How we automated Zoho CRM follow-ups for ScaleUp without replacing their stack
ScaleUp runs follow-ups out of Zoho CRM. We layered an AI agent on top that pulls full contact context, researches the company, and drafts the email or LinkedIn message. Then it waits for a human to approve before anything sends.
ScaleUp - · Drafted, not sent
- · No rip-and-replace
- · Email and LinkedIn
The brief
ScaleUp didn't want a new CRM or a black-box autoresponder. They wanted their reps to keep control of Zoho while losing the slow part (writing a personalised, well-researched follow-up for every contact). The constraint: nothing leaves without a human looking at it.
How the agent works
- 01 Zoho trigger A cadence/workflow task fires a webhook
- 02 Fetch context Contact, account, notes, deal + email history
- 03 Research Company identity, recent news, public profile
- 04 Draft Email or LinkedIn copy, in ScaleUp's voice
- 05 Human approves Card in Google Chat: review, edit, send
- 06 Sync back Account/contact updated in Zoho
Built Cloudflare-native: a Worker takes the webhook, a queue does the slow research + drafting so Zoho gets an instant response.
Why the drafts land
- Same body for everyone
- No memory of the last touch
- Generic “just checking in”
- Reps still rewrite it
- Pulls real CRM + email history
- Knows the company and recent news
- Right channel: email or LinkedIn
- Rep edits, not writes
The decisions that made it safe
Drafted, not sent
The agent only ever prepares a draft. A teammate approves it from a Google Chat card with a one-click compose link.
No rip-and-replace
Zoho stays the source of truth. The agent reads and writes through the Zoho API. The team's workflow is untouched.
Email and LinkedIn
If a contact's email domain looks stale, the card flips to copy-ready LinkedIn content and explains why.
Idempotent by design
Each task is de-duplicated, so retries never double-send and cadence steps stay clean.
Stack
Deven quickly understood our Zoho CRM and follow-up workflow, then built a secure, practical automation that gives our team useful context without adding operational noise.
Frequently asked
No. Zoho stays your system of record. The agent reads context from Zoho and writes drafts/updates back through the API, so your team keeps working exactly where they already do.
Only if you want it to. ScaleUp runs it fully human-in-the-loop: the agent drafts, a person approves and sends. We also support hybrid and fully-automated modes per stage.
Zia and templates work from merge tags. This agent pulls real CRM history plus live company research and writes a specific message. Closer to a junior rep than a mail-merge.
Run follow-ups out of a CRM?
We'll map your cadence and show you exactly where an AI agent saves time without changing your stack.
Book a Discovery Call