Zoho CRM Integration

The Zoho CRM integration lets agents create and update leads, contacts, and deals — directly from a conversation. Use it in sales or support flows to log inbound interest, update deal stages, or look up existing contacts.

Authentication

Zoho CRM uses an OAuth2 access token.

To get one:

1. Go to api-console.zoho.com → Server-based Applications → Create a client
2. Generate a Self Client token with scopes: ZohoCRM.modules.ALL
3. Copy the Access Token

Field	Description
Access Token	OAuth2 access token from Zoho API Console

note

Zoho access tokens expire after 1 hour. For production use, generate a refresh token and store it — or use a long-lived token from a server-based OAuth flow. Re-enter the token in the integration settings when it expires.

Installing

1. Go to your project → Integrations → Browse
2. Find Zoho CRM and click Install
3. Paste your Access Token
4. Select the actions you want to enable
5. Click Install

Actions

create_lead — Create Lead

Creates a new lead record.

Tool reference: {{tool:zoho_crm_create_lead}}

Parameter	Required	Description
last_name	Yes	Lead's last name
first_name	No	Lead's first name
email	No	Email address
phone	No	Phone number
company	No	Company name
lead_source	No	Source (e.g. Web Form, Cold Call)
description	No	Notes on the lead

Returns: lead_id, created_time

---

get_lead — Get Lead

Retrieves a lead by ID.

Tool reference: {{tool:zoho_crm_get_lead}}

Parameter	Required	Description
lead_id	Yes	Zoho CRM lead ID

Returns: Full lead record including name, email, phone, status, lead source

---

update_lead — Update Lead

Updates an existing lead record.

Tool reference: {{tool:zoho_crm_update_lead}}

Parameter	Required	Description
lead_id	Yes	Lead to update
email	No	New email address
phone	No	New phone number
status	No	Lead status (e.g. Contacted, Not Contacted, Qualified)
description	No	Updated notes

---

search_contacts — Search Contacts

Searches CRM contacts by a text criteria.

Tool reference: {{tool:zoho_crm_search_contacts}}

Parameter	Required	Description
criteria	Yes	Search string — matches against name, email, phone

Returns: Array of matching contacts with id, full_name, email, phone

---

create_contact — Create Contact

Creates a new contact.

Tool reference: {{tool:zoho_crm_create_contact}}

Parameter	Required	Description
last_name	Yes	Contact's last name
first_name	No	Contact's first name
email	No	Email address
phone	No	Phone number
account_name	No	Associated company/account name

Returns: contact_id, created_time

---

create_deal — Create Deal

Creates a new deal (opportunity).

Tool reference: {{tool:zoho_crm_create_deal}}

Parameter	Required	Description
deal_name	Yes	Deal name or title
stage	Yes	Deal stage (e.g. Qualification, Proposal, Closed Won)
amount	No	Deal value
closing_date	No	Expected close date (YYYY-MM-DD)
account_name	No	Associated company
description	No	Notes on the deal

Returns: deal_id, created_time

---

get_deal — Get Deal

Retrieves a deal by ID.

Tool reference: {{tool:zoho_crm_get_deal}}

Parameter	Required	Description
deal_id	Yes	Zoho CRM deal ID

---

update_deal — Update Deal

Updates a deal's stage or value.

Tool reference: {{tool:zoho_crm_update_deal}}

Parameter	Required	Description
deal_id	Yes	Deal to update
stage	No	New deal stage
amount	No	Updated deal value
closing_date	No	Updated closing date

---

Using Zoho CRM in an agent

Lead capture from inbound calls

When a caller expresses interest in the product or requests a demo:
1. Collect their name, email, company name, and phone number.
2. Use {{tool:zoho_crm_create_lead}} to create a lead with this information.
   - Set lead_source to "Inbound Call"
   - Add any context from the conversation as the description
3. Confirm with the caller: "I've added you to our system. The sales team will be in touch within 1 business day."

If the caller is already a contact, use {{tool:zoho_crm_search_contacts}}
to find them and skip the lead creation step.

Troubleshooting

INVALID_TOKEN or Authentication failure

The access token has expired (Zoho tokens expire after 1 hour). Uninstall and reinstall the integration with a fresh access token.

MANDATORY_NOT_FOUND

A required field is missing. last_name is required for leads and contacts.

DUPLICATE_DATA

A record with that email already exists. Use search_contacts first to check before creating.

Contact or deal not appearing in Zoho

Zoho CRM may have module-level record limits depending on your plan. Check that your plan supports the number of records you're creating.