Zoho CRM

Remove tags from one or more records in Zoho CRM

Get a specific case by ID from Zoho CRM

Get the currently authenticated user in Zoho CRM

List all profiles in Zoho CRM

Get a specific profile by ID from Zoho CRM

List all roles in Zoho CRM

Get a specific role by ID from Zoho CRM

List vendors from Zoho CRM with pagination

Get a specific vendor by ID from Zoho CRM

List price books from Zoho CRM with pagination

Get a specific price book by ID from Zoho CRM

List support cases from Zoho CRM with pagination

List activities (calls, emails, tasks, etc.) from the CRM. Args: - recordId: Filter by associated record ID (contact, company, or deal) - limit: Number of activities to return (1-100, default: 20) - cursor: Pagination cursor - format: Response format Returns: Paginated list of activities.

Log a phone call in the CRM. Args: - contactId: Contact ID the call was with - subject: Call subject/title - notes: Call notes/summary - durationMinutes: Call duration in minutes Returns: The created call activity.

Log an email in the CRM. Args: - contactId: Contact ID the email was with - subject: Email subject - body: Email body content - direction: 'sent' for outgoing, 'received' for incoming Returns: The created email activity.

Create a task in the CRM. Args: - subject: Task subject/title - body: Task description - dueDate: Due date (ISO 8601) - contactIds: Associated contact IDs - companyId: Associated company ID - dealId: Associated deal ID Returns: The created task.

List leads from Zoho CRM with pagination

List attachments for a specific record in Zoho CRM

Delete an attachment from Zoho CRM

Create a bulk read job to export records from Zoho CRM

Get the status of a bulk read job in Zoho CRM

Create a bulk write job to import records into Zoho CRM. Note: You must first upload a file using the Zoho Files API to get a fileId.

Get the status of a bulk write job in Zoho CRM

List campaigns from Zoho CRM with pagination

Get a specific campaign by ID from Zoho CRM

Create a new campaign in Zoho CRM

Update an existing campaign in Zoho CRM

Delete a campaign from Zoho CRM

Search for campaigns in Zoho CRM

Create a new support case in Zoho CRM

Update an existing case in Zoho CRM

Delete a case from Zoho CRM

Search for cases in Zoho CRM

List companies from the CRM with pagination. Args: - limit: Number of companies to return (1-100, default: 20) - cursor: Pagination cursor from previous response - format: Response format ('json' or 'markdown') Returns: Paginated list of companies.

Get a single company by ID. Args: - id: The company ID - format: Response format Returns: The company record with all available fields.

Create a new company in the CRM. Args: - name: Company name (required) - domain: Company domain/website - industry: Industry classification - description: Company description - numberOfEmployees: Number of employees - type: Company type (prospect, customer, partner, etc.) - phone: Phone number Returns: The created company record.

Update an existing company. Args: - id: Company ID to update - name: New company name - domain: New domain - industry: New industry - description: New description - numberOfEmployees: New employee count - type: New company type - phone: New phone number Returns: The updated company record.

List contacts from the CRM with pagination. Returns a paginated list of contacts. Use the cursor from the response to fetch the next page. Args: - limit: Number of contacts to return (1-100, default: 20) - cursor: Pagination cursor from previous response - format: Response format ('json' or 'markdown') Returns: JSON format: { items: Contact[], count, total, hasMore, nextCursor } Markdown format: Formatted table of contacts

Get a single contact by ID. Args: - id: The contact ID - format: Response format ('json' or 'markdown') Returns: The contact record with all available fields.

Create a new contact in the CRM. Args: - email: Email address (required) - firstName: First name - lastName: Last name - phone: Phone number - title: Job title - companyId: Associated company ID - source: Lead source Returns: The created contact record.

List products from Zoho CRM with pagination

Update an existing contact. Args: - id: Contact ID to update - email: New email address - firstName: New first name - lastName: New last name - phone: New phone number - title: New job title - companyId: New associated company ID Returns: The updated contact record.

Delete a contact from the CRM. Args: - id: Contact ID to delete Returns: Confirmation of deletion.

Search for contacts matching criteria. Args: - query: Search query string - limit: Maximum results to return - format: Response format Returns: Paginated list of matching contacts.

Execute a COQL (CRM Object Query Language) query in Zoho CRM. COQL is SQL-like syntax for querying Zoho CRM data.

List deals/opportunities from the CRM with pagination. Args: - limit: Number of deals to return (1-100, default: 20) - cursor: Pagination cursor from previous response - format: Response format ('json' or 'markdown') Returns: Paginated list of deals.

Get a single deal by ID. Args: - id: The deal ID - format: Response format Returns: The deal record with all available fields.

Get a specific lead by ID from Zoho CRM

Create a new deal in the CRM. Args: - name: Deal name (required) - amount: Deal value - currency: Currency code (e.g., 'USD', 'AUD') - stageId: Pipeline stage ID - pipelineId: Pipeline ID - closeDate: Expected close date (ISO 8601) - companyId: Associated company ID - contactIds: Associated contact IDs Returns: The created deal record.

Update an existing deal. Args: - id: Deal ID to update - name: New deal name - amount: New deal value - currency: New currency code - stageId: New pipeline stage ID - closeDate: New expected close date - status: Deal status ('open', 'won', 'lost') - closeReason: Reason for won/lost Returns: The updated deal record.

Move a deal to a different pipeline stage. Args: - id: Deal ID - stageId: Target stage ID Returns: The updated deal record.

List available deal pipelines and their stages. Returns: Array of pipelines with their stages.

List events (meetings) from Zoho CRM with pagination

Get a specific event by ID from Zoho CRM

Create a new event (meeting) in Zoho CRM

Update an existing event in Zoho CRM

Delete an event from Zoho CRM

Search for events in Zoho CRM

List invoices from Zoho CRM with pagination

Get a specific invoice by ID from Zoho CRM

Create a new invoice in Zoho CRM

Update an existing invoice in Zoho CRM

Delete an invoice from Zoho CRM

Search for invoices in Zoho CRM

Create a new lead in Zoho CRM

Update an existing lead in Zoho CRM

Delete a lead from Zoho CRM

Search for leads in Zoho CRM

Get a specific product by ID from Zoho CRM

Search for quotes in Zoho CRM

Convert a lead to contact, account, and optionally a deal

List all modules available in Zoho CRM

Get detailed metadata for a specific module in Zoho CRM

Get all fields for a specific module in Zoho CRM

Get all layouts for a specific module in Zoho CRM

Get all custom views for a specific module in Zoho CRM

Get all related lists for a specific module in Zoho CRM

List notes from Zoho CRM with pagination

Get a specific note by ID from Zoho CRM

Create a new note in Zoho CRM

Update an existing note in Zoho CRM

Delete a note from Zoho CRM

Get all notes for a specific record in Zoho CRM

Enable notifications (webhook) for specific events in Zoho CRM

Disable a notification channel in Zoho CRM

Create a new price book in Zoho CRM

Update an existing price book in Zoho CRM

Delete a price book from Zoho CRM

Delete a quote from Zoho CRM

Create a new product in Zoho CRM

Update an existing product in Zoho CRM

Delete a product from Zoho CRM

Search for products in Zoho CRM

List purchase orders from Zoho CRM with pagination

Get a specific purchase order by ID from Zoho CRM

Create a new purchase order in Zoho CRM

Update an existing purchase order in Zoho CRM

Delete a purchase order from Zoho CRM

List quotes from Zoho CRM with pagination

Get a specific quote by ID from Zoho CRM

Create a new quote in Zoho CRM

List all users in Zoho CRM

Get a specific user by ID from Zoho CRM

Update an existing quote in Zoho CRM

Get related records for a specific record in Zoho CRM

Link a related record to a parent record in Zoho CRM

Unlink a related record from a parent record in Zoho CRM

List sales orders from Zoho CRM with pagination

Get a specific sales order by ID from Zoho CRM

Create a new sales order in Zoho CRM

Update an existing sales order in Zoho CRM

Delete a sales order from Zoho CRM

List solutions from Zoho CRM with pagination

Get a specific solution by ID from Zoho CRM

Create a new solution in Zoho CRM

Update an existing solution in Zoho CRM

Delete a solution from Zoho CRM

Search for solutions in Zoho CRM

List all tags for a specific module in Zoho CRM

Create a new tag in Zoho CRM

Delete a tag from Zoho CRM

Add tags to one or more records in Zoho CRM

Create a new vendor in Zoho CRM

Update an existing vendor in Zoho CRM

Delete a vendor from Zoho CRM

Search for vendors in Zoho CRM