# Zoho CRM and Volty > Volty answers from Zoho CRM leads and deals and creates leads from WhatsApp, Instagram and web chat, with approval. Volty reads a buyer's lead or deal in Zoho CRM before it replies, and turns WhatsApp, Instagram and web chat enquiries into leads when you allow it. Talk to Volty · Free trial Updated 2 Nov 2026 ## After the test drive Volty reads the deal, answers from it, and proposes a note for the sales executive. DB Daniel Brooks WhatsApp · Customer Hi, I test drove the HR-V on Saturday. Is the price still $24k? Can I trade in my Corolla? Looked up Zoho CRM · Daniel Brooks · 2021 Honda HR-V · Test drive done Volty Hi Daniel, thanks for coming down on Saturday. The 2021 HR-V is still at $24,000. For the trade-in, could you share your Corolla's model year and mileage? Kevin will give you a valuation. 2016, about 75,000 miles Waiting for approval Zoho CRM note on Daniel Brooks's deal: trade-in 2016 Corolla, about 75,000 miles, wants a valuation Approve · Edit · Decline Zoho CRM deal 2021 Honda HR-V Test drive done Contact Daniel Brooks Sales executive Kevin Walsh Deal amount $24,000 Test drive Sat 1 Nov Read from Zoho CRM during the conversation ## What Volty does with Zoho CRM Zoho CRM holds the leads, contacts and deals a sales team works through. Volty connects to Zoho CRM with one sign-in. It can read a buyer's lead or deal while it replies, so a follow-up after a test drive is answered from the record, and when you allow it Volty creates a lead from a new enquiry. - Buyers recognised · Volty finds the buyer's lead or deal before it replies. - Leads from every channel · WhatsApp, Instagram and web chat enquiries can become Zoho leads. - Notes the team can read · What the buyer asked is added to the record. - Writes wait for a colleague · Changes start Off, and each can be set to need approval. Connects with One Zoho CRM sign-in Volty reads Leads, contacts, accounts, deals Volty can change Create leads and notes, when turned on Setup A few minutes Category CRM & sales Enquiries arrive as leads, ready for the sales team. ### An Instagram enquiry becomes a lead Volty asks the questions the valuer needs, then proposes the lead. JM jessica.miller Instagram · Customer Hi, I want to sell my car. Can you quote? Volty Happy to. What model and year is it, and roughly how many miles has it done? 2018 Mazda3, around 53,000 miles Waiting for approval New Zoho CRM lead: Jessica Miller, selling a 2018 Mazda3 with 53,000 miles, from Instagram Approve · Edit · Decline ## As an automation Describe it to Volty in a sentence; it drafts the automation and an admin turns it on. Instagram enquiry to lead - When · A buyer messages your page · From a post or a story - Step 1 · Volty asks the key questions · Model, budget, trade-in - Step 2 · Creates the lead · Approved by a colleague - Step 3 · Brings in a sales executive · In the same conversation Follow-ups answered with the deal at hand. ## How Volty connects to Zoho CRM An admin signs in to Zoho CRM from the Sources page. The sign-in decides what Volty can see, and the tool switches decide what it may do. - 01 · Sign in to Zoho CRM · With the user whose records Volty should see. - 02 · Turn on the reads · Leads, contacts, accounts and deals. - 03 · Choose the writes · Create lead and add note start Off. ### The tools Volty gets Each one is a switch on the Sources page in Volty. - Search leads and contacts · Reads - Read deal · Reads - Create lead · Changes - Add note · Changes - Update deal stage · Changes Reading tools can be turned on straight away. Anything that changes Zoho CRM starts Off, and once on it can be set to check with staff, so each change waits for a colleague. ## Common questions ### Can Volty change records in Zoho CRM? Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it. ### What can Volty see in Zoho CRM? What the account that connected it can see. In a customer conversation Volty looks up only the customer the conversation has verified. ### How much does it cost to connect Zoho CRM with Volty? Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger. ## Related integrations - HubSpot CRM & sales - Salesforce CRM CRM & sales - Pipedrive CRM & sales - Instagram DM Messaging channels - Google Calendar Calendar & booking All integrations ## Start your free trial Talk to Volty · Start your free trial Sign up for our 7-day trial. No credit card needed. ## Not convinced? Hear more from our CEO and Volty The Leonard and Volty Show · 8 October 2026 ### Meta now charges for WhatsApp replies The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [CRM & sales](https://voltade.com/integrations?category=crm) - [HubSpotCRM & sales](https://voltade.com/integrations/hubspot) - [Salesforce CRMCRM & sales](https://voltade.com/integrations/salesforce) - [PipedriveCRM & sales](https://voltade.com/integrations/pipedrive) - [Instagram DMMessaging channels](https://voltade.com/integrations/instagram) - [Google CalendarCalendar & booking](https://voltade.com/integrations/google-calendar) - [All integrations](https://voltade.com/integrations)