Palfred + Zoho CRM.
Access your Zoho CRM data from Slack — look up contacts, update deal stages, and pull sales reports without leaving your conversation.
@Palfred pull up the Zoho record for TechVault — I have a call in 10 min
They asked about API access during the demo. Good to address that on the call.
Great context, thanks. Log a note after: they confirmed the pilot starts March 1.
Logged ✓ Note added and deal stage moved to Negotiation
@Palfred just closed the BrightPath deal. Move it to Closed Won in Zoho and log the contract value: $52K ARR.
Updated ✓
Post a win in #wins? 🎉
Absolutely! 🥳
@Palfred pull this month's Zoho CRM pipeline summary
Strongest pipeline month this quarter. Want the breakdown by rep?
Send this to #leadership as-is 📈
Why connect Zoho CRM to Palfred?
Zoho CRM offers a comprehensive sales platform at a fraction of the cost of enterprise alternatives, making it the CRM of choice for fast-growing teams. But just like any CRM, it only works when your team actually uses it. Palfred makes Zoho CRM part of your Slack workflow so data entry and lookups happen naturally, not as an extra chore.
With the Palfred Zoho CRM integration, your sales team can look up contacts, check deal stages, and log call notes directly from Slack. When a prospect comes up in conversation, ask Palfred for their full history — recent emails, deal status, upcoming tasks, and associated notes. After a meeting, send Palfred a quick summary and it logs the activity to the right contact record in Zoho automatically.
For sales managers, Palfred turns Slack into a lightweight reporting layer on top of Zoho CRM. Ask for pipeline snapshots, team activity summaries, or conversion metrics. The data is always current and always accessible in the channels where your team already communicates. Teams that adopt the integration typically see better CRM adoption because the barrier to entry drops to zero — just message Palfred.
What you can do.
One minute. That's it.
No onboarding calls. No configuration wizards. Just install and go.
Add to Slack
One click install. Palfred joins your workspace in under a minute.
Connect Zoho CRM
Authorize Zoho CRM in the Palfred settings. One click.
Just ask
Mention @Palfred in any channel and ask about your Zoho CRM data.
Works great with.
FAQ: Palfred + Zoho CRM
What Zoho CRM modules can Palfred access?
Palfred can access leads, contacts, deals, accounts, and activities. You configure which modules are accessible during setup.
Does Palfred work with Zoho One?
Yes. If your organization uses Zoho One, Palfred connects to the CRM module within your Zoho One subscription.
Can I update deal stages from Slack?
Yes. Tell Palfred to move a deal to a new stage and it updates the record in Zoho CRM instantly.
How is data security handled?
Palfred uses Zoho's OAuth authentication and only accesses data through the official API. No data is stored permanently — it's fetched on demand and delivered to Slack.
Pay for what you use.
No per-seat pricing. One workspace, one bill.
Free
5,000 credits (~100 conversations)
Includes:
- AI assistant that works right in your Slack threads
- References your team's context in channels it's added to
- Connects to the tools you already use (Jira, GitHub, and more)
- Automates recurring work like reports and check-ins
- Drafts updates, tickets, and docs on your behalf
Team
Most popularper Slack workspace
Everything in Free, plus:
- Monthly credits refresh automatically
- Higher capacity for heavier workflows + more scheduled automation
- Priority support
Enterprise
For organizations with specific needs
Everything in Team, plus:
- SSO & SAML
- Dedicated account manager
- Custom SLA
- Audit logs