Integrations/Zoho CRM

Control what your AI agents do in Zoho CRM.

Let your team build AI agents for Zoho CRM. Bollard AI controls what each one can do, record type by record type.

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Zoho CRM
Sales Follow-up Agent
Leads RecordsOffReadFull use
Deals RecordsOffReadFull use
Contacts RecordsOffReadFull use
Delete records
What agents can do

Set what each agent can do for every type of record.

Each type of record, like leads, deals, or contacts, gets one of three levels: Off, Read, or Full use. Anything not allowed is denied.

Off
No access
The agent can't see that type of record.
Read
Read-only
The agent can read those records, like looking up a lead or a deal. It can't change anything.
Full use
Create and update
The agent can create and update those records, and add notes and tasks.

Some actions stay off until explicitly turned on

Each one removes records for good, copies data out, or rewrites your modules, so it could override the limits set on individual record types.

Deleting recordsBulk reading or exporting recordsChanging modules and fields
Set up & manage

Connect once. Manage everyone from there.

Connect once, then control access person by person. No new keys to hand out.

Step 1 · Set up

Connect once, company-wide

An admin connects your company's Zoho CRM a single time and chooses which record types it covers. Anything left out stays out of reach for every agent.

Step 2 · Manage

Control access per person and agent

From one dashboard, set what every person and their agents can reach. Change it any time, with no new keys for anyone.

OffNo access
ReadRead-only
Full useRead, create, and update a single type of record
Example

A sales follow-up agent.

A follow-up agent updates leads and adds notes and can read your deals, but it can't open contacts or delete records.

Leads RecordsOffReadFull use
Deals RecordsOffReadFull use
Contacts RecordsOffReadFull use

Manage access

ALLOWEDSales Follow-up Agent updated a record in Leads
ALLOWEDSales Follow-up Agent read a record in Deals
BLOCKEDSales Follow-up Agent tried to open Contacts, denied by default

Monitor activity

The security model

Top-tier security.

Bollard AI is access control for AI agents. It sits between your agents and Zoho CRM, so they never hold your Zoho CRM keys and never reach Zoho CRM directly.

Everything runs through Bollard AI

Agents send their requests to Bollard AI, not to Zoho CRM. Bollard AI checks each one against your rules and passes only the allowed requests through.

Denied by default

Every type of record starts off-limits, and deleting records is held back on top of that. An agent gets in only where you've allowed it, and anything Bollard AI doesn't recognise is refused and held for review, never waved through on a guess.

Your keys stay sealed

Your Zoho CRM keys are sealed in a vault unique to your company and never shown again. Bollard AI unlocks them only for the instant an allowed request needs it.

Activity you can read

Every attempt is recorded in plain English: who or which agent, what they tried, which record, and the decision. The record is readable and can't be edited after the fact.

Questions

Zoho CRM, answered.

Does connecting Zoho CRM hand Bollard AI your whole CRM?+
Only what's connected. An admin chooses which record types Bollard AI covers, and that sets the most any agent could reach. Bollard AI doesn't browse or copy your CRM. It sits in front of it and checks every request the agents make, passing or blocking each one.
Can an agent delete or export our records?+
Not unless you turn it on. Deleting records and bulk-reading or exporting them are held off by default, so an agent can read and update individual records without ever removing or copying your data, until you explicitly allow it.
Can an agent see more than the person who owns it?+
No. An agent reaches only what its owner reaches. An explicit Off always overrides an inherited permission.
Where do our Zoho CRM keys live?+
Sealed in an encrypted vault, behind a key unique to your company. It's never shown again once connected, and Bollard AI unseals it only for the instant an allowed request needs it.
What happens when an agent tries something it's not allowed to do?+
Bollard AI blocks the request before it reaches Zoho CRM, and the blocked attempt lands in the activity record with the reason.
How do we connect Zoho CRM?+
An admin connects the company's Zoho CRM once. Bollard AI seals the connection and builds the list of record types to set rules for. From then on, all management happens in the Bollard AI dashboard.
Early access

Put your team's agents to work in Zoho CRM, without the risk.

We're onboarding our first development partners now. Tell us about your setup and we'll be in touch.

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