How does ZUUZ write back to my CRM?
ZUUZ connects via API to Zoho CRM, Salesforce, or HubSpot and writes structured updates — lead records, stage changes, risk flags, next steps — based on signals read from email, Slack, Teams, and documents.
Is ZUUZ write-back bi-directional?
Yes. ZUUZ reads from your CRM to enrich its signal processing (account history, existing deals, ownership), and writes back updates (stage changes, risk flags, activity logs) in both directions.
What if a rep manually updates CRM — does ZUUZ overwrite it?
No. ZUUZ respects manual rep entries. Human decisions take precedence. ZUUZ adds to the record rather than overwriting manual updates, and the audit trail shows both sources.
Does ZUUZ work with custom CRM fields?
Yes. Custom field mapping is configured during implementation to match your CRM schema. Enterprise customers can request custom writeback rules for non-standard field structures.
What is the audit trail and where does it live?
The audit trail is a log of every ZUUZ action on every CRM record — what changed, when, what signal triggered it, and whether it was human-approved or automated. It lives directly in your CRM record.
