ZOHO CRM integration

General
1

I just connected one of my pickaxes to Zoho CRM. But I didn’t see where I could add an instruction.

Now what? How do I get it to automatically move the content from my client finder to the CRM?

Thanks,

Aidan

1 Like
2

Hi @aidan ,
Thank you for your question.

You can control when the action runs and what data it receives by providing clear instructions in the role prompt for your Pickaxe. In the role prompt, specify exactly when the action should be triggered and what information the AI model should pass to the connected action.