Connect Zoho to your AI agent

CRM 57 actions available

Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations

We set up the connection using your own Zoho account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Zoho

Each one is a real action the agent can take on its own, the same things a person clicking around Zoho could do. Read-only by default; write actions are confirmed against your policy.

  • Convert Zoho CRM Lead Converts a lead into a contact, account, and optionally a deal in Zoho CRM.
  • 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.
  • 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_…
  • 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…
  • 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…
  • 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 captu…
  • 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 doc…
  • 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.
  • 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 withi…
  • 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 w…
  • 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…
  • 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 th…
  • 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 informatio…
  • 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,…
  • 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 fetc…
  • 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,…
  • 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 spec…
  • 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, us…
  • 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, avoidi…
  • 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 abou…
  • 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…
  • 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, di…
  • 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…
  • 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 reco…
  • 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 speci…
  • 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…
  • 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.
  • 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, approv…
  • 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 represe…
  • 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…
  • 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 act…
  • 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 syn…
  • 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…
  • 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…
  • 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 the…
  • 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, n…
  • 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 dis…
  • 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…
  • 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 a…
  • 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 w…
  • 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 dea…
  • 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 con…
  • 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 l…
  • 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, conten…
  • 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…
  • 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 p…
  • 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 de…
  • 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 re…
  • 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 t…
  • 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 atta…
  • 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 (Wha…
  • 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-specif…
  • 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…
  • 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/Co…
  • 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.
  • 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.
  • 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…
Setup

How we connect it

  1. 1

    Connect your account

    You log in with your own Zoho account. We never see your password, and you can revoke access from Zoho at any time.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Zoho questions, answered.

You sign in with your own Zoho account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from Zoho at any time.
The actions Zoho's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Zoho to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

All product names, logos, and brands are property of their respective owners; used for identification only. ZeroToClaw is not affiliated with or endorsed by Zoho.