Zoho CRM
Read and write Zoho CRM leads, contacts, accounts, deals, activities, products, quotes, sales orders and invoices with custom fields, plus upsert, COQL and metadata.
Synchronise the full Zoho CRM sales cycle with marketing, finance, ERP and support systems in any Zoho data centre.
Source actions
30
Destination actions
31
Data types
17
Validation status
Implemented · fixture tested.
Implementation is checked against provider-shaped fixtures for every action, authentication failures, rate limits, pagination and duplicate safety. Provider sandbox and authorised account validation are recorded separately when credential-backed runs are completed.
What you can map
accounts
- Create accountDestinationNot retried automatically
Creates a account with standard and custom fields.
- Get accountSource
One account with all fields, subforms and line items.
- List accountsSourceIncremental
Accounts from the Accounts module with standard and custom fields; optionally only records modified since a time.
- Update accountDestinationDuplicate protected
Updates only the mapped fields of a account.
- Upsert accountDestinationDuplicate protected
Creates or updates a account, matching on duplicate-check fields (default Account_Name).
attachments
- List record attachmentsSource
Attachment metadata (name, size, owner) for a record; file content is not downloaded.
calls
- Create callDestinationNot retried automatically
Creates a call with standard and custom fields.
- Get callSource
One call with all fields, subforms and line items.
- List callsSourceIncremental
Calls from the Calls module with standard and custom fields; optionally only records modified since a time.
- Update callDestinationDuplicate protected
Updates only the mapped fields of a call.
contacts
- Create contactDestinationNot retried automatically
Creates a contact with standard and custom fields.
- Get contactSource
One contact with all fields, subforms and line items.
- List contactsSourceIncremental
Contacts from the Contacts module with standard and custom fields; optionally only records modified since a time.
- Update contactDestinationDuplicate protected
Updates only the mapped fields of a contact.
- Upsert contactDestinationDuplicate protected
Creates or updates a contact, matching on duplicate-check fields (default Email).
deals
- Create dealDestinationNot retried automatically
Creates a deal with standard and custom fields.
- Get dealSource
One deal with all fields, subforms and line items.
- List dealsSourceIncremental
Deals from the Deals module with standard and custom fields; optionally only records modified since a time.
- Update dealDestinationDuplicate protected
Updates only the mapped fields of a deal.
- Upsert dealDestinationDuplicate protected
Creates or updates a deal, matching on duplicate-check fields (default Deal_Name).
fields
- List fieldsSource
Field metadata for a module: API name, data type, picklist values, custom flag.
invoices
- Create invoiceDestinationNot retried automatically
Creates a invoice with standard and custom fields.
- Get invoiceSource
One invoice with all fields, subforms and line items.
- List invoicesSourceIncremental
Invoices from the Invoices module with standard and custom fields; optionally only records modified since a time.
- Update invoiceDestinationDuplicate protected
Updates only the mapped fields of a invoice.
leads
- Create leadDestinationNot retried automatically
Creates a lead with standard and custom fields.
- Get leadSource
One lead with all fields, subforms and line items.
- List leadsSourceIncremental
Leads from the Leads module with standard and custom fields; optionally only records modified since a time.
- Update leadDestinationDuplicate protected
Updates only the mapped fields of a lead.
- Upsert leadDestinationDuplicate protected
Creates or updates a lead, matching on duplicate-check fields (default Email).
meetings
- Create meetingDestinationNot retried automatically
Creates a meeting with standard and custom fields.
- Get meetingSource
One meeting with all fields, subforms and line items.
- List meetingsSourceIncremental
Meetings from the Events module with standard and custom fields; optionally only records modified since a time.
- Update meetingDestinationDuplicate protected
Updates only the mapped fields of a meeting.
modules
- List modulesSource
Modules with API names, labels and API support flags, including custom modules.
notes
- Add record noteDestinationNot retried automatically
Adds a note to a record.
- List record notesSource
Notes attached to a record.
products
- Create productDestinationNot retried automatically
Creates a product with standard and custom fields.
- Get productSource
One product with all fields, subforms and line items.
- List productsSourceIncremental
Products from the Products module with standard and custom fields; optionally only records modified since a time.
- Update productDestinationDuplicate protected
Updates only the mapped fields of a product.
- Upsert productDestinationDuplicate protected
Creates or updates a product, matching on duplicate-check fields (default Product_Name).
quotes
- Create quoteDestinationNot retried automatically
Creates a quote with standard and custom fields.
- Get quoteSource
One quote with all fields, subforms and line items.
- List quotesSourceIncremental
Quotes from the Quotes module with standard and custom fields; optionally only records modified since a time.
- Update quoteDestinationDuplicate protected
Updates only the mapped fields of a quote.
records
- Create module recordDestinationNot retried automatically
Creates a record in any module, including custom modules.
- Get module recordSource
One record of any module with all fields.
- List module recordsSourceIncremental
Records of any API-supported module, including custom modules.
- Query records (COQL)SourceIncremental
Runs a validated COQL select over one module with conditions, ordering and paging.
- Update module recordDestinationDuplicate protected
Updates the mapped fields of a record in any module.
- Upsert module recordDestinationDuplicate protected
Creates or updates a record in any module matched on the given unique fields.
sales orders
- Create sales orderDestinationNot retried automatically
Creates a sales order with standard and custom fields.
- Get sales orderSource
One sales order with all fields, subforms and line items.
- List sales ordersSourceIncremental
Sales orders from the Sales_Orders module with standard and custom fields; optionally only records modified since a time.
- Update sales orderDestinationDuplicate protected
Updates only the mapped fields of a sales order.
tasks
- Create taskDestinationNot retried automatically
Creates a task with standard and custom fields.
- Get taskSource
One task with all fields, subforms and line items.
- List tasksSourceIncremental
Tasks from the Tasks module with standard and custom fields; optionally only records modified since a time.
- Update taskDestinationDuplicate protected
Updates only the mapped fields of a task.
users
- List usersSource
CRM users with role, profile and status.
Authentication
Zoho OAuth client with an offline refresh token
Plans and access
API access in Standard, Professional, Enterprise and Ultimate editions; quotes, sales orders and invoices require editions with inventory modules. Calls act as the user who authorised the OAuth client and follow that user's profile, role and field-level permissions.
Test environment
Zoho CRM sandboxes and developer edition accounts use the same API; authorise a client in the sandbox org.
Rate limits
Credit-based: a 24-hour rolling API credit allowance per edition and licence count, plus concurrency limits per org; HTTP 429 when exceeded.
Provider events
Notification API channels and workflow webhooks for record create, edit and delete events. Nexra event triggers are not yet available; flows run on demand or on a schedule.
Before you build a flow
- Uses Zoho CRM API v8. Meetings use the Events module API name.
- List operations need field API names (max 50); defaults cover standard fields and can be replaced, including custom fields.
- Field values are returned as Zoho's typed JSON keyed by API name; use List fields for data types and picklists.
- Email_Opt_Out and GDPR data-processing fields are not written from the free-form field values; Email opt out changes only through its explicit input.
- Zoho has no idempotency key for creates; uncertain creates are not repeated automatically. Upserts converge on the duplicate-check fields.
- COQL statements are built only from validated field names, operators and literal values (no quotes or backslashes in values).
- Deletes, conversions, mass updates and bulk jobs are not automated.