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  • Sample use cases
  • Available Tools

Zoho CRM

Connect your AI agents to Zoho CRM.
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Zendesk Sell

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Zoho Desk

Authentication: OAuth. See Magic Link for the runtime auth flow, or Application credentials to bring your own OAuth app.

Sample use cases

  • Show me deals in Negotiation with no activity in the last 14 days.
  • Update the close date on every open deal past its expected close.
  • Pull the win/loss breakdown for closed deals last quarter.

Available Tools

create_account

Create a new account in Zoho CRM representing a company or organization with comprehensive business information including name, industry, revenue, and contact details

get_account

Retrieve a specific account from Zoho CRM by its unique ID with all business and contact information

update_account

Update an existing account in Zoho CRM with new or modified business information

delete_account

Delete an account from Zoho CRM permanently by its unique ID

list_accounts

List all accounts in Zoho CRM with pagination support to retrieve account records in batches

search_accounts

Search for accounts in Zoho CRM using flexible criteria including company name, industry, or revenue to find matching account records

create_call

Create a new call record in Zoho CRM to track phone conversations with leads, contacts, and customers including call details, duration, and outcomes

get_call

Retrieve a specific call record from Zoho CRM by its unique ID with all call details and conversation information

update_call

Update an existing call record in Zoho CRM to change status, result, duration, or other call details

delete_call

Delete a call record from Zoho CRM permanently by its unique ID

list_calls

List all call records in Zoho CRM with pagination support to retrieve call history for communication tracking

search_calls

Search for call records in Zoho CRM using flexible criteria including subject, type, result, or related records

create_case

Create a new support case in Zoho CRM to track customer issues, requests, and support tickets with priority and status management

get_case

Retrieve a specific support case from Zoho CRM by its unique ID with all case details and support history

update_case

Update an existing support case in Zoho CRM to modify status, priority, solution, or other case information

delete_case

Delete a support case from Zoho CRM permanently by its unique ID

list_cases

List all support cases in Zoho CRM with pagination support and sorting to retrieve case records for support management and reporting

search_cases

Search for support cases in Zoho CRM using flexible criteria including subject, status, priority, or customer to find matching case records

create_contact

Create a new contact in Zoho CRM with comprehensive personal and professional information including name, email, phone, account association, and contact details

get_contact

Retrieve a specific contact from Zoho CRM by its unique ID with all personal and professional contact information

update_contact

Update an existing contact in Zoho CRM with new or modified personal, professional, or contact information

delete_contact

Delete a contact from Zoho CRM permanently by its unique ID

list_contacts

List all contacts in Zoho CRM with pagination support to retrieve contact records for relationship management and communication

search_contacts

Search for contacts in Zoho CRM using flexible criteria including name, email, phone, account, or title to find matching contact records

create_deal

Create a new deal in Zoho CRM representing a sales opportunity with deal name, amount, closing date, stage, and account association

get_deal

Retrieve a specific deal from Zoho CRM by its unique ID with all sales opportunity details and status information

update_deal

Update an existing deal in Zoho CRM to change amount, stage, closing date, or other deal details

delete_deal

Delete a deal from Zoho CRM permanently by its unique ID

list_deals

List all deals in Zoho CRM with pagination support to retrieve deal records for sales pipeline management

search_deals

Search for deals in Zoho CRM using flexible criteria including deal name, amount, stage, or account to find matching deal records

send_email

Send an email from Zoho CRM to leads, contacts, or customers with support for templates, attachments, and scheduling

get_emails_of_record

Retrieve all emails associated with a specific record in Zoho CRM including sent and received emails

associate_email_with_record

Associate an existing email with a specific record in Zoho CRM to maintain communication history

get_from_addresses

Get the list of email addresses that can be used as sender addresses in Zoho CRM

create_email_draft

Create an email draft in Zoho CRM that can be edited and sent later

get_email_drafts

Retrieve email drafts associated with a specific record in Zoho CRM

update_email_draft

Update an existing email draft in Zoho CRM with new content or recipients

delete_email_draft

Delete an email draft from Zoho CRM permanently by its unique ID

create_event

Create a new event record in Zoho CRM to schedule meetings, appointments, and activities with leads, contacts, and customers

get_event

Retrieve a specific event record from Zoho CRM by its unique ID with all event details and scheduling information

update_event

Update an existing event record in Zoho CRM to modify event details, timing, location, or participant information

delete_event

Delete an event record from Zoho CRM permanently by its unique ID

list_events

List all events in Zoho CRM with pagination support and sorting to retrieve event records for calendar management and reporting

search_events

Search for events in Zoho CRM using flexible criteria including title, date range, location, or participant to find matching event records

create_lead

Create a new lead in Zoho CRM with comprehensive contact and company information including name, email, phone, company details, and lead tracking data

get_lead

Retrieve a specific lead from Zoho CRM by its unique ID with all associated contact, company, and tracking information

update_lead

Update an existing lead in Zoho CRM with new or modified contact, company, status, or custom field information

delete_lead

Delete a lead from Zoho CRM permanently by its unique ID

list_leads

List all leads in Zoho CRM with pagination support to retrieve lead records for prospecting and sales management

search_leads

Search for leads in Zoho CRM using flexible criteria including name, company, email, or status to find matching lead records

create_note

Create a new note in Zoho CRM to document information on leads, contacts, deals, or accounts with title and content

get_note

Retrieve a specific note from Zoho CRM by its unique ID with all note content and details

update_note

Update an existing note in Zoho CRM to change title, content, or other note details

delete_note

Delete a note from Zoho CRM permanently by its unique ID

list_notes

List all notes in Zoho CRM with pagination support to retrieve note records for documentation and reference

search_notes

Search for notes in Zoho CRM using flexible criteria including title, content, or parent record to find matching note records

create_task

Create a new task in Zoho CRM for activity tracking with subject, due date, status, priority, and related record associations

get_task

Retrieve a specific task from Zoho CRM by its unique ID with all task details and status information

update_task

Update an existing task in Zoho CRM to change status, due date, priority, or other task details

delete_task

Delete a task from Zoho CRM permanently by its unique ID

list_tasks

List all tasks in Zoho CRM with pagination support to retrieve task records for activity management and reporting

search_tasks

Search for tasks in Zoho CRM using flexible criteria including subject, status, priority, or due date to find matching task records

get_current_user

Get information about the currently authenticated user in Zoho CRM including name, email, role, profile, and permissions

list_users

List all users in the Zoho CRM organization with pagination support to retrieve user records for team management and assignment

get_user

Retrieve a specific user from Zoho CRM by their unique user ID with complete profile and permission information