---
title: Zoho CRM
description: "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

1. **Open Integrations**

    In the sidebar choose **Integrations**, then **Add connection**.

2. **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.

3. **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](/operate/integrations/overview#manage-a-connection).

![Zoho CRM in the Connect a CRM dialog.](/media/operate/connect-zoho-crm.webp)

## 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](/operate/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](/operate/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](/build/tools/overview).

## Related

- [Integrations overview](/operate/integrations/overview)
- [Automations](/operate/automations)
- [Webhooks](/operate/webhooks)