Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations
Tools
Convert Zoho Crm Lead
Converts a lead into a contact, account, and optionally a deal in Zoho CRM.
Create Zoho Crm Record
Creates new records in a specified module in Zoho CRM.
Create Zoho Crm Tag
Creates a new tag in Zoho CRM for a specific module. Tags help organize and categorize CRM records. Each module can have up to 100 tags, and each record can have up to 10 tags assigned. Tags must have unique names within a module and can be assigned custom colors from a predefined palette. Use this action to create standardized tags for lead scoring, deal stages, customer segments, or any custom categorization needs in your CRM workflow.
Get Zoho Crm Module Fields Metadata
Retrieves field metadata for a Zoho CRM module including API names, data types, permissions, and configuration details. Use this tool to discover correct field names and types before creating or updating records, avoiding INVALID_DATA errors. Returns information about standard fields, custom fields, lookup fields, picklist options, and field-level permissions.
Get Zoho Crm Related Lists Metadata
Retrieves related list metadata for a Zoho CRM module to discover correct api_name values. Use this before updating related records to avoid INVALID_DATA errors from incorrect related_list_api_name. Returns api_name, display_label, href, and other details for each related list available in the module.
Get Zoho Crm Records
Retrieves records from a specified module in Zoho CRM. Notes: - Discrete (page/per_page) pagination is limited to the first 2,000 records. To retrieve records beyond this, use token-based pagination via page_token from the previous response's info.next_page_token. - Do not use page together with page_token. - You cannot use cvid together with sort_by.