Add Tags to Zoho CRM Records
Apply one or more existing tags to up to 500 records in a Zoho CRM module, optionally replacing each record's existing tags.
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Integrate Zoho
with your AI CRM
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
Associate Email with Zoho CRM Record
Add an existing sent or received email to a Zoho CRM record's history.
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Convert Zoho CRM Lead
Converts a lead into a contact, account, and optionally a deal in Zoho CRM.
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Count Zoho CRM Records
Count all records or records matching one filter in a Zoho CRM module.
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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.
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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.
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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.
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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.
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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.
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Create Zoho CRM Automation Task
Create an automation task with typed static, merge, date, or datetime mappings.
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Create Zoho CRM Custom Fields
Create one to five custom fields in a Zoho CRM module.
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Create Zoho CRM Custom View
Create one custom view for a Zoho CRM module.
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Create Zoho CRM Function
Create a Zoho CRM function. Deluge code is optional and auto-published. Java, Node.js, and Python require a ZIP package and remain drafts unless publish_changelog requests publication.
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Create Zoho CRM Record
Creates new records in a specified Zoho CRM module. Bulk operations may partially succeed; an item failure raises an error even when other records were created.
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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.
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Create Zoho CRM Workflow Rule
Create one Zoho CRM workflow rule with typed triggers, criteria, and actions.
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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.
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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.
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Delete Zoho CRM Contact
Deletes a contact from Zoho CRM by its ID, with an optional workflow trigger setting.
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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.
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Delete Zoho CRM Email Draft
Delete one unsent email draft associated with a Zoho CRM record.
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Delete Zoho CRM Event
Move one Zoho CRM Event record to the recycle bin. Omitting wf_trigger uses Zoho's default of true, so workflows and notifications can run.
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Delete Zoho CRM Lead
Move one Zoho CRM Lead record to the recycle bin.
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Delete Zoho CRM Note
Move one Zoho CRM note to the recycle bin.
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Delete Zoho CRM Records
Move up to 100 records from a Zoho CRM module to the recycle bin.
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Delete Zoho CRM Tag
Delete one Zoho CRM tag definition by its tag ID.
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Delete Zoho CRM Workflow Rule
Delete one Zoho CRM workflow rule by its unique ID.
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Download Zoho CRM Record Attachment
Download one attachment from a Zoho CRM record as a file.
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Download Zoho CRM Record Email Attachment
Download one attachment from an email associated with a CRM record.
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Download Zoho CRM Record Photo
Download the binary profile photo attached to a supported CRM record.
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Export Zoho CRM Audit Logs
Export Zoho CRM audit logs and return the completed CSV or ZIP file.
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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.
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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, attachments, and scheduling details; content and summary may be null.
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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 the available primary, IMAP, and organization email addresses configured in the CRM.
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Get Zoho CRM Account
Retrieves a specific Zoho CRM Account record by its unique identifier, with optional field selection. Single-record responses can provide access to subform records, multi-select lookup fields, and multi-user lookup fields.
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Get Zoho CRM Assignment Rule
Retrieve one assignment rule and its module-specific configuration.
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Get Zoho CRM Audit Log Export
Retrieve the status and result metadata for an audit-log export job.
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Get Zoho CRM Automation Task
Retrieve one configured Zoho CRM automation task and its field mappings.
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Get Zoho CRM Blueprint
Retrieve one Zoho CRM blueprint and optional configuration details.
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Get Zoho CRM Blueprint Transition
Retrieve one Zoho CRM blueprint transition and its configuration.
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Get Zoho CRM Contact
Retrieves a single Zoho CRM contact record by ID, optionally selecting fields by their API names. Contact details may include owner information, account associations, address fields, and custom fields.
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Get Zoho CRM Custom Views
List custom views for a Zoho CRM module or inspect one view by ID.
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Get Zoho CRM Deal
Retrieve one Zoho CRM Deal by record ID without a field projection.
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Get Zoho CRM Function
Retrieve metadata for one Zoho CRM function by ID or API name.
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Get Zoho CRM Kiosk States
List a kiosk's states or retrieve one state and its associated elements.
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Get Zoho CRM Layouts
List layouts for a CRM module or retrieve one complete layout definition.
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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.
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Get Zoho CRM Note
Retrieves a single Zoho CRM note by its unique identifier, with a selectable set of fields. The default fields include the note's title, content, parent record reference, owner details, and timestamps.
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Get Zoho CRM Organization Details
Retrieve identity, locale, currency, contact, and license metadata for the connected Zoho CRM organization.
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Get Zoho CRM Pipelines
Retrieve pipeline and stage configuration for a Zoho CRM Deals layout.
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Get Zoho CRM Product
Retrieve one Zoho CRM Product by record ID.
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Get Zoho CRM Profile
Retrieve one Zoho CRM permission profile and its expanded permissions.
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Get Zoho CRM Record
Retrieve one record from a standard or custom Zoho CRM module by ID. Use this generic action for custom modules and standard modules without a dedicated getter. Zoho truncates rich-text fields to 500 characters; use its Rich Text Fields API when full rich-text content is required.
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Get Zoho CRM Record Email
Retrieve one email associated with a Zoho CRM record, including its body.
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Get Zoho CRM Record Emails
Retrieves a page of 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.
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Get Zoho CRM Record Timeline
Retrieve chronological field and related-record history for a Zoho CRM record.
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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.
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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.
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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 and up to Zoho's token-pagination limit with page_token).
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Get Zoho CRM Task
Retrieves a specific Zoho CRM task by its unique record ID, with an optional selection of fields. The returned record may include standard and custom fields, subforms, and multi-user lookup fields.
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Get Zoho CRM User
Retrieves a Zoho CRM user by ID, including name, email, role, profile, status, and preferences. Use 'me' as user_id to retrieve the currently authenticated user through Zoho's CurrentUser listing; concrete user IDs are retrieved through the individual-user endpoint.
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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.
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Get Zoho CRM Webform
Retrieve one configured Zoho CRM webform by ID.
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Get Zoho CRM Workflow Rule
Retrieve one Zoho CRM workflow rule and its complete configuration.
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Get Zoho Event
Retrieves a specific Zoho CRM event or meeting by its unique identifier, optionally selecting fields. Use it to fetch event details such as timing, location, participants, and related records.
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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.
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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.
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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.
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List Zoho CRM Access Settings
List roles or permission profiles configured in Zoho CRM.
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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.
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List Zoho CRM Cadences
List Zoho CRM cadence definitions using optional filters.
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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.
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List Zoho CRM Connected Workflow Rules
List trigger conditions for a module's rules in a connected workflow.
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List Zoho CRM Events
Lists Zoho CRM Events (displayed as Meetings in the UI), with pagination and filtering. Page-based pagination is limited to the first 2,000 records; use the previous response's info.next_page_token for token-based pagination beyond that limit.
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List Zoho CRM Functions
List configured Zoho CRM functions and their metadata.
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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.
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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.
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List Zoho CRM Notes
Retrieves one paginated list of notes across all Zoho CRM modules, with fields selected by the caller; notes are returned in chronological order (oldest first by default). Zoho restricts this organization-wide GET /Notes endpoint to users with an admin profile.
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List Zoho CRM Tags
List the tags available for a Zoho CRM module.
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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 page of 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.
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List Zoho CRM Variables
List Zoho CRM configuration variables and their current values.
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List Zoho CRM Workflow Rules
List and filter workflow rules configured in Zoho CRM.
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Merge Zoho CRM Leads
Merge duplicate leads into a retained master lead and delete the child leads.
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Query Zoho CRM Records with COQL
Query Zoho CRM records across modules with a COQL SELECT statement. Requires the ZohoCRM.coql.READ scope, which is not in the default scopes; the connection must grant it explicitly.
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Search Deals in Zoho CRM
Search for Deal records in Zoho CRM using server-side queries. Returns a paginated page of matching deals, up to the API's 2,000-record search limit.
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Search Events
Search for Events in Zoho CRM using server-side queries. Returns a paginated page of events matching field criteria or keyword, up to the API's 2,000-record search limit.
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Search Leads
Search for lead records in Zoho CRM using server-side queries. Returns a paginated page of matching leads, up to the API's 2,000-record search limit.
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Search Notes
Search for notes in Zoho CRM using server-side queries. Returns a paginated page of matching notes, up to the API's 2,000-record search limit.
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Search Zoho CRM Accounts
Search for Account records within Zoho CRM using server-side queries. Returns a paginated page of accounts matching the specified criteria, phone, or keyword, up to the API's 2,000-record search limit.
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Search Zoho CRM Calls
Search for Call records in Zoho CRM using server-side queries. Returns calls matching the specified criteria or keyword. Use this action to retrieve a paginated page of matching Call records, up to the API's 2,000-record search limit.
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Search Zoho CRM Contacts
Search for contacts in Zoho CRM using server-side queries by criteria, email, phone, or keyword. Use this action to find specific contacts instead of listing all contacts.
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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. Results are paginated at up to 200 records per page and limited to 2,000 records per search.
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Search Zoho CRM Tasks
Search for tasks in Zoho CRM using flexible criteria. Returns a paginated page of matching tasks, up to the API's 2,000-record search limit.
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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.
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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.
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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.
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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.
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Update Zoho CRM Custom Fields
Update custom-field definitions; some changes can alter existing record values.
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Update Zoho CRM Custom View
Update the configuration of one Zoho CRM custom view.
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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.
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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.
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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.
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Update Zoho CRM Function
Update a Zoho CRM function's metadata, implementation, or publication.
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Update Zoho CRM Layout
Update a custom layout's metadata, profile access, sections, or fields.
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Update Zoho CRM Note
Updates an existing Zoho CRM note by ID, including its title, content, or portal-user sharing setting.
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Update Zoho CRM Record
Updates up to 100 existing records in a specified Zoho CRM module using field API names and an ID for each record. A batch can partially succeed even when the tool reports an error.
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Update Zoho CRM User
Update a Zoho CRM user's name, email, contact details, locale, time preferences, role, profile, or status by ID.
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Update Zoho CRM Webform
Replace one Zoho CRM webform configuration using the V8 path-ID route.
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Update Zoho CRM Workflow Rule
Update a Zoho CRM workflow rule's name, description, or activation status by ID.
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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.
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Upload Zoho CRM Record Photo
Set or replace the photo on a supported Zoho CRM record.
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Upsert Zoho CRM Records
Insert or update up to 100 records using Zoho CRM duplicate matching.
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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.
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How the Zoho integration works
The Zoho integration connects your Dench AI CRM directly to Zoho, so agents can read and act on your Zoho data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
113 actions are available for agents to invoke on your behalf. Every call runs through Zoho's own authorization, scoped to the account you connect.
Set up Zoho in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Zoho and click Connect — you'll authorize access through Zoho's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Zoho in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Zoho integration work with Dench?
The Dench Zoho integration connects your AI CRM to Zoho, so AI agents can work with your Zoho data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Zoho via Dench?
The Zoho integration currently exposes 113 actions, including Add Tags to Zoho CRM Records, Associate Email with Zoho CRM Record, Convert Zoho CRM Lead, Count Zoho CRM Records, Create Contact in Zoho CRM, and Create Deal in Zoho CRM. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Zoho to Dench?
No. You connect Zoho from your Dench workspace using Zoho's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Zoho integration secure?
Connections are authorized through Zoho's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Zoho connection from your workspace settings at any time.