/zoho | Type: Application | PCID required: Yes
CRM records and modules
Tools
| Tool | Description |
|---|---|
zoho_create_contact | Create a new contact in Zoho CRM |
zoho_get_contact | Retrieve a contact by ID |
zoho_search_contacts | Search for contacts using various criteria |
zoho_update_contact | Update an existing contact |
zoho_create_lead | Create a new lead in Zoho CRM |
zoho_get_lead | Retrieve a lead by ID |
zoho_convert_lead | Convert a lead to contact, account, and deal |
zoho_create_deal | Create a new deal in Zoho CRM |
zoho_get_deal | Retrieve a deal by ID |
zoho_update_deal | Update an existing deal |
zoho_create_account | Create a new account in Zoho CRM |
zoho_get_account | Retrieve an account by ID |
zoho_create_task | Create a new task in Zoho CRM |
zoho_get_task | Retrieve a task by ID |
zoho_create_note | Create a note for a record in Zoho CRM |
zoho_search_records | Search for records across different modules |
zoho_get_users | Get list of users in the Zoho CRM organization |
zoho_get_fields | Get field metadata for a specific module |
zoho_create_event | Create a new event/meeting in Zoho CRM |
zoho_get_event | Retrieve an event by ID |
zoho_create_contact
Create a new contact in Zoho CRM Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
firstName | string | Yes | — | Contact first name |
lastName | string | Yes | — | Contact last name |
email | string | No | — | Contact email address |
phone | string | No | — | Contact phone number |
mobile | string | No | — | Contact mobile number |
accountName | string | No | — | Associated account name |
title | string | No | — | Contact job title |
department | string | No | — | Contact department |
leadSource | string | No | — | Lead source |
description | string | No | — | Contact description |
mailingStreet | string | No | — | Mailing street address |
mailingCity | string | No | — | Mailing city |
mailingState | string | No | — | Mailing state |
mailingZip | string | No | — | Mailing ZIP code |
mailingCountry | string | No | — | Mailing country |
customFields | object | No | — | Custom field values |
zoho_get_contact
Retrieve a contact by ID Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
contactId | string | Yes | — | Contact ID to retrieve |
fields | string[] | No | — | Specific fields to retrieve |
zoho_search_contacts
Search for contacts using various criteria Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
criteria | string | Yes | — | Search criteria (e.g., “(Email:equals:john@example.com)“) |
fields | string[] | No | — | Specific fields to retrieve |
page | number | No | 1 | Page number for pagination |
perPage | number | No | 200 | Records per page (1-200) |
zoho_update_contact
Update an existing contact Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
contactId | string | Yes | — | Contact ID to update |
firstName | string | No | — | Updated first name |
lastName | string | No | — | Updated last name |
email | string | No | — | Updated email address |
phone | string | No | — | Updated phone number |
mobile | string | No | — | Updated mobile number |
title | string | No | — | Updated job title |
department | string | No | — | Updated department |
customFields | object | No | — | Updated custom field values |
zoho_create_lead
Create a new lead in Zoho CRM Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
firstName | string | Yes | — | Lead first name |
lastName | string | Yes | — | Lead last name |
email | string | No | — | Lead email address |
phone | string | No | — | Lead phone number |
mobile | string | No | — | Lead mobile number |
company | string | No | — | Lead company |
title | string | No | — | Lead job title |
leadSource | string | No | — | Lead source |
leadStatus | string | No | — | Lead status |
industry | string | No | — | Industry |
website | string | No | — | Company website |
description | string | No | — | Lead description |
street | string | No | — | Street address |
city | string | No | — | City |
state | string | No | — | State |
zipCode | string | No | — | ZIP code |
country | string | No | — | Country |
customFields | object | No | — | Custom field values |
zoho_get_lead
Retrieve a lead by ID Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
leadId | string | Yes | — | Lead ID to retrieve |
fields | string[] | No | — | Specific fields to retrieve |
zoho_convert_lead
Convert a lead to contact, account, and deal Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
leadId | string | Yes | — | Lead ID to convert |
accountName | string | No | — | Account name for conversion |
dealName | string | No | — | Deal name for conversion |
contactRole | string | No | — | Contact role after conversion |
notifyLeadOwner | boolean | No | false | Notify lead owner of conversion |
notifyNewEntityOwner | boolean | No | false | Notify new entity owner |
assignTo | string | No | — | User ID to assign converted records to |
zoho_create_deal
Create a new deal in Zoho CRM Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
dealName | string | Yes | — | Deal name |
accountName | string | No | — | Associated account name |
contactName | string | No | — | Associated contact name |
amount | number | No | — | Deal amount |
closingDate | string | No | — | Expected closing date (YYYY-MM-DD) |
stage | string | No | — | Deal stage |
probability | number | No | — | Deal probability (0-100) |
leadSource | string | No | — | Lead source |
description | string | No | — | Deal description |
customFields | object | No | — | Custom field values |
zoho_get_deal
Retrieve a deal by ID Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
dealId | string | Yes | — | Deal ID to retrieve |
fields | string[] | No | — | Specific fields to retrieve |
zoho_update_deal
Update an existing deal Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
dealId | string | Yes | — | Deal ID to update |
dealName | string | No | — | Updated deal name |
amount | number | No | — | Updated deal amount |
closingDate | string | No | — | Updated closing date (YYYY-MM-DD) |
stage | string | No | — | Updated deal stage |
probability | number | No | — | Updated deal probability (0-100) |
description | string | No | — | Updated deal description |
customFields | object | No | — | Updated custom field values |
zoho_create_account
Create a new account in Zoho CRM Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
accountName | string | Yes | — | Account name |
website | string | No | — | Account website |
phone | string | No | — | Account phone number |
industry | string | No | — | Account industry |
accountType | string | No | — | Account type |
employees | number | No | — | Number of employees |
annualRevenue | number | No | — | Annual revenue |
billingStreet | string | No | — | Billing street address |
billingCity | string | No | — | Billing city |
billingState | string | No | — | Billing state |
billingCode | string | No | — | Billing ZIP code |
billingCountry | string | No | — | Billing country |
description | string | No | — | Account description |
customFields | object | No | — | Custom field values |
zoho_get_account
Retrieve an account by ID Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
accountId | string | Yes | — | Account ID to retrieve |
fields | string[] | No | — | Specific fields to retrieve |
zoho_create_task
Create a new task in Zoho CRM Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
subject | string | Yes | — | Task subject |
dueDate | string | Yes | — | Due date (YYYY-MM-DD) |
status | string | No | "Not Started" | Task status |
priority | string | No | "Normal" | Task priority |
whoId | string | No | — | Related contact or lead ID |
whatId | string | No | — | Related account or deal ID |
description | string | No | — | Task description |
reminderDateTime | string | No | — | Reminder date and time (YYYY-MM-DD HH:MM:SS) |
zoho_get_task
Retrieve a task by ID Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
taskId | string | Yes | — | Task ID to retrieve |
zoho_create_note
Create a note for a record in Zoho CRM Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
noteTitle | string | Yes | — | Note title |
noteContent | string | Yes | — | Note content |
parentId | string | Yes | — | Parent record ID (contact, lead, deal, etc.) |
seModule | string | Yes | — | Module the parent record belongs to |
zoho_search_records
Search for records across different modules Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
module | string | Yes | — | Module to search in |
criteria | string | Yes | — | Search criteria (e.g., “(Email:equals:john@example.com)“) |
fields | string[] | No | — | Specific fields to retrieve |
page | number | No | 1 | Page number for pagination |
perPage | number | No | 200 | Records per page (1-200) |
zoho_get_users
Get list of users in the Zoho CRM organization Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
type | string | No | "ActiveUsers" | Type of users to retrieve |
page | number | No | 1 | Page number for pagination |
perPage | number | No | 200 | Records per page (1-200) |
zoho_get_fields
Get field metadata for a specific module Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
module | string | Yes | — | Module to get fields for |
type | string | No | "all" | Type of fields to retrieve |
zoho_create_event
Create a new event/meeting in Zoho CRM Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
eventTitle | string | Yes | — | Event title |
startDateTime | string | Yes | — | Start date and time (YYYY-MM-DD HH:MM:SS) |
endDateTime | string | Yes | — | End date and time (YYYY-MM-DD HH:MM:SS) |
location | string | No | — | Event location |
description | string | No | — | Event description |
participants | object[] | No | — | Event participants |
reminderTime | string | No | — | Reminder time before event (e.g., “15 minutes”) |
zoho_get_event
Retrieve an event by ID Parameters:| Parameter | Type | Required | Default | Description |
|---|---|---|---|---|
eventId | string | Yes | — | Event ID to retrieve |

