> ## Documentation Index
> Fetch the complete documentation index at: https://docs.insighto.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho Calendar Tool

Integrate your **Zoho CRM** with Insighto to unlock powerful automation! Once connected, you can create leads directly in Zoho CRM from conversations in Insighto or set up calendar events for appointment bookings. This guide will show you how to connect and configure the Zoho tool for seamless workflows.

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## 🔧 Zoho Tool Setup

1. Go to Tools & Integration

From the left-hand sidebar of your Insighto dashboard, click on **Tools & Integration**.

<img src="https://mintcdn.com/insightoai-bc61fe99/DGKULXE1KuQ0xw_r/images/ZT/Zoho1.png?fit=max&auto=format&n=DGKULXE1KuQ0xw_r&q=85&s=9fef181da099df73e203b1836a78b3d6" alt="" width="1526" height="962" data-path="images/ZT/Zoho1.png" />

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2. Click on Set Up

Locate the **Zoho Tool** and click **Set Up**.

<img src="https://mintcdn.com/insightoai-bc61fe99/DGKULXE1KuQ0xw_r/images/ZT/Zoho2.png?fit=max&auto=format&n=DGKULXE1KuQ0xw_r&q=85&s=2351ca792d2ab891ab3368ea4361d67e" alt="" width="1526" height="962" data-path="images/ZT/Zoho2.png" />

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3. Click on Start New

After clicking **Set Up**, a popup window will appear. Click **Start New** to begin creating a new configuration.

<img src="https://mintcdn.com/insightoai-bc61fe99/DGKULXE1KuQ0xw_r/images/ZT/Zoho3.png?fit=max&auto=format&n=DGKULXE1KuQ0xw_r&q=85&s=adb1fe9f95d1adf3c6083829eb803a6b" alt="" width="1526" height="962" data-path="images/ZT/Zoho3.png" />

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4. Log In to Zoho Account

You’ll be redirected to **Zoho CRM**. Log in using your credentials to authorize the integration.

<img src="https://mintcdn.com/insightoai-bc61fe99/DGKULXE1KuQ0xw_r/images/ZT/Zoho4.png?fit=max&auto=format&n=DGKULXE1KuQ0xw_r&q=85&s=b2eaf3bac3de4a21684ec2c582ab2fe7" alt="" width="1526" height="962" data-path="images/ZT/Zoho4.png" />

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5. Accept Permissions

After logging in, Zoho will ask for permission to connect with Insighto. Click **Accept** to grant access and complete the integration.

<img src="https://mintcdn.com/insightoai-bc61fe99/DGKULXE1KuQ0xw_r/images/ZT/Zoho5.png?fit=max&auto=format&n=DGKULXE1KuQ0xw_r&q=85&s=6467396fb81ce497fb6b48836df00d26" alt="" width="1526" height="962" data-path="images/ZT/Zoho5.png" />

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6. Name Your Configuration and Click Create

Enter a descriptive name for your configuration, then click **Create**.

<img src="https://mintcdn.com/insightoai-bc61fe99/DGKULXE1KuQ0xw_r/images/ZT/Zoho6.png?fit=max&auto=format&n=DGKULXE1KuQ0xw_r&q=85&s=bb27d83bc367fb62cbf6d90489733496" alt="" width="1526" height="962" data-path="images/ZT/Zoho6.png" />

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7. Enable Required Functions and Save

Toggle on the functions you want your assistant to use with Zoho. Then click **Save**.

<img src="https://mintcdn.com/insightoai-bc61fe99/DGKULXE1KuQ0xw_r/images/ZT/Zoho7.png?fit=max&auto=format&n=DGKULXE1KuQ0xw_r&q=85&s=ced2f6802b71ca22833f16b507e1a2ae" alt="" width="1526" height="962" data-path="images/ZT/Zoho7.png" />

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8. Configure Calendar Preferences and Click Finish

In the Calendar configuration section:

* **Select the Service**: Choose the service you want to link (e.g., consultations, demos).
* **Select Staff**: Pick the staff member whose calendar will be used for appointments.

Click **Finish** to complete setup.

<img src="https://mintcdn.com/insightoai-bc61fe99/DGKULXE1KuQ0xw_r/images/ZT/Zoho8.png?fit=max&auto=format&n=DGKULXE1KuQ0xw_r&q=85&s=83a05186a6e0f5f3f92c17148956340d" alt="" width="1526" height="962" data-path="images/ZT/Zoho8.png" />

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## 🤖 Connect with Assistant

9. Edit Any Existing Assistant

From the **Assistants** section, click the three dots next to the assistant you want to update and select **Edit Assistant**.

<img src="https://mintcdn.com/insightoai-bc61fe99/DGKULXE1KuQ0xw_r/images/ZT/Zoho9.png?fit=max&auto=format&n=DGKULXE1KuQ0xw_r&q=85&s=6d7b369d878d16049a910fbde7920c62" alt="" width="1526" height="962" data-path="images/ZT/Zoho9.png" />

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10. Click on Connect Tools

In the **Tools** tab:

* Click **Connect Tool**
* Select **Zoho Tool** as the tool type
* Choose your tool configuration

<img src="https://mintcdn.com/insightoai-bc61fe99/DGKULXE1KuQ0xw_r/images/ZT/Zoho10.png?fit=max&auto=format&n=DGKULXE1KuQ0xw_r&q=85&s=21122ff919735e3cecdeb99f962321dc" alt="" width="1526" height="962" data-path="images/ZT/Zoho10.png" />

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11. Use Prompts to Trigger Zoho Functions

Navigate to the **Prompt** section in the assistant editor. Define instructions that allow your assistant to:

* Create a Lead
* Check Availability
* Book Appointments
* Use other calendar actions

<img src="https://mintlify.s3.us-west-1.amazonaws.com/insightoai-bc61fe99/images/ZT/Zoho11.png" alt="" />
