Reference

List Attachments for Zoho CRM Record

Retrieve metadata about all files attached to a Zoho CRM record, such as file names, sizes, and upload dates, without downloading the actual files.

Upload Attachment to Zoho CRM Record

Attach files or external links to your Zoho CRM records to keep all relevant documents and resources organized in one place.

Convert Zoho CRM Lead

Transforms a qualified lead into active business records by automatically creating a contact and account, with the option to generate an associated deal for immediate sales tracking.

Get Zoho CRM Module Fields Metadata

Retrieves detailed information about all fields in a Zoho CRM module, including their names, data types, and configurations, helping you understand the exact structure before adding or modifying records.

Get Zoho CRM Related Lists Metadata

Retrieves the metadata and API names for all related lists in a Zoho CRM module, helping you identify the correct field names needed to work with related records. This ensures you have accurate information before syncing or updating connected data without errors.

List Zoho CRM Modules

Retrieves a complete list of all available modules in your Zoho CRM account, including standard and custom modules, so you can identify the correct module names needed for other operations.

Create Zoho CRM Record

Add new contacts, leads, deals, or other business records directly to your Zoho CRM account. This operation lets you quickly populate your CRM with customer information and business opportunities without manual data entry.

Search Zoho CRM Records

Find specific customer records, leads, or contacts in Zoho CRM by searching for matching criteria like names, emails, or phone numbers without having to browse through all records.

Update Zoho CRM Record

Modify existing customer, deal, or other CRM records in Zoho with updated information like contact details, deal status, or custom fields. This helps you keep your customer data current and synchronized with your business changes.

Get Zoho CRM Records

Fetches customer records from any Zoho CRM module like Contacts, Leads, or Accounts so you can access, analyze, or sync your business data. Useful for pulling specific information to generate reports, automate workflows, or keep other tools updated with your latest CRM data.

Get Zoho CRM Related Records

Retrieve related records like notes, attachments, and emails connected to a CRM contact or deal, helping you access all relevant information in one place.

Update Related Records in Zoho CRM

Creates or updates relationships between records across different Zoho CRM modules, allowing you to link parent records with related child records like connecting contacts to accounts or products to deals.

Create Zoho CRM Tag

Create custom organizational tags in Zoho CRM to categorize and label records within specific modules. Tags enable solopreneurs to establish consistent naming conventions and grouping systems for leads, deals, and other CRM data.

Get Zoho CRM Users

Retrieves a list of all users in your Zoho CRM account with their details like names, emails, roles, and IDs. Use this to get the information needed to assign records to team members or manage user access across your CRM.

Create Contact in Zoho CRM

Creates a new contact record in Zoho CRM.

Create Deal in Zoho CRM

Creates a new deal in Zoho CRM representing a sales opportunity with deal name, stage, amount, and closing date.

Create Email Draft in Zoho CRM

Creates email drafts for a specific record in Zoho CRM.

Create Lead in Zoho CRM

Creates a new lead record in Zoho CRM with the specified details.

Create Note in Zoho CRM

Creates a new note attached to a specific record in Zoho CRM.

Create Zoho Event

Creates a new Event record in Zoho CRM.

Delete Zoho Account

Deletes an existing account record from Zoho CRM.

Delete Zoho CRM Contact

Deletes a contact from Zoho CRM.

Delete Zoho CRM Deal

Deletes a deal record from Zoho CRM.

Get Call

Retrieves a specific Call record by its unique identifier from Zoho CRM.

Get Email Drafts for Zoho CRM Record

Retrieves email drafts associated with a specific record in Zoho CRM.

Get From Addresses

Retrieves the list of from addresses configured for email operations in Zoho CRM.

Get Zoho CRM Account

Retrieves a specific Account record from Zoho CRM by its unique identifier.

Get Zoho CRM Contact

Retrieves a single contact record by ID from Zoho CRM.

Get Zoho CRM Note

Retrieves a single note by its unique identifier from Zoho CRM.

Get Zoho CRM Record Emails

Retrieves all emails associated with a specific record in Zoho CRM.

Get Zoho CRM Task

Retrieves a specific task record by its ID from Zoho CRM.

Get Zoho CRM User

Retrieves a specific user from Zoho CRM by their user ID.

Get Zoho Event

Retrieves a specific event record from Zoho CRM by its unique identifier.

List Contacts

Retrieves contact records from Zoho CRM with support for pagination, filtering, and sorting.

List Deals

Retrieves a list of deals from Zoho CRM with support for filtering, sorting, and pagination.

List Zoho CRM Accounts

Retrieves a list of account records from Zoho CRM with pagination and filtering support.

List Zoho CRM Calls

Retrieves Call activity records from Zoho CRM with pagination support.

List Zoho CRM Events

Lists events (meetings) from Zoho CRM with pagination and filtering support.

List Zoho CRM Leads

Retrieves lead records from Zoho CRM's Leads module with pagination support.

List Zoho CRM Notes

Retrieves a list of notes from Zoho CRM across all modules.

List Zoho CRM Tasks

Retrieves tasks from the Tasks module in Zoho CRM with support for filtering, pagination, and sorting.

Search Deals in Zoho CRM

Search for Deal records in Zoho CRM using server-side queries.

Search Events

Search for Events in Zoho CRM using server-side queries.

Search Leads

Search for lead records in Zoho CRM using server-side queries.

Search Notes

Search for notes in Zoho CRM using server-side queries.

Search Zoho CRM Accounts

Search for Account records within Zoho CRM using server-side queries.

Search Zoho CRM Calls

Search for Call records in Zoho CRM using server-side queries.

Search Zoho CRM Contacts

Search for contacts in Zoho CRM using server-side queries by criteria, email, phone, or keyword.

Search Zoho CRM Tasks

Search for tasks in Zoho CRM using flexible criteria including subject, status, priority, or due date.

Update Lead

Updates existing lead records in Zoho CRM.

Update Zoho CRM Account

Updates an existing Account record in Zoho CRM with the specified field values.

Update Zoho CRM Call

Updates existing call records in the Calls module in Zoho CRM.

Update Zoho CRM Deal

Updates an existing deal in Zoho CRM.

Update Zoho CRM Email Draft

Updates an existing email draft associated with a record in Zoho CRM.

Update Zoho CRM Event

Updates existing events in Zoho CRM.

Update Zoho CRM Note

Updates an existing note in Zoho CRM.

Validate Zoho CRM Credentials

Validates Zoho CRM credentials by retrieving current user information.