Skip to main content
Server path: /zoho | Type: Application | PCID required: Yes CRM records and modules

Tools

ToolDescription
zoho_create_contactCreate a new contact in Zoho CRM
zoho_get_contactRetrieve a contact by ID
zoho_search_contactsSearch for contacts using various criteria
zoho_update_contactUpdate an existing contact
zoho_create_leadCreate a new lead in Zoho CRM
zoho_get_leadRetrieve a lead by ID
zoho_convert_leadConvert a lead to contact, account, and deal
zoho_create_dealCreate a new deal in Zoho CRM
zoho_get_dealRetrieve a deal by ID
zoho_update_dealUpdate an existing deal
zoho_create_accountCreate a new account in Zoho CRM
zoho_get_accountRetrieve an account by ID
zoho_create_taskCreate a new task in Zoho CRM
zoho_get_taskRetrieve a task by ID
zoho_create_noteCreate a note for a record in Zoho CRM
zoho_search_recordsSearch for records across different modules
zoho_get_usersGet list of users in the Zoho CRM organization
zoho_get_fieldsGet field metadata for a specific module
zoho_create_eventCreate a new event/meeting in Zoho CRM
zoho_get_eventRetrieve an event by ID

zoho_create_contact

Create a new contact in Zoho CRM Parameters:
ParameterTypeRequiredDefaultDescription
firstNamestringYesContact first name
lastNamestringYesContact last name
emailstringNoContact email address
phonestringNoContact phone number
mobilestringNoContact mobile number
accountNamestringNoAssociated account name
titlestringNoContact job title
departmentstringNoContact department
leadSourcestringNoLead source
descriptionstringNoContact description
mailingStreetstringNoMailing street address
mailingCitystringNoMailing city
mailingStatestringNoMailing state
mailingZipstringNoMailing ZIP code
mailingCountrystringNoMailing country
customFieldsobjectNoCustom field values

zoho_get_contact

Retrieve a contact by ID Parameters:
ParameterTypeRequiredDefaultDescription
contactIdstringYesContact ID to retrieve
fieldsstring[]NoSpecific fields to retrieve

zoho_search_contacts

Search for contacts using various criteria Parameters:
ParameterTypeRequiredDefaultDescription
criteriastringYesSearch criteria (e.g., “(Email:equals:john@example.com)“)
fieldsstring[]NoSpecific fields to retrieve
pagenumberNo1Page number for pagination
perPagenumberNo200Records per page (1-200)

zoho_update_contact

Update an existing contact Parameters:
ParameterTypeRequiredDefaultDescription
contactIdstringYesContact ID to update
firstNamestringNoUpdated first name
lastNamestringNoUpdated last name
emailstringNoUpdated email address
phonestringNoUpdated phone number
mobilestringNoUpdated mobile number
titlestringNoUpdated job title
departmentstringNoUpdated department
customFieldsobjectNoUpdated custom field values

zoho_create_lead

Create a new lead in Zoho CRM Parameters:
ParameterTypeRequiredDefaultDescription
firstNamestringYesLead first name
lastNamestringYesLead last name
emailstringNoLead email address
phonestringNoLead phone number
mobilestringNoLead mobile number
companystringNoLead company
titlestringNoLead job title
leadSourcestringNoLead source
leadStatusstringNoLead status
industrystringNoIndustry
websitestringNoCompany website
descriptionstringNoLead description
streetstringNoStreet address
citystringNoCity
statestringNoState
zipCodestringNoZIP code
countrystringNoCountry
customFieldsobjectNoCustom field values

zoho_get_lead

Retrieve a lead by ID Parameters:
ParameterTypeRequiredDefaultDescription
leadIdstringYesLead ID to retrieve
fieldsstring[]NoSpecific fields to retrieve

zoho_convert_lead

Convert a lead to contact, account, and deal Parameters:
ParameterTypeRequiredDefaultDescription
leadIdstringYesLead ID to convert
accountNamestringNoAccount name for conversion
dealNamestringNoDeal name for conversion
contactRolestringNoContact role after conversion
notifyLeadOwnerbooleanNofalseNotify lead owner of conversion
notifyNewEntityOwnerbooleanNofalseNotify new entity owner
assignTostringNoUser ID to assign converted records to

zoho_create_deal

Create a new deal in Zoho CRM Parameters:
ParameterTypeRequiredDefaultDescription
dealNamestringYesDeal name
accountNamestringNoAssociated account name
contactNamestringNoAssociated contact name
amountnumberNoDeal amount
closingDatestringNoExpected closing date (YYYY-MM-DD)
stagestringNoDeal stage
probabilitynumberNoDeal probability (0-100)
leadSourcestringNoLead source
descriptionstringNoDeal description
customFieldsobjectNoCustom field values

zoho_get_deal

Retrieve a deal by ID Parameters:
ParameterTypeRequiredDefaultDescription
dealIdstringYesDeal ID to retrieve
fieldsstring[]NoSpecific fields to retrieve

zoho_update_deal

Update an existing deal Parameters:
ParameterTypeRequiredDefaultDescription
dealIdstringYesDeal ID to update
dealNamestringNoUpdated deal name
amountnumberNoUpdated deal amount
closingDatestringNoUpdated closing date (YYYY-MM-DD)
stagestringNoUpdated deal stage
probabilitynumberNoUpdated deal probability (0-100)
descriptionstringNoUpdated deal description
customFieldsobjectNoUpdated custom field values

zoho_create_account

Create a new account in Zoho CRM Parameters:
ParameterTypeRequiredDefaultDescription
accountNamestringYesAccount name
websitestringNoAccount website
phonestringNoAccount phone number
industrystringNoAccount industry
accountTypestringNoAccount type
employeesnumberNoNumber of employees
annualRevenuenumberNoAnnual revenue
billingStreetstringNoBilling street address
billingCitystringNoBilling city
billingStatestringNoBilling state
billingCodestringNoBilling ZIP code
billingCountrystringNoBilling country
descriptionstringNoAccount description
customFieldsobjectNoCustom field values

zoho_get_account

Retrieve an account by ID Parameters:
ParameterTypeRequiredDefaultDescription
accountIdstringYesAccount ID to retrieve
fieldsstring[]NoSpecific fields to retrieve

zoho_create_task

Create a new task in Zoho CRM Parameters:
ParameterTypeRequiredDefaultDescription
subjectstringYesTask subject
dueDatestringYesDue date (YYYY-MM-DD)
statusstringNo"Not Started"Task status
prioritystringNo"Normal"Task priority
whoIdstringNoRelated contact or lead ID
whatIdstringNoRelated account or deal ID
descriptionstringNoTask description
reminderDateTimestringNoReminder date and time (YYYY-MM-DD HH:MM:SS)

zoho_get_task

Retrieve a task by ID Parameters:
ParameterTypeRequiredDefaultDescription
taskIdstringYesTask ID to retrieve

zoho_create_note

Create a note for a record in Zoho CRM Parameters:
ParameterTypeRequiredDefaultDescription
noteTitlestringYesNote title
noteContentstringYesNote content
parentIdstringYesParent record ID (contact, lead, deal, etc.)
seModulestringYesModule the parent record belongs to

zoho_search_records

Search for records across different modules Parameters:
ParameterTypeRequiredDefaultDescription
modulestringYesModule to search in
criteriastringYesSearch criteria (e.g., “(Email:equals:john@example.com)“)
fieldsstring[]NoSpecific fields to retrieve
pagenumberNo1Page number for pagination
perPagenumberNo200Records per page (1-200)

zoho_get_users

Get list of users in the Zoho CRM organization Parameters:
ParameterTypeRequiredDefaultDescription
typestringNo"ActiveUsers"Type of users to retrieve
pagenumberNo1Page number for pagination
perPagenumberNo200Records per page (1-200)

zoho_get_fields

Get field metadata for a specific module Parameters:
ParameterTypeRequiredDefaultDescription
modulestringYesModule to get fields for
typestringNo"all"Type of fields to retrieve

zoho_create_event

Create a new event/meeting in Zoho CRM Parameters:
ParameterTypeRequiredDefaultDescription
eventTitlestringYesEvent title
startDateTimestringYesStart date and time (YYYY-MM-DD HH:MM:SS)
endDateTimestringYesEnd date and time (YYYY-MM-DD HH:MM:SS)
locationstringNoEvent location
descriptionstringNoEvent description
participantsobject[]NoEvent participants
reminderTimestringNoReminder time before event (e.g., “15 minutes”)

zoho_get_event

Retrieve an event by ID Parameters:
ParameterTypeRequiredDefaultDescription
eventIdstringYesEvent ID to retrieve