Zoho CRM | AI Agent Tools

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About Zoho CRM

Zoho CRM enables businesses to manage customer interactions, automate sales and marketing workflows, and gain actionable insights through analytics and reporting. It supports multichannel communication, allowing teams to engage with customers via email, phone, and social media directly from the platform. The system is highly customizable, offering modules and fields tailored to specific business needs, and integrates with a wide range of third-party applications. Advanced automation features help reduce manual tasks, improve process efficiency, and ensure data security and compliance. With mobile accessibility and robust customer support, Zoho CRM empowers teams to work efficiently from anywhere while maintaining strong customer relationships.

Available Actions

These are the specific actions that AI agents can perform with this tool

Create Custom Module

5 inputs

Create a new custom module in Zoho CRM

Inputs

plural_label

Represents the unique plural name of the module

singular_label

Represents the unique singular name of the module

profiles

Specify the profiles that should have access to the module

api_name

Represents the unique API name of the module

display_field

Contains details of the display field, such as field_label and data_type

Create Custom Module

5 inputs

Create a new custom module in Zoho CRM with specified labels and display field.

Inputs

plural_label

Unique plural name of the module. Max 25 characters, allowing letters, numbers and spaces.

singular_label

Unique singular name of the module. Max 25 characters, allowing letters, numbers and spaces.

profiles

List of profiles that should have access to the module. At least one profile is mandatory.

api_name

Unique API name of the module. Max 50 characters, starting with an English alphabet, allowing alphabets, numbers, spaces, and underscore.

display_field

Details of the display field of the module. Specify either field_label and data_type for text or autonumber fields.

Delete Module

3 inputs

Delete specified modules in the CRM by their unique IDs.

Inputs

module_api_name

API name of the module to delete records from, e.g., Leads, Accounts.

ids

Comma-separated list of unique IDs of records to delete.

wf_trigger

Boolean to trigger workflow rules on deletion, default is true.

Delete Module

3 inputs

Delete a module by specifying the module API name and record IDs, with optional workflow trigger control

Inputs

module_api_name

The API name of the module from which the records should be deleted

ids

Unique ID(s) of the record(s) to delete; maximum of 100

wf_trigger

Indicates if workflow rules should be triggered upon deletion

Get List of Modules

1 input

Retrieve the list of modules available in Zoho CRM.

Inputs

status

Specifies the type of modules to retrieve (e.g., user_hidden, system_hidden, scheduled_for_deletion, visible).

Get List of Modules

1 input

Retrieve the list of all available modules in your Zoho CRM account.

Inputs

status

The status parameter can be used to retrieve specific types of modules. Possible values: user_hidden, system_hidden, scheduled_for_deletion, visible.

Get Module by ID

1 input

Get details of a module by its unique ID

Inputs

Represents the unique ID of the module to be retrieved.

Get Module by ID

1 input

Retrieve details of a specific module by its ID in the CRM system.

Inputs

The unique ID of the module to retrieve details for.

Update Custom Module

4 inputs

Update a custom module in Zoho CRM.

Inputs

module_ID

The unique ID of the module to be updated.

plural_label

Unique plural name of the module.

singular_label

Unique singular name of the module.

profiles

List of profiles with access to the module.

Update Custom Module

4 inputs

Update a custom module in Zoho CRM with new labels and profile access settings.

Inputs

module_ID

The unique ID representing the custom module to be updated.

plural_label

Represents the new unique plural name of the module.

singular_label

Represents the new unique singular name of the module.

profiles

List of profile IDs that will have access to the module, at least one profile is required.

About Zoho CRM

Available Actions

These are the specific actions that AI agents can perform with this tool

Create Custom Module

5 inputs

Create a new custom module in Zoho CRM

Inputs

plural_label

Represents the unique plural name of the module

singular_label

Represents the unique singular name of the module

profiles

Specify the profiles that should have access to the module

api_name

Represents the unique API name of the module

display_field

Contains details of the display field, such as field_label and data_type

Create Custom Module

5 inputs

Create a new custom module in Zoho CRM with specified labels and display field.

Inputs

plural_label

Unique plural name of the module. Max 25 characters, allowing letters, numbers and spaces.

singular_label

Unique singular name of the module. Max 25 characters, allowing letters, numbers and spaces.

profiles

List of profiles that should have access to the module. At least one profile is mandatory.

api_name

Unique API name of the module. Max 50 characters, starting with an English alphabet, allowing alphabets, numbers, spaces, and underscore.

display_field

Details of the display field of the module. Specify either field_label and data_type for text or autonumber fields.

Delete Module

3 inputs

Delete specified modules in the CRM by their unique IDs.

Inputs

module_api_name

API name of the module to delete records from, e.g., Leads, Accounts.

ids

Comma-separated list of unique IDs of records to delete.

wf_trigger

Boolean to trigger workflow rules on deletion, default is true.

Delete Module

3 inputs

Delete a module by specifying the module API name and record IDs, with optional workflow trigger control

Inputs

module_api_name

The API name of the module from which the records should be deleted

ids

Unique ID(s) of the record(s) to delete; maximum of 100

wf_trigger

Indicates if workflow rules should be triggered upon deletion

Get List of Modules

1 input

Retrieve the list of modules available in Zoho CRM.

Inputs

status

Specifies the type of modules to retrieve (e.g., user_hidden, system_hidden, scheduled_for_deletion, visible).

Get List of Modules

1 input

Retrieve the list of all available modules in your Zoho CRM account.

Inputs

status

The status parameter can be used to retrieve specific types of modules. Possible values: user_hidden, system_hidden, scheduled_for_deletion, visible.

Get Module by ID

1 input

Get details of a module by its unique ID

Inputs

Represents the unique ID of the module to be retrieved.

Get Module by ID

1 input

Retrieve details of a specific module by its ID in the CRM system.

Inputs

The unique ID of the module to retrieve details for.

Update Custom Module

4 inputs

Update a custom module in Zoho CRM.

Inputs

module_ID

The unique ID of the module to be updated.

plural_label

Unique plural name of the module.

singular_label

Unique singular name of the module.

profiles

List of profiles with access to the module.

Update Custom Module

4 inputs

Update a custom module in Zoho CRM with new labels and profile access settings.

Inputs

module_ID

The unique ID representing the custom module to be updated.

plural_label

Represents the new unique plural name of the module.

singular_label

Represents the new unique singular name of the module.

profiles

List of profile IDs that will have access to the module, at least one profile is required.