Enriched data
Ready prospects
AI SALES FOR ZOHO
Design an AI-powered sales process connected to Zoho CRM
From a prospect database to an active sales process
How to connect enrichment, calls with DialRun AI, follow-up, and Zoho CRM in a measurable sales operation.
GUIDE FOR B2B SALES TEAMS
Architecture · Configuration · Metrics · Implementation
AI Sales
for Zoho
B2B Scenario
What happens to a prospect inside the suite
Example of a configurable flow. Actions change based on the result of each interaction.
Zoho CRM identifies the prospect
A view, list, or workflow defines which record enters the process.
The agent enriches the context
Completes useful company and contact information before calling.
DialRun AI places the call
Uses the script, language, rules, and approved criteria.
The result decides the follow-up
Email, WhatsApp, human task, new call, or sequence closure.
Zoho CRM keeps traceability
Receives the data, summary, recording, and defined next step.
Orchestration
The call does not end the process: it decides what happens next
AI Sales for Zoho can activate different paths depending on the response received.
Confirmed interest
Create a follow-up, send information, and coordinate a meeting.
Requests information
Generate a personalized email or continue through WhatsApp.
Not available
Schedule a new attempt within the allowed window.
Sends documents
Extract relevant data and update the corresponding record.
Needs human attention
Assign a task or transfer the context to the sales rep.
No interest
Log the reason and close or pause the sequence.
Zoho CRM
What the suite reads and what it writes back to the CRM
The integration is defined by modules, fields, permissions, and workflows. Not every implementation needs the same data.
STAGEINFORMATION USED OR GENERATEDACTION IN ZOHO CRM
Enrichment
Company, industry, contact, and context
Complete defined fields
Call
Script, language, phone, and criteria
Log result and activity
Conversation
Notes, summary, recording, and signals
Update the record
Follow-up
Channel, message, date, and condition
Create action or workflow
Documents
Extracted data and validations
Update fields or attachments
Handoff
Priority, owner, and next step
Assign task or meeting
Solution design
What is configured in each implementation
Audience
Modules, views, segments, and entry criteria.
DialRun AI
Scripts, languages, voice, schedules, retries, and handoffs.
Follow-up
Email, WhatsApp, sequences, templates, and conditions.
Data
Consulted fields, generated data, and update rules.
Human control
Approvals, exceptions, assignments, and escalation points.
Measurement
Metrics, dashboards, goals, and criteria to scale.
Evaluation
How to measure sales and operational impact
Call volume is only one metric. Evaluation should connect activity, continuity, and sales outcomes.
Coverage
- Enriched prospects
- Calls completed
- Effective contacts
Speed
- Time to first contact
- Time to follow-up
- Sequences completed
Conversion
- Relevant conversations
- Meetings generated
- Opportunities created
Operation
- Records updated
- Administrative tasks reduced
- Interactions with a next step
Next step
Design the AI-powered sales process for your operation
An initial session helps identify the bottleneck, available data, the right flow, and the metric that will define success.
01
Identify
the process we need to improve
02
Review
how it currently works in Zoho CRM
03
Define
the agents, channels, and rules
04
Agree
on initial scope and success metrics
interconnecta.com
Zoho Premium Partner · +1,500 projects · +50 countries
AI SALES FOR ZOHO
Design an AI-powered sales process connected to Zoho CRM
From a prospect database to an active sales process
How to connect enrichment, calls with DialRun AI, follow-up, and Zoho CRM in a measurable sales operation.
GUIDE FOR B2B SALES TEAMS
Architecture · Configuration · Metrics · Implementation
B2B Scenario
What happens to a prospect inside the suite
Example of a configurable flow. Actions change based on the result of each interaction.
Zoho CRM identifies the prospect
A view, list, or workflow defines which record enters the process.
The agent enriches the context
Completes useful company and contact information before calling.
DialRun AI places the call
Uses the script, language, rules, and approved criteria.
The result decides the follow-up
Email, WhatsApp, human task, new call, or sequence closure.
Zoho CRM keeps traceability
Receives the data, summary, recording, and defined next step.
Orchestration
The call does not end the process: it decides what happens next
AI Sales for Zoho can activate different paths depending on the response received.
Confirmed interest
Create a follow-up, send information, and coordinate a meeting.
Requests information
Generate a personalized email or continue through WhatsApp.
Not available
Schedule a new attempt within the allowed window.
Sends documents
Extract relevant data and update the corresponding record.
Needs human attention
Assign a task or transfer the context to the sales rep.
No interest
Log the reason and close or pause the sequence.
Zoho CRM
What the suite reads and what it writes back to the CRM
The integration is defined by modules, fields, permissions, and workflows. Not every implementation needs the same data.
STAGEINFORMATION USED OR GENERATEDACTION IN ZOHO CRM
Enrichment
Company, industry, contact, and context
Complete defined fields
Call
Script, language, phone, and criteria
Log result and activity
Conversation
Notes, summary, recording, and signals
Update the record
Follow-up
Channel, message, date, and condition
Create action or workflow
Documents
Extracted data and validations
Update fields or attachments
Handoff
Priority, owner, and next step
Assign task or meeting
Solution design
What is configured in each implementation
Audience
Modules, views, segments, and entry criteria.
DialRun AI
Scripts, languages, voice, schedules, retries, and handoffs.
Follow-up
Email, WhatsApp, sequences, templates, and conditions.
Data
Consulted fields, generated data, and update rules.
Human control
Approvals, exceptions, assignments, and escalation points.
Measurement
Metrics, dashboards, goals, and criteria to scale.
Evaluation
How to measure sales and operational impact
Call volume is only one metric. Evaluation should connect activity, continuity, and sales outcomes.
Coverage
- Enriched prospects
- Calls completed
- Effective contacts
Speed
- Time to first contact
- Time to follow-up
- Sequences completed
Conversion
- Relevant conversations
- Meetings generated
- Opportunities created
Operation
- Records updated
- Administrative tasks reduced
- Interactions with a next step
Next step
Design the AI-powered sales process for your operation
An initial session helps identify the bottleneck, available data, the right flow, and the metric that will define success.
01
Identify
the process we need to improve
02
Review
how it currently works in Zoho CRM
03
Define
the agents, channels, and rules
04
Agree
on initial scope and success metrics
interconnecta.com
Zoho Premium Partner · +1,500 projects · +50 countries
AI SALES FOR ZOHO
Design an AI-powered sales process connected to Zoho CRM
From a prospect database to an active sales process
How to connect enrichment, calls with DialRun AI, follow-up, and Zoho CRM in a measurable sales operation.
GUIDE FOR B2B SALES TEAMS
Architecture · Configuration · Metrics · Implementation
B2B Scenario
What happens to a prospect inside the suite
Example of a configurable flow. Actions change based on the result of each interaction.
Zoho CRM identifies the prospect
A view, list, or workflow defines which record enters the process.
The agent enriches the context
Completes useful company and contact information before calling.
DialRun AI places the call
Uses the script, language, rules, and approved criteria.
The result decides the follow-up
Email, WhatsApp, human task, new call, or sequence closure.
Zoho CRM keeps traceability
Receives the data, summary, recording, and defined next step.
Orchestration
The call does not end the process: it decides what happens next
AI Sales for Zoho can activate different paths depending on the response received.
Confirmed interest
Create a follow-up, send information, and coordinate a meeting.
Requests information
Generate a personalized email or continue through WhatsApp.
Not available
Schedule a new attempt within the allowed window.
Sends documents
Extract relevant data and update the corresponding record.
Needs human attention
Assign a task or transfer the context to the sales rep.
No interest
Log the reason and close or pause the sequence.
Zoho CRM
What the suite reads and what it writes back to the CRM
The integration is defined by modules, fields, permissions, and workflows. Not every implementation needs the same data.
STAGEINFORMATION USED OR GENERATEDACTION IN ZOHO CRM
Enrichment
Company, industry, contact, and context
Complete defined fields
Call
Script, language, phone, and criteria
Log result and activity
Conversation
Notes, summary, recording, and signals
Update the record
Follow-up
Channel, message, date, and condition
Create action or workflow
Documents
Extracted data and validations
Update fields or attachments
Handoff
Priority, owner, and next step
Assign task or meeting
Solution design
What is configured in each implementation
Audience
Modules, views, segments, and entry criteria.
DialRun AI
Scripts, languages, voice, schedules, retries, and handoffs.
Follow-up
Email, WhatsApp, sequences, templates, and conditions.
Data
Consulted fields, generated data, and update rules.
Human control
Approvals, exceptions, assignments, and escalation points.
Measurement
Metrics, dashboards, goals, and criteria to scale.
Evaluation
How to measure sales and operational impact
Call volume is only one metric. Evaluation should connect activity, continuity, and sales outcomes.
Coverage
- Enriched prospects
- Calls completed
- Effective contacts
Speed
- Time to first contact
- Time to follow-up
- Sequences completed
Conversion
- Relevant conversations
- Meetings generated
- Opportunities created
Operation
- Records updated
- Administrative tasks reduced
- Interactions with a next step
Next step
Design the AI-powered sales process for your operation
An initial session helps identify the bottleneck, available data, the right flow, and the metric that will define success.
01
Identify
the process we need to improve
02
Review
how it currently works in Zoho CRM
03
Define
the agents, channels, and rules
04
Agree
on initial scope and success metrics
interconnecta.com
Zoho Premium Partner · +1,500 projects · +50 countries