Integrations
Zoho CRM integration
Your Zoho CRM.In your agent.
Connect Zoho CRM to Claude Code, Codex, Cursor or any MCP agent through CoreSpeed. Your agent searches leads, contacts and deals, runs read-only COQL queries, and reads a record's notes and related lists. It uses your own Zoho CRM account and permissions. Creating, updating or converting a record is a separate call that approvals can hold.
Give this to your agent
set up https://corespeed.io/SKILL.mdConnect Zoho CRM after setup. Access follows the connected account and its permissions.
Fewer saved views.Faster answers.
Requests you can make once Zoho CRM is connected. The data is fictional.
- Zoho CRMLeads
- WebDylan · Corvid LabsContacted
- EventJessica · BrightwaveNo note
- ReferralReid · Alder StudioNew
See the new leads
From the modules you can see
Approval requestWaiting
Claude Code for Drew
zoho-crm__convert_lead
“Convert Dylan at Corvid Labs into a contact, an account and a deal.”
Policy: Ask before converting a Zoho CRM lead.
ApproveDeny
Convert a lead, with a check
Held for approval
- Zoho CRMNotes
Corvid Labs
- Demo done. The team liked the reporting.
- Questions on pricing for 25 seats.
- Next: send the security review.
Read the record's history
Read only · Nothing changed
Query the CRM.Call the right lead.
Let your agent query the leads, read their notes and owners, and hand back a call list you can work from.
Reads fromZoho CRM
All connectors →In Zoho CRM, find the leads created this week that have no note yet, with their owners. Draft a short call list. Do not convert or change any leads.
zoho-crm__query_recordsok
11 leads created this week
Keep your agent.Bring your work.
One CoreSpeed account, across compatible agents.
- 1
Set up CoreSpeed
Give your agent the setup line. It adds CoreSpeed and signs you in.
- 2
Connect Zoho CRM
Authorize the account and the content you need.
- 3
Start with one task
Ask for a summary, a brief, or a draft. Review the answer.
Setup guidesClaude CodeCodexCursor