service that account can access, review existing resources, and generate a structured handoff bundle with prompts, API endpoints, official docs, and links back into your app.
The product experience is built for the developer who owns the destination app. The platform handles OAuth isolation, service discovery, and action wiring so the user can move faster across CRM, Forms, Mail, SalesIQ, Bookings, and more.
The workspace treats CRM, Forms, Mail, SalesIQ, and Bookings as the primary managed experiences, while still surfacing any other Zoho apps the connected account can reach in read-only or partial-action mode.
Inspect modules, existing records, and route templates. Generate prompts and endpoint references for form capture, contact flows, and record creation.
Build new route-backed forms or review existing route definitions already configured for the connected Zoho workspace.
Discover organizations, domains, and mailbox capabilities available to the signed-in user so setup work can be handed to an agent with the right context.
Expose widget setup references and generate embed handoff instructions that can be adapted into the user's own app shell.
Inspect services and staff, then generate appointment creation references and task-specific prompts for custom scheduling flows.
Desk, Books, Projects, and additional Zoho apps appear in the same workspace with entitlement and capability states instead of being hidden behind separate flows.
Each handoff bundle is scoped to a specific service and goal. The workspace filters the returned endpoints by service, permissions, and the action the user is trying to implement.
Save the app name, app URL, docs URL, and target base URL once. Those references are attached automatically whenever the user asks for a prompt bundle.
The agent gets both sides of the integration: what exists in Zoho and where the user wants it implemented.
A ready-to-run context bundle instead of a vague “set up Zoho CRM for my app” request.
The workspace is designed around one connected Zoho account per product user. That constraint keeps the data model clear, the entitlement story understandable, and the generated handoff context isolated.
Each user's OAuth token set and discovered service state are scoped to that user's workspace only.
If a service is unavailable because of subscription or scopes, the dashboard shows it explicitly instead of failing late.
Supported write actions are exposed through a normalized action layer and blocked clearly when permissions do not allow them.
The product returns implementation context for the user's own app, not product-branded snippets that compete with the user's interface.
The fastest path is still simple: create a workspace, connect Zoho, inspect available services, then generate the exact prompt and endpoint reference your coding agent needs.