Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
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Works with
AI Compatible
Tools
Convert Lead
Converts a Lead into a Contact or an Account. See the documentation
Create Object
Create a new object/module entry. See the documentation
Download Attachment
Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.
Get Object
Gets record data given its id.
List Attachments
Gets the list of attachments for a record in Zoho CRM. Use **List Modules** to find the module API name and **List Objects** to find the recordId. Results are paginated 200 per page (page is 0-indexed). See the documentation
List Fields
Gets the field metadata for the specified module
List Modules
Retrieves a list of all the modules available in your CRM account.
List Objects
Gets the list of available records from a module.
Search Objects
Retrieves the records that match your search criteria.
Update Object
Updates existing entities in the module. See the documentation
Upload Attachment
Uploads an attachment file to Zoho CRM from a URL or file path. See the documentation
Upsert Records
Inserts new records or updates existing ones based on duplicate check field values. See the documentation