Zoho Crm | AI Agent Tools

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About Zoho Crm

Zoho CRM is a comprehensive platform that automates routine sales, marketing, and customer service tasks, allowing businesses to focus on building strong customer relationships. It offers features like lead management, deal management, and contact management to optimize sales processes. Additionally, it provides workflow automation and customizable modules to fit specific business needs. By automating tasks and providing real-time insights, Zoho CRM helps businesses make tactical decisions and improve overall efficiency. It also ensures data security and compliance, making it a reliable choice for businesses seeking to boost sales and enhance customer service

AI Agent Use Cases

• AI agents can leverage Zoho CRM to automate lead scoring and assignment, ensuring that high-priority leads are promptly addressed by the sales team. They can also use the platform's workflow automation to streamline follow-ups and updates, freeing human resources for more strategic tasks. Furthermore, AI agents can analyze sales data within Zoho CRM to predict sales outcomes and provide dynamic recommendations to sales teams, enhancing their decision-making capabilities.

Available Actions

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

Convert Lead

4 inputs

Converts a lead record into a contact and optionally associates it with an account within Zoho CRM.

Inputs

lead

Unique identifier of the lead record to be converted

account

Use this key to associate an account with the lead being converted. Pass the unique and valid account ID.

contact

Use this key to associate a contact with the lead being converted. Pass the unique and valid contact ID.

user

Use this key to assign record owner for the new contact and account. Pass the unique and valid user ID.

Create Object

Creates a new record in a specified Zoho CRM module with provided field data

Download Attachment

3 inputs

Retrieves an attachment from Zoho CRM, stores it temporarily, and provides the file path for subsequent use.

Inputs

module

Module where the record will be created

recordId

The ID of the record

attachmentId

The ID of the attachment

Get Object

2 inputs

Retrieves detailed record information from Zoho CRM using a unique record ID.

Inputs

module

Module where the record will be created

recordId

The ID of the record

List Fields

1 input

Retrieves detailed metadata of all fields within a specified Zoho CRM module.

Inputs

module

Module where the record will be created

List Modules

Retrieves a comprehensive list of all modules configured in your Zoho CRM account.

List Objects

12 inputs

Retrieves a list of records from a specified Zoho CRM module to access relevant business data.

Inputs

module

Module where the record will be created

fields

To retrieve specific field values. Comma separated field API names.

ids

To retrieve specific records based on their unique ID.

sortOrder

To sort the list of records in either ascending or descending order.

sortBy

Specify the API name of the field based on which the records must be sorted.

converted

To retrieve the list of converted records.

approved

To retrieve the list of approved records.

page

To get the list of records from the respective pages.

perPage

To get the list of records available per page.

cvId

To get the list of records in a custom view.

territoryId

To get the list of records in a territory.

includeChild

To include records from the child territories

Search Objects

2 inputs

Searches and retrieves Zoho CRM records that match specified criteria across modules.

Inputs

module

Module where the record will be created

criteria

Performs search by this criteria.

Update Object

1 input

Updates specified records within a Zoho CRM module with new field data.

Inputs

recordId

The ID of the record

Upload Attachment

3 inputs

Uploads a file attachment to a specified Zoho CRM record using a URL or local file path.

Inputs

module

Module where the record will be created

recordId

The ID of the record

filePath

The file to upload. Provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.txt`)

About Zoho Crm

AI Agent Use Cases

Available Actions

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

Convert Lead

4 inputs

Converts a lead record into a contact and optionally associates it with an account within Zoho CRM.

Inputs

lead

Unique identifier of the lead record to be converted

account

Use this key to associate an account with the lead being converted. Pass the unique and valid account ID.

contact

Use this key to associate a contact with the lead being converted. Pass the unique and valid contact ID.

user

Use this key to assign record owner for the new contact and account. Pass the unique and valid user ID.

Create Object

Creates a new record in a specified Zoho CRM module with provided field data

Download Attachment

3 inputs

Retrieves an attachment from Zoho CRM, stores it temporarily, and provides the file path for subsequent use.

Inputs

module

Module where the record will be created

recordId

The ID of the record

attachmentId

The ID of the attachment

Get Object

2 inputs

Retrieves detailed record information from Zoho CRM using a unique record ID.

Inputs

module

Module where the record will be created

recordId

The ID of the record

List Fields

1 input

Retrieves detailed metadata of all fields within a specified Zoho CRM module.

Inputs

module

Module where the record will be created

List Modules

Retrieves a comprehensive list of all modules configured in your Zoho CRM account.

List Objects

12 inputs

Retrieves a list of records from a specified Zoho CRM module to access relevant business data.

Inputs

module

Module where the record will be created

fields

To retrieve specific field values. Comma separated field API names.

ids

To retrieve specific records based on their unique ID.

sortOrder

To sort the list of records in either ascending or descending order.

sortBy

Specify the API name of the field based on which the records must be sorted.

converted

To retrieve the list of converted records.

approved

To retrieve the list of approved records.

page

To get the list of records from the respective pages.

perPage

To get the list of records available per page.

cvId

To get the list of records in a custom view.

territoryId

To get the list of records in a territory.

includeChild

To include records from the child territories

Search Objects

2 inputs

Searches and retrieves Zoho CRM records that match specified criteria across modules.

Inputs

module

Module where the record will be created

criteria

Performs search by this criteria.

Update Object

1 input

Updates specified records within a Zoho CRM module with new field data.

Inputs

recordId

The ID of the record

Upload Attachment

3 inputs

Uploads a file attachment to a specified Zoho CRM record using a URL or local file path.

Inputs

module

Module where the record will be created

recordId

The ID of the record

filePath

The file to upload. Provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.txt`)