5 AI use cases with GoZen DeepAgent and Zoho CRM for SDR's

Using AI in your workflow isn’t optional anymore — it’s mandatory.

It boosts productivity and lets you focus 100% on the high-value tasks that truly move the needle.

We all know how boring and exhausting repetitive work can be — data entry, organizing notes, updating records.

Not only is it soul-sucking, but it also steals precious time that could be spent selling, talking to prospects, and closing deals.

The solution? AI Agents.

They automate repetitive activities that don’t require your direct attention, so you can focus on building relationships and driving revenue.

Below are 5 practical ways you can use GoZen DeepAgent with Zoho CRM to automate sales tasks that drain your energy.

1. Get in touch with leads, faster.

Goal: Reach out to new leads within minutes to maximize conversion chances.

How the agent works:

• Trigger: A new lead comes in through a form, ad, or signup → Zoho creates the lead record.
• DeepAgent enriches the lead with job title, company info, and validity check.
• The lead is scored and tagged as Hot, Warm, or Cold.
• Zoho auto-assigns the lead to an SDR (round-robin or territory).
• Within 5 minutes, DeepAgent sends a personalized email from the assigned SDR with a calendar booking link.
• Hot and Warm leads get follow-ups if no booking happens.
• For Hot leads, Slack instantly notifies SDRs for a direct call.
• Zoho also creates follow-up tasks: “Call in 2h” for Hot, “Email follow-up” for Warm.

Metrics to watch: Average response time, Time-to-First-Touch SLA Compliance, Contact Rate, Lead-to-Meeting Rate, Lead Decay Rate.

👉 In short: Speed-to-lead means contacting prospects in minutes, not hours — doubling or tripling your conversion rate.

2. Engage silent deals in your pipeline.

Goal: Re-engage silent prospects and reduce stalled deals.

How the agent works:

1. Trigger: A deal sits in the pipeline for 7+ days with no logged activity.
2. DeepAgent reviews the deal’s history: last email, objection, or asset sent.
3. Sends a smart re-engagement message (e.g., “Hey [Name], did you get a chance to review the proposal?”)
4. Optionally shares a case study, discount, or feature update.
5. Logs activity in Zoho and creates a new task: “Follow up tomorrow.”
6. Branching:
   • If prospect replies/clicks → deal moves forward, SDR is notified.
   • If no response → SDR can mark as lost or recycle.

Metrics to Watch: Reply rate, stalled deals reduced, win rate improvements.

👉 In short: The Deal Resurrector wakes up silent prospects so you either re-ignite the deal or clear your pipeline faster.

3. Reschedule meets with no-show prospects.

Goal: Turn no-show demos into rescheduled meetings instead of lost opportunities.

How the agent works:

1. Trigger: No-show logged in Zoho or detected via calendar integration.
2. Within 30 minutes, DeepAgent sends a friendly “Sorry we missed you” email with suggested times + booking link.
3. Adds a short recap of the missed value (e.g., “How we cut onboarding by 30%”).
4. Zoho updates: lead tagged as “No-Show — Recovery in Progress” + task created for SDR.
5. Branching:
   • If prospect reschedules → new meeting booked, deal moves forward.
   • If no response → DeepAgent sends another nudge (via email/WhatsApp/SMS), SDR notified in Slack.
   • If still no response → SDR calls directly or recycles lead.

Metrics to watch: Reschedule rate, time-to-reschedule, win rate of recovered no-shows.

👉 In short: No-Show Recovery ensures you salvage lost demos by instantly rescheduling and nudging prospects until they re-engage.

4. Research the prospect before the sales call.

Goal: Arm SDRs with complete prospect research before calls.

How the agent works:

1. Trigger: A new Calendly booking.
2. Apollo enriches attendee details (role, company, industry).
3. DeepAgent queries Google News for the latest company updates.
4. Top 3 articles are selected.
5. LinkedIn activity (recent posts/updates) is extracted.
6. The most relevant posts are chosen.
7. AI generates a pre-sales dossier with:
   • Firmographics: company, industry, size
   • Demographics: person’s title, role
   • Behavioral: posts, activity, news mentions
8. Final dossier saved in Google Docs, titled with attendee’s name.

Metrics to watch: Research Time Saved, First-Call Conversion Rate.

👉 In short: The Pre-Sales ICP Analyzer does the research for you, giving SDRs instant, actionable intelligence.

5. Effort-free follow up after the sales call.

Goal: Ensure every sales call ends with clarity, follow-up, and CRM updates.

How the agent works:

1. Trigger: A sales call is completed (via Zoom, phone, etc.).
2. DeepAgent analyzes the transcript and creates a structured summary (discussion points, pain areas, objections).
3. Extracts key details: budget, decision-maker, pain points, timeline.
4. Updates Zoho CRM fields automatically.
5. Drafts next steps and creates Zoho tasks (e.g., “Send pricing deck,” “Follow up in 3 days”).
6. Prepares a personalized follow-up email with recap + next steps.
7. SDR can approve/send with one click.
8. Branching:
   • Buying signals → deal stage moves forward.
   • Stalling signals → reminder task for SDR to re-engage.

Metrics to Watch: Task completion, % of calls with notes, conversion rate from call → deal advanced.

👉 In short: After-Call Follow-Up ensures nothing slips through the cracks, every call is logged, and prospects feel heard.

How to Connect GoZen DeepAgent and Zoho CRM?

1. Sign up and click Create Flow.
2. Choose the trigger as Zoho CRM.
3. On the right-hand side, click Create a Connection.
4. Sign in with your Zoho CRM login details.
5. Once connected, you can build automation flows seamlessly.

With GoZen DeepAgent + Zoho CRM, you can automate repetitive sales tasks, keep your pipeline healthy, and let your SDRs focus on what they do best – closing deals.