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Documentation Index

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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.

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Authentication

  • OAuth 2.0 or Zoho CRM Access Token.

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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

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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": "john.doe@example.com",
      "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": "jane@example.com"
    }
  }
}
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": "jane@example.com"
      }
    }
  }
}
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": "+1-555-000-1111"
      }
    }
  }
}
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": "+1-555-000-1111"
    }
  }
}
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": "john.doe@example.com"
      }
    }
  }
}
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": "+1-555-123-4567"
      }
    }
  }
}
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": "john.doe@example.com"
    }
  }
}
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": "+1-222-333-4444"
      }
    }
  }
}
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"
    }
  }
}

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Third-Party Documentation