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Implemented
CRM, sales & customer success
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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 account
    Destination
    Not retried automatically

    Creates a account with standard and custom fields.

  • Get account
    Source

    One account with all fields, subforms and line items.

  • List accounts
    Source
    Incremental

    Accounts from the Accounts module with standard and custom fields; optionally only records modified since a time.

  • Update account
    Destination
    Duplicate protected

    Updates only the mapped fields of a account.

  • Upsert account
    Destination
    Duplicate protected

    Creates or updates a account, matching on duplicate-check fields (default Account_Name).

attachments
  • List record attachments
    Source

    Attachment metadata (name, size, owner) for a record; file content is not downloaded.

calls
  • Create call
    Destination
    Not retried automatically

    Creates a call with standard and custom fields.

  • Get call
    Source

    One call with all fields, subforms and line items.

  • List calls
    Source
    Incremental

    Calls from the Calls module with standard and custom fields; optionally only records modified since a time.

  • Update call
    Destination
    Duplicate protected

    Updates only the mapped fields of a call.

contacts
  • Create contact
    Destination
    Not retried automatically

    Creates a contact with standard and custom fields.

  • Get contact
    Source

    One contact with all fields, subforms and line items.

  • List contacts
    Source
    Incremental

    Contacts from the Contacts module with standard and custom fields; optionally only records modified since a time.

  • Update contact
    Destination
    Duplicate protected

    Updates only the mapped fields of a contact.

  • Upsert contact
    Destination
    Duplicate protected

    Creates or updates a contact, matching on duplicate-check fields (default Email).

deals
  • Create deal
    Destination
    Not retried automatically

    Creates a deal with standard and custom fields.

  • Get deal
    Source

    One deal with all fields, subforms and line items.

  • List deals
    Source
    Incremental

    Deals from the Deals module with standard and custom fields; optionally only records modified since a time.

  • Update deal
    Destination
    Duplicate protected

    Updates only the mapped fields of a deal.

  • Upsert deal
    Destination
    Duplicate protected

    Creates or updates a deal, matching on duplicate-check fields (default Deal_Name).

fields
  • List fields
    Source

    Field metadata for a module: API name, data type, picklist values, custom flag.

invoices
  • Create invoice
    Destination
    Not retried automatically

    Creates a invoice with standard and custom fields.

  • Get invoice
    Source

    One invoice with all fields, subforms and line items.

  • List invoices
    Source
    Incremental

    Invoices from the Invoices module with standard and custom fields; optionally only records modified since a time.

  • Update invoice
    Destination
    Duplicate protected

    Updates only the mapped fields of a invoice.

leads
  • Create lead
    Destination
    Not retried automatically

    Creates a lead with standard and custom fields.

  • Get lead
    Source

    One lead with all fields, subforms and line items.

  • List leads
    Source
    Incremental

    Leads from the Leads module with standard and custom fields; optionally only records modified since a time.

  • Update lead
    Destination
    Duplicate protected

    Updates only the mapped fields of a lead.

  • Upsert lead
    Destination
    Duplicate protected

    Creates or updates a lead, matching on duplicate-check fields (default Email).

meetings
  • Create meeting
    Destination
    Not retried automatically

    Creates a meeting with standard and custom fields.

  • Get meeting
    Source

    One meeting with all fields, subforms and line items.

  • List meetings
    Source
    Incremental

    Meetings from the Events module with standard and custom fields; optionally only records modified since a time.

  • Update meeting
    Destination
    Duplicate protected

    Updates only the mapped fields of a meeting.

modules
  • List modules
    Source

    Modules with API names, labels and API support flags, including custom modules.

notes
  • Add record note
    Destination
    Not retried automatically

    Adds a note to a record.

  • List record notes
    Source

    Notes attached to a record.

products
  • Create product
    Destination
    Not retried automatically

    Creates a product with standard and custom fields.

  • Get product
    Source

    One product with all fields, subforms and line items.

  • List products
    Source
    Incremental

    Products from the Products module with standard and custom fields; optionally only records modified since a time.

  • Update product
    Destination
    Duplicate protected

    Updates only the mapped fields of a product.

  • Upsert product
    Destination
    Duplicate protected

    Creates or updates a product, matching on duplicate-check fields (default Product_Name).

quotes
  • Create quote
    Destination
    Not retried automatically

    Creates a quote with standard and custom fields.

  • Get quote
    Source

    One quote with all fields, subforms and line items.

  • List quotes
    Source
    Incremental

    Quotes from the Quotes module with standard and custom fields; optionally only records modified since a time.

  • Update quote
    Destination
    Duplicate protected

    Updates only the mapped fields of a quote.

records
  • Create module record
    Destination
    Not retried automatically

    Creates a record in any module, including custom modules.

  • Get module record
    Source

    One record of any module with all fields.

  • List module records
    Source
    Incremental

    Records of any API-supported module, including custom modules.

  • Query records (COQL)
    Source
    Incremental

    Runs a validated COQL select over one module with conditions, ordering and paging.

  • Update module record
    Destination
    Duplicate protected

    Updates the mapped fields of a record in any module.

  • Upsert module record
    Destination
    Duplicate protected

    Creates or updates a record in any module matched on the given unique fields.

sales orders
  • Create sales order
    Destination
    Not retried automatically

    Creates a sales order with standard and custom fields.

  • Get sales order
    Source

    One sales order with all fields, subforms and line items.

  • List sales orders
    Source
    Incremental

    Sales orders from the Sales_Orders module with standard and custom fields; optionally only records modified since a time.

  • Update sales order
    Destination
    Duplicate protected

    Updates only the mapped fields of a sales order.

tasks
  • Create task
    Destination
    Not retried automatically

    Creates a task with standard and custom fields.

  • Get task
    Source

    One task with all fields, subforms and line items.

  • List tasks
    Source
    Incremental

    Tasks from the Tasks module with standard and custom fields; optionally only records modified since a time.

  • Update task
    Destination
    Duplicate protected

    Updates only the mapped fields of a task.

users
  • List users
    Source

    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.