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About Zoho CRM

Zoho CRM is a cloud-based customer relationship management platform serving small and mid-sized businesses with sales pipeline tracking, lead management, workflow automation, and multichannel communication. Its AI assistant Zia provides predictive scoring, anomaly detection, and conversational queries from the Enterprise plan upward. A free plan supports up to 3 users, making it one of the few CRMs with a functional no-cost tier.

AI Agent Use Cases

- Sales pipeline and deal management with unlimited records from Professional plan

- Zia AI assistant for lead scoring, anomaly alerts, and NLP queries (Enterprise and above)

- Blueprint process automation to standardize sales workflows

- Multichannel engagement: email, social CRM, telephony, and live chat

- Territory management and multi-user portals (Enterprise)

- Zoho Analytics integration on Ultimate plan for advanced BI

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 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 Object

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

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.

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 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 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 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 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 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`)