# Zoho CRM integration

> AI-powered sales CRM for managing leads, contacts, accounts, deals, and sales pipelines.

- Authentication: oauth2

## Tools (32)

- **Add Tags to Records**: Add tags to one or more records, or to a single record by ID.
- **Clone Record**: Clone an existing record with all its field values, optionally modifying fields on the clone.
- **Convert Lead**: Convert a lead into a contact, account, and optionally a deal.
- **Create Note**: Create a note attached to a specific record in any CRM module.
- **Delete Records**: Delete one or more records by IDs from any CRM module (max 100 per call).
- **Delete Specific Record**: Delete a single record by its ID from any CRM module.
- **Execute Composite Request**: Combine up to 5 API calls into a single request, with optional rollback and cross-referencing.
- **Get Attachments**: Retrieve the list of attachments for a specific record.
- **Get Deleted Records**: Retrieve a list of deleted records from any CRM module, filtered by deletion type.
- **Get Fields**: Retrieve field metadata for a CRM module, or a specific field by ID.
- **Get Modules**: Retrieve metadata about all available CRM modules.
- **Get Notes**: Retrieve notes for a specific record or all notes across the CRM.
- **Get Record Count**: Get the total count of records in a module, optionally filtered by criteria or custom view.
- **Get Records**: Retrieve a list of records from any CRM module with field selection, pagination, and sorting.
- **Get Related Records**: Retrieve records from a related list of a parent record (e.g., deals for an account).
- **Get Related Records Count**: Get the count of related list records associated with a specific record.
- **Get Specific Record**: Retrieve a single record by its ID from any CRM module.
- **Get Tags**: Retrieve all tags available for a specific CRM module.
- **Get Timeline of a Record**: Retrieve the activity timeline (audit history) for a specific record.
- **Get Users**: Retrieve CRM users, filtered by type (active, admin, etc.) or specific IDs.
- **Insert Records**: Create one or more new records in any CRM module (max 100 per call).
- **Mass Change Owner**: Reassign record ownership in bulk for a custom view or territory (async job with status polling).
- **Mass Delete Records**: Delete records in bulk by IDs (max 500) or custom view (max 50,000).
- **Mass Update Records**: Update a field value across multiple records at once (up to 500 by IDs or 50,000 by custom view).
- **Query Records via COQL**: Execute SQL-like queries against CRM data using COQL (CRM Object Query Language).
- **Remove Tags from Records**: Remove tags from one or more records in any CRM module.
- **Search Records**: Search for records in any module using criteria, email, phone, or keyword.
- **Update Records**: Update one or more existing records in any CRM module (max 100 per call).
- **Update Related Records**: Update or link a related record to a parent record.
- **Update Specific Record**: Update a single record by its ID in any CRM module.
- **Upload Attachment**: Upload a file attachment or attach a URL to a record.
- **Upsert Records**: Insert or update records based on duplicate check fields (max 100 per call).

## Triggers (7)

- **New Lead in Zoho CRM**: Triggers when a new lead is created in Zoho CRM
- **New Contact in Zoho CRM**: Triggers when a new contact is created in Zoho CRM
- **New Company in Zoho CRM**: Triggers when a new company (account) is created in Zoho CRM
- **New Task in Zoho CRM**: Triggers when a new task is created in Zoho CRM
- **New User in Zoho CRM**: Triggers when a new active user is added to your Zoho CRM account
- **Updated Lead in Zoho CRM**: Triggers when a lead is updated in Zoho CRM
- **Updated Contact in Zoho CRM**: Triggers when a contact is updated in Zoho CRM

## Related prompts

- [Daily Zoho CRM deal pipeline sync to Google Sheets](https://www.generalinput.com/prompts/daily-zoho-crm-deal-pipeline-sync-to-google-sheets.md)
- [Dormant Zoho CRM lead re-engagement drafts in Gmail](https://www.generalinput.com/prompts/dormant-zoho-crm-lead-re-engagement-drafts-in-gmail.md)
- [Monday morning stalled Zoho CRM deal digest to Slack](https://www.generalinput.com/prompts/monday-morning-stalled-zoho-crm-deal-digest-to-slack.md)
- [Close Zoho CRM deals automatically when Stripe payments land](https://www.generalinput.com/prompts/close-zoho-crm-deals-automatically-when-stripe-payments-land.md)

Connect Zoho CRM in General Input: https://www.generalinput.com/apps/zoho-crm