Zoho CRM

AI-powered Zoho CRM syncing and personalized customer automation

Description

AI-powered Zoho CRM syncing and personalized customer automation. Use this integration to manage contacts, leads, accounts, deals, tasks, and notes in Zoho CRM.

Authentication

• OAuth 2.0 or Zoho CRM Access Token.

Available Actions

• Upsert leads by email
• Create/update/get/delete contacts
• List/search contacts
• Create/update/get/delete leads
• Search leads by email
• Create/update/get/delete accounts
• Create/update/get/delete deals
• List deals
• Create/update tasks
• Add/list/delete notes
• COQL queries
• Generic list records

Examples

Example 1: Zoho CRM - Upsert Lead by Email

Create or update a Lead by email with fields.

{
  "automationType": "zoho",
  "nodeId": "zoho-upsert-lead-001",
  "nodeParams": {
    "action": "upsert_lead_by_email",
    "params": {
      "email": "[e-mail]",
      "fields": {
        "Last_Name": "Doe",
        "Company": "Acme"
      }
    }
  }
}

Example 2: Zoho CRM - Find Contact by Email

Search Contacts by exact email.

{
  "automationType": "zoho",
  "nodeId": "zoho-find-contact-001",
  "nodeParams": {
    "action": "find_contact_by_email",
    "params": {
      "email": "[e-mail]"
    }
  }
}

Example 3: Zoho CRM - Create Contact

Create a new Contact record.

{
  "automationType": "zoho",
  "nodeId": "zoho-create-contact-001",
  "nodeParams": {
    "action": "create_contact",
    "params": {
      "fields": {
        "Last_Name": "Doe",
        "First_Name": "Jane",
        "Email": "[e-mail]"
      }
    }
  }
}

Example 4: Zoho CRM - Update Contact

Update contact fields.

{
  "automationType": "zoho",
  "nodeId": "zoho-update-contact-001",
  "nodeParams": {
    "action": "update_contact",
    "params": {
      "id": "3807496000001234567",
      "fields": {
        "Phone": "[phone]"
      }
    }
  }
}

Example 5: Zoho CRM - Get Contact

Retrieve contact by Id.

{
  "automationType": "zoho",
  "nodeId": "zoho-get-contact-001",
  "nodeParams": {
    "action": "get_contact",
    "params": {
      "id": "3807496000001234567"
    }
  }
}

Example 6: Zoho CRM - Delete Contact

Delete contact by Id.

{
  "automationType": "zoho",
  "nodeId": "zoho-delete-contact-001",
  "nodeParams": {
    "action": "delete_contact",
    "params": {
      "id": "3807496000001234567"
    }
  }
}

Example 7: Zoho CRM - List Contacts

List contacts with pagination.

{
  "automationType": "zoho",
  "nodeId": "zoho-list-contacts-001",
  "nodeParams": {
    "action": "list_contacts",
    "params": {
      "page": 1,
      "perPage": 10
    }
  }
}

Example 8: Zoho CRM - Search Contact by Phone

Search Contacts by phone.

{
  "automationType": "zoho",
  "nodeId": "zoho-search-contact-phone-001",
  "nodeParams": {
    "action": "search_contact_by_phone",
    "params": {
      "phone": "[phone]"
    }
  }
}

Example 9: Zoho CRM - Create Lead

Create a Lead.

{
  "automationType": "zoho",
  "nodeId": "zoho-create-lead-001",
  "nodeParams": {
    "action": "create_lead",
    "params": {
      "fields": {
        "Last_Name": "Doe",
        "Company": "Acme",
        "Email": "[e-mail]"
      }
    }
  }
}

Example 10: Zoho CRM - Update Lead

Update a Lead by Id.

{
  "automationType": "zoho",
  "nodeId": "zoho-update-lead-001",
  "nodeParams": {
    "action": "update_lead",
    "params": {
      "id": "3807496000002222222",
      "fields": {
        "Phone": "[phone]"
      }
    }
  }
}

Example 11: Zoho CRM - Search Lead by Email

Search Leads by email.

{
  "automationType": "zoho",
  "nodeId": "zoho-search-lead-email-001",
  "nodeParams": {
    "action": "search_lead_by_email",
    "params": {
      "email": "[e-mail]"
    }
  }
}

Example 12: Zoho CRM - Create Account

Create an Account.

{
  "automationType": "zoho",
  "nodeId": "zoho-create-account-001",
  "nodeParams": {
    "action": "create_account",
    "params": {
      "fields": {
        "Account_Name": "Acme Corporation",
        "Website": "https://acme.com"
      }
    }
  }
}

Example 13: Zoho CRM - Update Account

Update an Account.

{
  "automationType": "zoho",
  "nodeId": "zoho-update-account-001",
  "nodeParams": {
    "action": "update_account",
    "params": {
      "id": "3807496000003333333",
      "fields": {
        "Phone": "[phone]"
      }
    }
  }
}

Example 14: Zoho CRM - Create Deal

Create a Deal (Potential) record.

{
  "automationType": "zoho",
  "nodeId": "zoho-create-deal-001",
  "nodeParams": {
    "action": "create_deal",
    "params": {
      "fields": {
        "Deal_Name": "API Demo Deal",
        "Stage": "Qualification",
        "Amount": 1200
      }
    }
  }
}

Example 15: Zoho CRM - Update Deal

Update a Deal.

{
  "automationType": "zoho",
  "nodeId": "zoho-update-deal-001",
  "nodeParams": {
    "action": "update_deal",
    "params": {
      "id": "3807496000004444444",
      "fields": {
        "Amount": 1250
      }
    }
  }
}

Example 16: Zoho CRM - List Deals

List deals with pagination.

{
  "automationType": "zoho",
  "nodeId": "zoho-list-deals-001",
  "nodeParams": {
    "action": "list_deals",
    "params": {
      "page": 1,
      "perPage": 10
    }
  }
}

Example 17: Zoho CRM - Get Deal

Get deal by Id.

{
  "automationType": "zoho",
  "nodeId": "zoho-get-deal-001",
  "nodeParams": {
    "action": "get_deal",
    "params": {
      "id": "3807496000004444444"
    }
  }
}

Example 18: Zoho CRM - Delete Deal

Delete deal by Id.

{
  "automationType": "zoho",
  "nodeId": "zoho-delete-deal-001",
  "nodeParams": {
    "action": "delete_deal",
    "params": {
      "id": "3807496000004444444"
    }
  }
}

Example 19: Zoho CRM - Create Task

Create a Task record with Subject.

{
  "automationType": "zoho",
  "nodeId": "zoho-create-task-001",
  "nodeParams": {
    "action": "create_task",
    "params": {
      "subject": "Follow up",
      "What_Id": "3807496000004444444",
      "Due_Date": "2025-10-31",
      "fields": {
        "Priority": "High"
      }
    }
  }
}

Example 20: Zoho CRM - Update Task

Update an existing Task by id.

{
  "automationType": "zoho",
  "nodeId": "zoho-update-task-001",
  "nodeParams": {
    "action": "update_task",
    "params": {
      "id": "3807496000002222222",
      "fields": {
        "Status": "Completed"
      }
    }
  }
}

Example 21: Zoho CRM - Add Note

Create a Note associated to a parent record.

{
  "automationType": "zoho",
  "nodeId": "zoho-add-note-001",
  "nodeParams": {
    "action": "add_note",
    "params": {
      "parentId": "3807496000001234567",
      "seModule": "Contacts",
      "noteTitle": "Call Notes",
      "noteContent": "Spoke with customer."
    }
  }
}

Example 22: Zoho CRM - List Notes

List Notes with pagination.

{
  "automationType": "zoho",
  "nodeId": "zoho-list-notes-001",
  "nodeParams": {
    "action": "list_notes",
    "params": {
      "page": 1,
      "perPage": 10
    }
  }
}

Example 23: Zoho CRM - Delete Note

Delete a Note by Id.

{
  "automationType": "zoho",
  "nodeId": "zoho-delete-note-001",
  "nodeParams": {
    "action": "delete_note",
    "params": {
      "id": "3807496000005555555"
    }
  }
}

Example 24: Zoho CRM - List Records

List records from a CRM module with basic pagination.

{
  "automationType": "zoho",
  "nodeId": "zoho-list-001",
  "nodeParams": {
    "action": "list",
    "params": {
      "module": "Contacts",
      "page": 1,
      "perPage": 10
    }
  }
}

Example 25: Zoho CRM - COQL Query

Execute a COQL select_query.

{
  "automationType": "zoho",
  "nodeId": "zoho-coql-001",
  "nodeParams": {
    "action": "coql_query",
    "params": {
      "query": "select Last_Name, Email from Contacts where Email is not null limit 5"
    }
  }
}

Third-Party Documentation

• https://www.zoho.com/crm/developer/docs/api/v2/
• https://www.zoho.com/crm/developer/docs/api/v2/coql-overview.html