Zoho CRM AI agent for Slack and Teams

Put Wopie to work in Zoho CRM.

Wopie finds records in Zoho CRM, updates deals, turns leads into contacts and attaches files.

Hire for free

$100 in credits · No card needed

# sales

Arjun in #sales

@wopie pull up everything we have on Kestrel Logistics

Wopie Quoted 60 credits before starting

One account, two contacts and one open deal for $18,000 in Negotiation. The last note is from Monday.

Used 55 credits·Answered in #sales

How Wopie works with Zoho CRM.

Wopie is an AI agent that works in Zoho CRM for you. You ask in Slack or Microsoft Teams. It looks up leads and deals, updates records after a call, turns a good lead into a contact and attaches files. It uses your own modules and fields. Bulk changes wait for a person's OK first.

1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in Zoho CRM.
2Wopie does the workIt tells you the credits first, then works in Zoho CRM 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 CRM once
Category: Sales & CRM
What it can do: 12 Zoho CRM actions: 7 look things up, 5 make changes
Price: $100 in free credits, then pay per job

Wopie uses Zoho CRM with your other tools.

Ask for a result that needs more than one tool. Wopie pulls from Zoho CRM, checks the rest and hands back one finished answer.

Everything Wopie can do in Zoho CRM.

12 Zoho CRM actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 7 only look things up. The rest make changes, inside the access you give it.

Convert LeadLooks up
Converts a Lead into a Contact or an Account.
Create objectChanges
Create a new object/module entry.
Download attachmentChanges
Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a…
Get objectLooks up
Gets record data given its id.
List attachmentsLooks up
Gets the list of attachments for a record in Zoho CRM.
List fieldsLooks up
List modulesLooks up
Gets a list of all the modules available in your CRM account.
List objectsLooks up
Gets the list of available records from a module.
Search objectsLooks up
Gets the records that match your search criteria.
Update objectChanges
Updates entities in the module.
Upload attachmentChanges
Uploads an attachment file to Zoho CRM from a URL or file path.
Create or update recordsChanges
Inserts new records or updates ones based on duplicate check field values.

Safe in Zoho CRM by default.

Only what you share
Wopie sees only what your Zoho CRM 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 CRM is logged, with who asked and who approved it.

How Wopie stays safe

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