Zoho AI agent for Slack and Teams
Put Wopie to work in Zoho.
Wopie works in Zoho CRM: it adds contacts and deals, converts leads and keeps your records tidy.
$100 in credits · No card needed
Raj in #sales
@wopie which leads are ready to talk to this week?
Wopie Quoted 70 credits before starting
Eleven leads opened your last email twice or more. Four asked about price. I put those first.
Used 63 credits·Answered in #sales
Raj in #sales
@wopie add a $14,000 deal for Maple Dental
Wopie Quoted 60 credits before starting
I added the deal under Maple Dental, set to the proposal stage and owned by you.
Used 54 credits·Created in Zoho CRM
Raj in #sales
@wopie convert Brightside to a customer
Wopie Quoted 70 credits before starting
Brightside will become a customer, with a contact and a deal. I'll do it after your OK.
Used 63 credits·Waiting for your OK
Raj in #sales
@wopie draft follow-ups for the leads that went quiet
Wopie Quoted 200 credits before starting
Six follow-ups are drafted, one for each lead, using the last email in their record.
Used 180 credits·Waiting for your OK
How Wopie works with Zoho.
Wopie is an AI agent that works in Zoho for you. You ask in Slack or Microsoft Teams. It finds records, creates contacts and deals, tags them and drafts emails. Ask which leads are ready to become customers. Wopie tells you the credits first. Sending an email, converting a lead or deleting records waits for a person's OK.
- 1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in Zoho.
- 2Wopie does the workIt tells you the credits first, then works in Zoho and your other tools, and posts the result in the thread.
- 3You stay in chargeAnything that reaches a customer, moves money or deletes data waits for your OK.
- Works in
- Slack and Microsoft Teams
- Connects
- Sign in to Zoho once
- Category
- Sales & CRM
- What it can do
- 102 Zoho actions: 59 look things up, 43 make changes
- Price
- $100 in free credits, then pay per job
Wopie uses Zoho with your other tools.
Ask for a result that needs more than one tool. Wopie pulls from Zoho, checks the rest and hands back one finished answer.
Gmail
Google Sheets
Slack
- ZOZoho Mail
Notion
Everything Wopie can do in Zoho.
102 Zoho actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 59 only look things up. The rest make changes, inside the access you give it.
- Add tags to Zoho CRM recordsChanges
Apply one or more tags to up to 500 records in a Zoho CRM module.
- Associate email with Zoho CRM recordChanges
Add a sent or received email to a Zoho CRM record's history.
- Convert Zoho CRM leadChanges
Converts a lead into a contact, account, and.
- Count Zoho CRM recordsLooks up
Count all records or records matching one filter in a Zoho CRM module.
- Create contact in Zoho CRMChanges
Creates a new contact record in Zoho CRM.
- Create deal in Zoho CRMChanges
Creates a new deal in Zoho CRM representing a sales opportunity with deal name, stage, amount, and closing date.
- Create email draft in Zoho CRMChanges
Creates email drafts for a specific record in Zoho CRM.
- Create lead in Zoho CRMChanges
Creates a new lead record in Zoho CRM with the chosen details.
- Create note in Zoho CRMChanges
Creates a new note attached to a specific record in Zoho CRM.
- Create Zoho CRM automation taskChanges
Create an automation task with typed static, merge, date, or datetime mappings.
- Create Zoho CRM custom fieldsChanges
Create one to five custom fields in a Zoho CRM module.
- Create Zoho CRM custom viewChanges
Create one custom view for a Zoho CRM module.
Safe in Zoho by default.
- Only what you share
Wopie sees only what your Zoho connection allows, and never more than the person who asked.
- Asks before it acts
Looking things up runs on its own. Anything that reaches a customer, moves money or deletes data waits for your OK.
- Every step on record
Each change it makes in Zoho is logged, with who asked and who approved it.
From owners using it
What owners are saying.
“Wopie.ai has transformed how I run the agency. Enquiries, follow-ups and everyday admin are easier to stay on top of, freeing me to focus on our clients and growth. It's simple to use, and the entire operation now runs more smoothly.”
Harcourts · Real estate
“Wopie.ai has genuinely changed how I run Aster Stayz. It saves me hours on everyday tasks, giving me more time to care for our guests and grow the business. It's simple to use and has made the entire operation feel far more manageable.”
Aster Stayz · Short-term rentals
More Sales & CRM integrations.
Wopie works in 3,200+ apps, and can use several in one job.
Zoho integration
Zoho questions, answered.
No. Every email waits for your OK.
Zoho and its logo belong to their owner and are shown only to say the two work together.