Zoho CRM

Zoho CRM

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

OAuth32 tools7 triggers
Connect Zoho CRM

Free account. No credit card required.

Three ways to use Zoho CRM

Ask your specialist

Pull data, take actions, or answer questions with this integration, right in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with Zoho CRM.

Add Tags to Records

Add tags to one or more records, or to a single record by ID.

Tool

Clone Record

Clone an existing record with all its field values, optionally modifying fields on the clone.

Tool

Convert Lead

Convert a lead into a contact, account, and optionally a deal.

Tool

Create Note

Create a note attached to a specific record in any CRM module.

Tool

Delete Records

Delete one or more records by IDs from any CRM module (max 100 per call).

Tool

Delete Specific Record

Delete a single record by its ID from any CRM module.

Tool

Supported triggers

Start a workflow when something happens in Zoho CRM.

New Lead in Zoho CRM

Triggers when a new lead is created in Zoho CRM

Trigger

New Contact in Zoho CRM

Triggers when a new contact is created in Zoho CRM

Trigger

New Company in Zoho CRM

Triggers when a new company (account) is created in Zoho CRM

Trigger

New Task in Zoho CRM

Triggers when a new task is created in Zoho CRM

Trigger

New User in Zoho CRM

Triggers when a new active user is added to your Zoho CRM account

Trigger

Updated Lead in Zoho CRM

Triggers when a lead is updated in Zoho CRM

Trigger

Get started automating Zoho CRM

01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and your specialist wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.

Ready-to-use workflows

Prompts using Zoho CRM

Browse all
Triage new Zoho Desk tickets with Zoho CRM customer contextTurn Zoho Mail sales enquiries into Zoho CRM recordsDraft follow-ups for every email that never got a replyDaily Zoho CRM deal pipeline sync to Google SheetsDormant Zoho CRM lead re-engagement drafts in GmailMonday morning stalled Zoho CRM deal digest to SlackClose Zoho CRM deals automatically when Stripe payments land