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What can you do with it?

Manage contacts, leads, accounts, deals and other CRM data with Zoho CRM, including retrieving all contacts, getting specific contact details, creating new contacts, updating contact information, and searching contacts for comprehensive customer relationship management.

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How to use it?

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Basic Command Structure

/your-zoho-connection [action] [required-parameters] [optional-parameters]

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Parameters

Required:

  • action - The operation to perform (get-all-contacts, get-contact, create-contact, update-contact, search-contacts)

Optional:

  • contact-id - Zoho contact ID
  • first-name - Contact first name
  • last-name - Contact last name
  • email - Contact email address
  • phone - Contact phone number
  • search-criteria - Search criteria for contact lookup
  • account-id - Associated account ID
  • title - Contact job title
  • address - Contact address information

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Tools

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Get All Contacts

Retrieve a list of all contacts from Zoho CRM

Parameters:

  • No parameters required

Example:

/your-zoho-connection
action: get-all-contacts

Response:

{
  "data": [
    {
      "id": "123456789",
      "First_Name": "John",
      "Last_Name": "Doe",
      "Email": "john.doe@example.com",
      "Phone": "+1 555-123-4567",
      "Account_Name": {
        "id": "987654321",
        "name": "Example Company"
      },
      "Owner": {
        "id": "112233445",
        "name": "Sales Rep"
      },
      "Created_Time": "2023-01-15T10:30:00-08:00",
      "Modified_Time": "2023-02-20T14:45:00-08:00"
    }
  ],
  "info": {
    "per_page": 200,
    "count": 15,
    "page": 1,
    "more_records": false
  }
}

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Get Contact

Retrieve details of a specific contact using its ID

Parameters:

  • contact-id (required) - Zoho contact ID

Example:

/your-zoho-connection
action: get-contact
contact-id: 123456789

Response:

{
  "data": [
    {
      "id": "123456789",
      "First_Name": "John",
      "Last_Name": "Doe",
      "Email": "john.doe@example.com",
      "Phone": "+1 555-123-4567",
      "Mailing_Street": "123 Main St",
      "Mailing_City": "San Francisco",
      "Mailing_State": "CA",
      "Mailing_Zip": "94105",
      "Mailing_Country": "USA",
      "Account_Name": {
        "id": "987654321",
        "name": "Example Company"
      },
      "Title": "CEO",
      "Department": "Executive",
      "Owner": {
        "id": "112233445",
        "name": "Sales Rep"
      },
      "Created_Time": "2023-01-15T10:30:00-08:00",
      "Modified_Time": "2023-02-20T14:45:00-08:00"
    }
  ]
}

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Create Contact

Add a new contact to Zoho CRM with contact details

Parameters:

  • first-name (required) - Contact first name
  • last-name (required) - Contact last name
  • email (required) - Contact email address
  • phone (optional) - Contact phone number
  • title (optional) - Contact job title
  • account-id (optional) - Associated account ID
  • address (optional) - Contact address information

Example:

/your-zoho-connection
action: create-contact
first-name: Jane
last-name: Smith
email: jane.smith@example.com
phone: +1 555-987-6543
title: CTO
account-id: 987654321
address: 456 Oak Ave, New York, NY 10001, USA

Response:

{
  "data": [
    {
      "code": "SUCCESS",
      "details": {
        "id": "456789123",
        "Created_Time": "2023-03-10T09:15:00-08:00",
        "Modified_Time": "2023-03-10T09:15:00-08:00",
        "Created_By": {
          "id": "112233445",
          "name": "Sales Rep"
        },
        "Modified_By": {
          "id": "112233445",
          "name": "Sales Rep"
        }
      },
      "message": "record added",
      "status": "success"
    }
  ]
}

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Update Contact

Update an existing contact’s information

Parameters:

  • contact-id (required) - Zoho contact ID
  • first-name (optional) - Updated first name
  • last-name (optional) - Updated last name
  • email (optional) - Updated email address
  • phone (optional) - Updated phone number
  • title (optional) - Updated job title
  • address (optional) - Updated address information

Example:

/your-zoho-connection
action: update-contact
contact-id: 456789123
phone: +1 555-111-2222
title: VP of Engineering
address: 789 Pine St, San Francisco, CA 94105

Response:

{
  "data": [
    {
      "code": "SUCCESS",
      "details": {
        "id": "456789123",
        "Modified_Time": "2023-03-15T11:30:00-08:00",
        "Modified_By": {
          "id": "112233445",
          "name": "Sales Rep"
        }
      },
      "message": "record updated",
      "status": "success"
    }
  ]
}

​
Search Contacts

Search for contacts based on specific criteria

Parameters:

  • search-criteria (required) - Search criteria (e.g., “Email:equals:jane.smith@example.com”)
  • fields (optional) - Fields to retrieve in search results

Example:

/your-zoho-connection
action: search-contacts
search-criteria: Email:equals:jane.smith@example.com
fields: First_Name,Last_Name,Email,Phone

Response:

{
  "data": [
    {
      "id": "456789123",
      "First_Name": "Jane",
      "Last_Name": "Smith",
      "Email": "jane.smith@example.com",
      "Phone": "+1 555-111-2222",
      "Account_Name": {
        "id": "987654321",
        "name": "Example Company"
      },
      "Title": "VP of Engineering",
      "Owner": {
        "id": "112233445",
        "name": "Sales Rep"
      },
      "Created_Time": "2023-03-10T09:15:00-08:00",
      "Modified_Time": "2023-03-15T11:30:00-08:00"
    }
  ],
  "info": {
    "per_page": 200,
    "count": 1,
    "page": 1,
    "more_records": false
  }
}

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Notes

Zoho CRM API uses v2 endpoints for contact management. Contact IDs are numeric identifiers returned from create and search operations. Search criteria use colon-separated format like “Field:operator:value”. Supported operators include equals, contains, starts_with, ends_with. Account associations require valid account IDs. Address information can be split into Street, City, State, Zip, and Country fields. All timestamps are in ISO 8601 format with timezone information.