Convert Zoho CRM Lead
Converts a lead into a contact, account, and optionally a deal in Zoho CRM.
ActionTry it
Integrate Zoho
with your AI workspace
Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations
Explore Triggers and Actions
Create Contact in Zoho CRM
Creates a new contact record in Zoho CRM. Use this action when you need to add a new contact to the CRM system. The Last_Name field is mandatory and must be provided with a non-empty value.
ActionTry it
Create Deal in Zoho CRM
Creates a new deal in Zoho CRM representing a sales opportunity with deal name, stage, amount, and closing date. Use this action when you need to create a sales deal or opportunity in Zoho CRM. Required fields are Deal_Name and Stage; all other fields are optional. The deal will be assigned to the authenticated user unless an Owner is explicitly specified.
ActionTry it
Create Email Draft in Zoho CRM
Creates email drafts for a specific record in Zoho CRM. Email drafts are saved but not sent, allowing for review and editing before sending. Use this action when you need to prepare email communications associated with CRM records (Leads, Contacts, Deals, etc.) that will be reviewed and sent later. The draft will be visible in the record's timeline and can be edited or sent through the Zoho CRM interface.
ActionTry it
Create Lead in Zoho CRM
Creates a new lead record in Zoho CRM with the specified details. The only mandatory field is Last_Name - all other fields are optional. Use this action when you need to add a new lead to Zoho CRM, typically after capturing lead information from a web form, email, or other lead generation source. The action returns the newly created lead ID and metadata including creation timestamps and user information.
ActionTry it
Create Note in Zoho CRM
Creates a new note attached to a specific record in Zoho CRM. Notes are text annotations that can be added to any standard or custom module record. Use this action when you need to add notes, comments, or text-based documentation to a record in Zoho CRM. The note will be visible in the record's Notes related list.
ActionTry it
Create Zoho CRM Record
Creates new records in a specified module in Zoho CRM. Bulk operations may partially succeed — inspect each item's status field in the response, as some records may be created while others fail.
ActionTry it
Create Zoho CRM Tag
Creates a new tag in Zoho CRM for a specific module. Tags help organize and categorize CRM records. Each module can have up to 100 tags, and each record can have up to 10 tags assigned. Tags must have unique names within a module and can be assigned custom colors from a predefined palette. Creating a tag does not apply it to any records; use separate update actions to assign the tag to records. Use this action to create standardized tags for lead scoring, deal stages, customer segments, or any custom categorization needs in your CRM workflow.
ActionTry it
Create Zoho Event
Creates a new Event record in Zoho CRM. Events represent scheduled activities like meetings, calls, or appointments. Use this action when you need to schedule a new event or meeting in the CRM system. All events require an event title, start time, and end time at minimum.
ActionTry it
Delete Zoho Account
Deletes an existing account record from Zoho CRM. This action permanently removes the account and cannot be undone through the API. Use this action when you need to remove an account record that is no longer needed or was created in error. This action is irreversible — the account cannot be recovered once deleted.
ActionTry it
Delete Zoho CRM Contact
Deletes a contact from Zoho CRM. This action is irreversible — the contact cannot be recovered once deleted. Use this action when you need to permanently remove a contact record from the CRM. All associated subforms and related data are automatically deleted.
ActionTry it
Delete Zoho CRM Deal
Deletes a deal record from Zoho CRM. This action is irreversible — once deleted, the deal cannot be recovered. Use this action when you need to permanently remove a deal from the CRM system. The deal will be moved to the recycle bin initially and can be restored from there within the configured retention period (typically 60 days), after which permanent deletion occurs automatically.
ActionTry it
Get Call
Retrieves a specific Call record by its unique identifier from Zoho CRM. Use this action when you need to fetch detailed information about a particular call, including its subject, duration, type, participants, outcome, and associated contacts or deals. This action is read-only and does not modify any data.
ActionTry it
Get Email Drafts for Zoho CRM Record
Retrieves email drafts associated with a specific record in Zoho CRM. Use this action when you need to view unsent email drafts that have been composed for a CRM record. This returns draft metadata including recipients, subject, content, attachments, and scheduling details.
ActionTry it
Get From Addresses
Retrieves the list of from addresses configured for email operations in Zoho CRM. Use this action when you need to get available email addresses for sending emails or configuring email settings. Returns organization, user, alias, and chat email addresses configured in the CRM.
ActionTry it
Get Zoho CRM Account
Retrieves a specific Account record from Zoho CRM by its unique identifier. Returns complete account details including all standard and custom fields. Use this action when you need to fetch a single account's information by its ID rather than searching or listing multiple accounts. Unlike bulk record retrieval, this action provides access to subform records, multi-select lookup fields, and multi-user lookup fields that are only available in single-record responses.
ActionTry it
Get Zoho CRM Contact
Retrieves a single contact record by ID from Zoho CRM. Returns the complete contact details including owner information, account associations, address fields, and all custom fields. Use this action when you need to fetch detailed information about a specific contact using its record ID.
ActionTry it
Get Zoho CRM Module Fields Metadata
Retrieves field metadata for a Zoho CRM module including API names, data types, permissions, and configuration details. Use this tool to discover correct field names and types before creating or updating records, avoiding INVALID_DATA errors. Returns information about standard fields, custom fields, lookup fields, picklist options, and field-level permissions.
ActionTry it
Get Zoho CRM Note
Retrieves a single note by its unique identifier from Zoho CRM. Returns the note's title, content, parent record reference, owner details, and timestamps. Use this action when you need to fetch detailed information about a specific note, such as reading meeting notes, viewing customer interaction summaries, or accessing documentation attached to a CRM record.
ActionTry it
Get Zoho CRM Record Emails
Retrieves all emails associated with a specific record in Zoho CRM. Use this action when you need to fetch email history for a lead, contact, account, deal, or other CRM record. The response includes email metadata such as subject, sender, recipients, timestamps, and status information. Supports pagination for records with large email volumes.
ActionTry it
Get Zoho CRM Records
Retrieves records from a specified module in Zoho CRM. Notes: - Discrete (page/per_page) pagination is limited to the first 2,000 records. To retrieve records beyond this, use token-based pagination via page_token from the previous response's info.next_page_token. - Do not use page together with page_token. - You cannot use cvid together with sort_by.
ActionTry it
Get Zoho CRM Related Lists Metadata
Retrieves related list metadata for a Zoho CRM module to discover correct api_name values. Use this before updating related records to avoid INVALID_DATA errors from incorrect related_list_api_name. Returns api_name, display_label, href, and other details for each related list available in the module.
ActionTry it
Get Zoho CRM Related Records
Fetch related-list records (e.g., Notes, Attachments, Emails) for a Zoho CRM parent record using related_list_api_name. Use ZOHO_GET_RELATED_LISTS first to discover the correct api_name for the related list you want to access. Supports pagination for large result sets (up to 2,000 records with page/per_page, unlimited with page_token).
ActionTry it
Get Zoho CRM Task
Retrieves a specific task record by its ID from Zoho CRM. Returns complete task data including all standard and custom fields, subforms, and multi-user lookup fields that are only available when fetching individual records. Use this action when you need to fetch detailed information about a single task using its unique record ID.
ActionTry it
Get Zoho CRM User
Retrieves a specific user from Zoho CRM by their user ID. Returns detailed user information including name, email, role, profile, status, and preferences. Use this action when you need to fetch information about a specific user by ID, or use 'me' as the user_id to get the currently authenticated user's details.
ActionTry it
Get Zoho CRM Users
Tool to retrieve users from Zoho CRM. Use when you need to fetch user information such as IDs, names, emails, roles, or status for setting Owner fields or performing user-related operations in CRM workflows.
ActionTry it
Get Zoho Event
Retrieves a specific event record from Zoho CRM by its unique identifier. Returns complete event details including all standard and custom fields. Use this action when you need to fetch detailed information about a specific event/meeting, including participants, location, timing, and related records. The response includes subform data and multi-select lookup values that are not available in list queries.
ActionTry it
List Attachments for Zoho CRM Record
Tool to list attachment metadata (id, File_Name, Size, Created_Time, etc.) for a specific Zoho CRM record. Use when you need to identify attachments before downloading them via other means. This returns metadata only, not the actual file content.
ActionTry it
List Contacts
Retrieves contact records from Zoho CRM with support for pagination, filtering, and sorting. Use this action when you need to fetch a list of contacts from Zoho CRM. This is a specialized action focused on the Contacts module with contact-specific field defaults and optimizations. For retrieving records from other modules, use the generic get_records action instead.
ActionTry it
List Deals
Retrieves a list of deals from Zoho CRM with support for filtering, sorting, and pagination. Use this action when you need to fetch deal records from Zoho CRM, whether all deals or filtered by specific criteria. The action supports both discrete pagination (page/per_page) for the first 2,000 deals and token-based pagination for larger datasets.
ActionTry it
List Zoho CRM Accounts
Retrieves a list of account records from Zoho CRM with pagination and filtering support. Use this action when you need to fetch multiple account records from the Accounts module, optionally filtered by territory, approval status, or custom views. Supports both discrete pagination (first 2,000 records) and token-based pagination for larger datasets.
ActionTry it
List Zoho CRM Calls
Retrieves Call activity records from Zoho CRM with pagination support. Use this action when you need to list calls logged in the CRM, filter by custom views, or retrieve specific Call records by ID. Call records represent phone call activities associated with Contacts, Leads, or other CRM records.
ActionTry it
List Zoho CRM Events
Lists events (meetings) from Zoho CRM with pagination and filtering support. Use this action when you need to retrieve scheduled events, meetings, or appointments from Zoho CRM for calendar management, reporting, or synchronization purposes. Note: In Zoho CRM UI, Events are displayed as 'Meetings'. Discrete pagination (page/per_page) is limited to the first 2,000 records. To retrieve events beyond this limit, use token-based pagination via page_token from the previous response's info.next_page_token.
ActionTry it
List Zoho CRM Leads
Retrieves lead records from Zoho CRM's Leads module with pagination support. Use this action when you need to list, filter, or paginate through leads in the CRM. Supports both discrete pagination (up to 2,000 leads) and token-based pagination for larger datasets.
ActionTry it
List Zoho CRM Modules
Lists all available Zoho CRM modules (standard + custom) to reliably select module API names/IDs for operations. Use this tool before calling other module-specific operations to ensure correct module_api_name selection and avoid INVALID_MODULE errors. Particularly useful for discovering custom modules and their exact API names.
ActionTry it
List Zoho CRM Notes
Retrieves a list of notes from Zoho CRM across all modules. Notes are returned in chronological order (oldest first by default). Use this action when you need to view all notes in the CRM, regardless of which record they're attached to. Each note includes its title, content, creator, timestamps, and parent record reference.
ActionTry it
List Zoho CRM Tasks
Retrieves tasks from the Tasks module in Zoho CRM with support for filtering, pagination, and sorting. Use this action when you need to fetch a list of tasks, either all tasks or specific tasks by IDs. Supports both discrete pagination (up to 2,000 tasks) and token-based pagination for larger datasets. Notes: - Discrete (page/per_page) pagination is limited to the first 2,000 tasks. To retrieve tasks beyond this, use token-based pagination via page_token from the previous response's info.next_page_token. - Do not use page together with page_token. - You cannot use cvid together with sort_by.
ActionTry it
Search Deals in Zoho CRM
Search for Deal records in Zoho CRM using server-side queries. Supports searching by criteria (field conditions), email, phone, or keyword. Use this action when you need to find specific deals instead of listing all deals, as it performs efficient server-side filtering and avoids pagination limits.
ActionTry it
Search Events
Search for Events in Zoho CRM using server-side queries. Supports searching by field criteria, email, phone, or keyword. Use this action when you need to find specific events (meetings, appointments, calls) based on conditions like date range, title, location, or participants, rather than listing all events. This performs efficient server-side filtering and avoids pagination limits of the list endpoint.
ActionTry it
Search Leads
Search for lead records in Zoho CRM using server-side queries. Use this action when you need to find specific leads by criteria (field conditions), email address, phone number, or keyword search instead of listing all leads. This performs efficient server-side filtering and avoids pagination limits.
ActionTry it
Search Notes
Search for notes in Zoho CRM using server-side queries. Allows searching notes by criteria (field conditions), keyword, email, or phone number. Use this action when you need to find specific notes based on title, content, creation date, parent record, or other note attributes, rather than listing all notes. This performs efficient server-side filtering and avoids pagination limits.
ActionTry it
Search Zoho CRM Accounts
Search for Account records within Zoho CRM using server-side queries. Returns accounts matching the specified criteria, email, phone, or keyword. Use this action when you need to find specific account records by search parameters instead of listing all accounts. This avoids pagination limits and performs efficient server-side filtering on the Accounts module.
ActionTry it
Search Zoho CRM Calls
Search for Call records in Zoho CRM using server-side queries. Returns calls matching the specified criteria, email, phone, or keyword. Use this action when you need to find specific Call records instead of retrieving all calls, as it avoids pagination limits and performs efficient server-side filtering.
ActionTry it
Search Zoho CRM Contacts
Search for contacts in Zoho CRM using server-side queries by criteria, email, phone, or keyword. This action performs efficient server-side filtering in the Contacts module, avoiding pagination limits. Use this action when you need to find specific contacts instead of listing all contacts.
ActionTry it
Search Zoho CRM Records
Search for records within a Zoho CRM module using server-side queries. Use when you need to find specific records by criteria, email, phone, or keyword instead of listing all records. This avoids pagination limits and performs efficient server-side filtering.
ActionTry it
Search Zoho CRM Tasks
Search for tasks in Zoho CRM using flexible criteria including subject, status, priority, or due date. Use this action when you need to find specific task records by criteria, email, phone, or keyword instead of listing all tasks. This avoids pagination limits and performs efficient server-side filtering on the Tasks module.
ActionTry it
Update Lead
Updates existing lead records in Zoho CRM. Supports updating up to 100 leads per API call. Use this action when you need to modify lead information such as contact details, lead status, lead source, or other lead-specific fields. Use field API names (not display names) for all field updates. The 'id' field is mandatory for each lead.
ActionTry it
Update Related Records in Zoho CRM
Associates or updates relationships between records across different modules in Zoho CRM. This action creates or modifies relationships between a parent record and related records. Common use cases: - Associate Leads/Contacts with Campaigns (with member status) - Link Products to Deals/Quotes/Accounts - Connect Contacts to Accounts - Associate Services with Appointments Use ZOHO_GET_RELATED_LISTS to discover valid related_list_api_name values for your module. Maximum 100 related records can be updated per API call. If module_api_name, record_id, related_list_api_name, or child record IDs in data do not match Zoho CRM's related-list configuration exactly, associations may silently succeed (no error returned) but the relationship will not be created.
ActionTry it
Update Zoho CRM Account
Updates an existing Account record in Zoho CRM with the specified field values. Only the fields provided in the request will be updated; other fields remain unchanged. Use this action when you need to modify specific details of an existing account, such as contact information, address, ownership, or business details. All field updates use API field names (not display labels), and lookup fields require properly formatted dictionaries with 'id' keys.
ActionTry it
Update Zoho CRM Call
Updates existing call records in the Calls module in Zoho CRM. Supports updating up to 100 call records per API call. Use this action when you need to modify call details such as call duration, call type, subject, or related contacts/leads. Use field API names (not display names) for all field updates. The 'id' field is mandatory for each call record. Note: For Inbound or Outbound calls, the Call_Duration must be non-zero or the API will return a DEPENDENT_MISMATCH error.
ActionTry it
Update Zoho CRM Deal
Updates an existing deal in Zoho CRM. Use this action when you need to modify specific fields of a deal record, such as updating the deal amount, stage, closing date, or associated account. Only the fields included in the data parameter will be modified; other fields remain unchanged. Use when you have a specific deal ID and want to update one or more fields without affecting others.
ActionTry it
Update Zoho CRM Email Draft
Updates an existing email draft associated with a record in Zoho CRM. Requires the draft ID, sender address, and text format. Use this action when you need to modify the recipients, subject, content, scheduling, or attachments of an existing email draft before sending. Supports updating up to 100 email drafts per API call. Schedule times must be in the future.
ActionTry it
Update Zoho CRM Event
Updates existing events in Zoho CRM. Supports updating up to 100 events per API call. Use this action when you need to modify event details such as title, start/end times, location, participants, or related records (What_Id/Who_Id). The 'id' field is mandatory for each event, and only specified fields will be updated.
ActionTry it
Update Zoho CRM Note
Updates an existing note in Zoho CRM. Only the Note_Title and Note_Content fields can be modified. Read-only fields (Owner, Modified_Time, Created_Time, Modified_By, Created_By) cannot be updated and will be ignored if provided. Use this action when you need to modify the title or content of an existing note attached to any CRM record.
ActionTry it
Update Zoho CRM Record
Updates existing records in a specified module in Zoho CRM. Supports updating up to 100 records per API call. Use field API names (not display names) for all field updates. The 'id' field is mandatory for each record.
ActionTry it
Upload Attachment to Zoho CRM Record
Tool to upload a file as an Attachment to a specific Zoho CRM record. Use when you need to store files (PDFs, documents, images) in a record's Attachments section.
ActionTry it
Validate Zoho CRM Credentials
Validates Zoho CRM credentials by retrieving current user information. Returns user details if credentials are valid. Use this action when you need to verify that API credentials are working correctly before performing other operations. This is a read-only operation that confirms authentication without modifying any data.
ActionTry it