Zoho CRM
Connect Zoho CRM over OAuth, pull its contacts or leads in with the two Zoho templates, and push notes, accounts and deals back with webhooks.
Zoho CRM connects with Connect in the Connect a CRM dialog: an OAuth sign-in on Zoho CRM’s side, no key to paste. Its category in the dialog is CRM, described as “Connect with Zoho CRM to manage leads and contacts”.
Connect
Open Integrations
In the sidebar choose Integrations, then Add connection.
Connect Zoho CRM
Find Zoho CRM and choose Connect. Connect to Zoho CRM lists the features and permissions; choose Connect there, then sign in and approve the requested access on Zoho CRM’s consent page.
Check the counter
Back on Integrations, the Connections counter reads 1 more and the account is listed with the status Active. Choose its row to enable its capabilities, see Manage a connection.
Bring records in
Add Flow, then the templates Zoho CRM - Bring Contacts and Zoho CRM - Bring Leads under the Integration tab. The dialog
Clone Integration is pre-filled with a name, a tag and the access_token
variable set to {{access_token}}, which the connection fills. Clone
Integration creates the flow; each run adds the records to Contacts with that
tag. Retry and re-execute settings, steps and field mapping are described in
Automations.
Push data out
Under the Webhook tab, the Zoho CRM templates are Zoho CRM - Create Note, Zoho CRM - Search Contacts, Zoho CRM - Create Account, Zoho CRM - Get Contact and Zoho CRM - Create Deal. Each is one call against Zoho CRM’s API with the connection’s token; clone it, then run it with Test Flow or from an agent through a webhook step. See Webhooks.
In the agent
Once connected, the system’s actions appear under Your AI Tools in the agent’s tool picker, so an agent can look up or update a record during a conversation. See Tools overview.