AI-native automation
Connect Zoho CRM and Zoom with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Zoho CRM and Zoom together
- 01
Create meeting in Zoom when new lead in Zoho CRM.
Caddi watches Zoho CRM for new lead and create meeting in Zoom — no copy-paste, no missed records.
- 02
Create lead in Zoho CRM when new meeting created in Zoom.
Caddi watches Zoom for new meeting created and create lead in Zoho CRM so the two systems stay in lockstep.
- 03
Create webinar in Zoom from Zoho CRM events.
When new deal happens in Zoho CRM, Caddi create webinar in Zoom with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Zoho CRM and Zoom
- 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.
- Zoom
New meeting created
Triggers when a new meeting is scheduled.
- Zoom
Meeting ended
Triggers when a meeting wraps up.
- Zoom
New recording ready
Triggers when a cloud recording finishes processing.
- Zoom
Create meeting
Schedule a new Zoom meeting with custom settings.
- Zoom
Create webinar
Schedule a new Zoom webinar with registrants.
- Zoom
Update meeting
Modify an existing meeting's time or settings.
Common questions
How does Caddi connect Zoho CRM and Zoom?
Zoho CRM and Zoom just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Zoho CRM and Zoom end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. 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, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Zoho CRM and Zoom to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Zoho CRM + Zoom 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 the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Zoho CRM and Zoom?
Drop your work email and we'll show you Caddi running end-to-end against Zoho CRM, Zoom, and the rest of your stack.