AI-native automation
Automate work across
8x8 and 
Zoho CRMby teaching Caddi like a new hire.
Pick any number of tools and Caddi automates them end-to-end. No workflow builder. You teach it the job once, the way you'd train someone new.
See it on your stack
See Caddi run 8x8 and Zoho CRM together.
Discover, automate and govern the work between 8x8 and Zoho CRM
Caddi AI Agents find the repetitive handoffs between 8x8 and Zoho CRM, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
- 01
Discover
Caddi AI Agents watch how work moves between 8x8 and Zoho CRM and rank the repetitive handoffs by the hours they would give back, with the evidence attached. On this pair that usually starts with keep 8x8 and Zoho CRM in lockstep.
- 02
Automate
Show them the 8x8 and Zoho CRM task once, the way you would train a new hire. They build it as verified code and run it across both tools, and any other tool the job touches.
- 03
Govern
Every automation is reviewed before it runs in production. Every run across 8x8 and Zoho CRM is logged and replayable, and anything unusual is flagged to a person instead of guessed.
Help me automate meeting note write-back in 8x8 and Zoho CRM. Caddi builds the loop and runs it.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use 8x8 and Zoho CRM together
- 01
Keep 8x8 and Zoho CRM in lockstep.
Caddi listens for changes on either side and writes the matching update to the other, so your team stops keeping two systems in sync by hand.
Actions Caddi can take across 8x8 and Zoho CRM
- Zoho CRM
New lead
Triggers when a new lead is created.
- Zoho CRM
New deal
Triggers when a new deal is created.
- Zoho CRM
Module record updated
Triggers when a record in any module is updated.
- Zoho CRM
Create lead
Add a new lead with contact and qualification fields.
- Zoho CRM
Create deal
Open a new deal with pipeline and amount.
- Zoho CRM
Update record
Modify fields on any module record.
- Zoho CRM
Convert lead
Convert a Zoho CRM lead into account, contact, and deal.
Common questions
How does Caddi connect 8x8 and Zoho CRM?
8x8 and Zoho CRM just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against 8x8 and Zoho CRM end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect 8x8 and Zoho CRM to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first 8x8 + Zoho CRM loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.
Ready to automate 8x8 and Zoho CRM?
Drop your work email and we'll show you Caddi running end-to-end against 8x8, Zoho CRM, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.