Zoho CRM
Read, search, and manage Zoho CRM records across any module — leads, contacts, deals and custom modules — plus COQL queries, notes, related lists, users, and organization details.
Tools18
zoho-crm__get_current_userFreeFetch the connected Zoho CRM user (id, full name, email, role, profile, zuid).Fetch the connected Zoho CRM user (id, full name, email, role, profile, zuid).
zoho-crm__list_usersFreeList the CRM organization's users, optionally filtered by user type.List the CRM organization's users, optionally filtered by user type.
zoho-crm__get_organizationFreeFetch the connected CRM organization's details (company name, id, edition, licence counts).Fetch the connected CRM organization's details (company name, id, edition, licence counts).
zoho-crm__list_modulesFreeList the modules available in this CRM org, with their API names — start here when you do not know a module's API name.List the modules available in this CRM org, with their API names — start here when you do not know a module's API name.
zoho-crm__list_module_fieldsFreeList a module's field definitions (API names, data types, pick-list values) — use before writing records.List a module's field definitions (API names, data types, pick-list values) — use before writing records.
zoho-crm__list_recordsFreeList records in a module, with paging, sorting and an optional custom-view filter.List records in a module, with paging, sorting and an optional custom-view filter.
zoho-crm__get_recordFreeFetch a single record from a module by its id.Fetch a single record from a module by its id.
zoho-crm__search_recordsFreeSearch a module by criteria, email, phone or free-text word. Exactly one of those four is required.Search a module by criteria, email, phone or free-text word. Exactly one of those four is required.
zoho-crm__query_recordsFreeRun a read-only COQL query (SELECT … FROM module WHERE …) across CRM records. LIMIT defaults to 200, max 2000; paginate with 'LIMIT offset, limit'.Run a read-only COQL query (SELECT … FROM module WHERE …) across CRM records. LIMIT defaults to 200, max 2000; paginate with 'LIMIT offset, limit'.
zoho-crm__list_deleted_recordsFreeList a module's deleted records — recycle bin, permanently deleted, or both.List a module's deleted records — recycle bin, permanently deleted, or both.
zoho-crm__list_related_recordsFreeList a record's related-list records (e.g. a Deal's Contacts, an Account's Deals).List a record's related-list records (e.g. a Deal's Contacts, an Account's Deals).
zoho-crm__list_record_notesFreeList the notes attached to a record.List the notes attached to a record.
zoho-crm__create_recordsFreeCreate up to 100 records in a module. Use field API names from list_module_fields.Create up to 100 records in a module. Use field API names from list_module_fields.
zoho-crm__update_recordFreeUpdate the given fields on one existing record. Fields you omit are left as-is.Update the given fields on one existing record. Fields you omit are left as-is.
zoho-crm__upsert_recordsFreeInsert records, updating any that match on the duplicate-check fields instead of creating a second copy.Insert records, updating any that match on the duplicate-check fields instead of creating a second copy.
zoho-crm__delete_recordsFreeDelete up to 100 records from a module (moves them to the CRM recycle bin).Delete up to 100 records from a module (moves them to the CRM recycle bin).
zoho-crm__create_noteFreeAttach a note to a record.Attach a note to a record.
zoho-crm__convert_leadFreeConvert a Lead into a Contact (and optionally an Account and a Deal). The lead stops being a lead — this cannot be undone from the API.Convert a Lead into a Contact (and optionally an Account and a Deal). The lead stops being a lead — this cannot be undone from the API.
