Skip to main content
To install the integration of your product with Zoho, it is crucial that the user has administrator permissions in the Zoho account.

​
Steps to install the Zoho integration in Treble

  1. Sign in to

    app.treble.ai

  2. Go to Settings
  3. Go to Integrations
  4. Click the “Connected Apps” tab
Install Zoho in Treble
1

Zoho installation flow in Treble

At this point, follow the instructions. Click the “Connect App” button and a modal will open with the connection options. Click “Zoho”.Install Zoho in Treble
2

Accept Zoho configuration

After clicking “Zoho”, a Zoho configuration window will open. Click the box “Allow Treble.ai access to the listed data”. Then click “Accept”.Install Zoho in Treble
3

Connected application

You have now connected the Zoho application in Treble.Install Zoho in Treble
4

Use Zoho tools for AI in Treble

You can now use Zoho tools for AI in Treble. To do this, go to the “AI Center” section and create a new AI agent. You must select the “Automate complex tasks” option. After creating the agent, go to the “Tools” section and select the “Connected Apps” option in the tools list. In this section, select the “Zoho” application and you will see the available tools to use in AI.Install Zoho in Treble
Congratulations! You have successfully installed the Zoho integration in Treble.
In the next section, we explain how to use Zoho tools for AI in Treble.