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# Zoho CRM

**Authentication:** OAuth. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow, or [Application credentials](/merge-agent-handler/admin-setup/add-oauth-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