How to connect Zoho to Claude

Apply one or more existing tags to up to 500 records in a Zoho CRM module.

Add an existing sent or received email to a Zoho CRM record's history.

Converts a lead into a contact, account, and optionally a deal in Zoho CRM.

Count all records or records matching one filter in a Zoho CRM module.

Create an automation task with typed static, merge, date, or datetime mappings.

Creates a new contact record in Zoho CRM.

Create one to five custom fields in a Zoho CRM module.

Create one custom view for a Zoho CRM module.

Creates a new deal in Zoho CRM representing a sales opportunity with deal name, stage, amount, and closing date.

Creates email drafts for a specific record in Zoho CRM.

Creates a new Event record in Zoho CRM.

Creates a new lead record in Zoho CRM with the specified details.

Creates a new note attached to a specific record in Zoho CRM.

Creates new records in a specified module in Zoho CRM.

Creates a new tag in Zoho CRM for a specific module.

Deletes an existing account record from Zoho CRM.

Deletes a contact from Zoho CRM.

Deletes a deal record from Zoho CRM.

Delete one unsent email draft associated with a Zoho CRM record.

Move one Zoho CRM Event record to the recycle bin.

Move one Zoho CRM Lead record to the recycle bin.

Move one Zoho CRM note to the recycle bin.

Move up to 100 records from a Zoho CRM module to the recycle bin.

Delete one Zoho CRM tag definition by its tag ID.

Download one attachment from a Zoho CRM record as a file.

Download the binary profile photo attached to a supported CRM record.

Retrieves a specific Account record from Zoho CRM by its unique identifier.

Retrieve one assignment rule and its module-specific configuration.

Retrieve one configured Zoho CRM automation task and its field mappings.

Retrieve one Zoho CRM blueprint and optional configuration details.

Retrieves a specific Call record by its unique identifier from Zoho CRM.

Retrieves a single contact record by ID from Zoho CRM.

List custom views for a Zoho CRM module or inspect one view by ID.

Retrieve one Zoho CRM Deal by record ID without a field projection.

Retrieves email drafts associated with a specific record in Zoho CRM.

Retrieves a specific event record from Zoho CRM by its unique identifier.

Retrieves the list of from addresses configured for email operations in Zoho CRM.

List a kiosk's states or retrieve one state and its associated elements.

List layouts for a CRM module or retrieve one complete layout definition.

Retrieves field metadata for a Zoho CRM module including API names, data types, permissions, and configuration details.

Retrieves a single note by its unique identifier from Zoho CRM.

Retrieve pipeline and stage configuration for a Zoho CRM Deals layout.

Retrieve one Zoho CRM Product by record ID.

Retrieve one Zoho CRM permission profile and its expanded permissions.

Retrieve one record from a standard or custom Zoho CRM module by ID.

Retrieve one email associated with a Zoho CRM record, including its body.

Retrieves a page of emails associated with a specific record in Zoho CRM.

Retrieve chronological field and related-record history for a Zoho CRM record.

Retrieves related list metadata for a Zoho CRM module to discover correct api_name values.

Fetch related-list records (e.

Retrieves a specific task record by its ID from Zoho CRM.

Retrieves a Zoho CRM user by ID, including name, email, role, profile, status, and preferences.

Retrieve one configured Zoho CRM webform by ID.

Retrieve one Zoho CRM workflow rule and its complete configuration.

Retrieves records from a specified module in Zoho CRM.

Tool to retrieve users from Zoho CRM.

List roles or permission profiles configured in Zoho CRM.

Retrieves a list of account records from Zoho CRM with pagination and filtering support.

List Zoho CRM cadence definitions using optional filters.

Retrieves Call activity records from Zoho CRM with pagination support.

List trigger conditions for a module's rules in a connected workflow.

Retrieves contact records from Zoho CRM with support for pagination, filtering, and sorting.

Retrieves a list of deals from Zoho CRM with support for filtering, sorting, and pagination.

Lists events (meetings) from Zoho CRM with pagination and filtering support.

List configured Zoho CRM functions and their metadata.

Retrieves lead records from Zoho CRM's Leads module with pagination support.

Lists all available Zoho CRM modules (standard + custom) to reliably select module API names/IDs for operations.

Retrieves one paginated list of notes from Zoho CRM across all modules.

Tool to list attachment metadata (id, File_Name, Size, Created_Time, etc.

List the tags available for a Zoho CRM module.

Retrieves tasks from the Tasks module in Zoho CRM with support for filtering, pagination, and sorting.

List Zoho CRM configuration variables and their current values.

List and filter workflow rules configured in Zoho CRM.

Merge duplicate leads into a retained master lead and delete the child leads.

Search for Account records within Zoho CRM using server-side queries.

Search for Call records in Zoho CRM using server-side queries.

Search for contacts in Zoho CRM using server-side queries by criteria, email, phone, or keyword.

Search for Deal records in Zoho CRM using server-side queries.

Search for Events in Zoho CRM using server-side queries.

Search for lead records in Zoho CRM using server-side queries.

Search for notes in Zoho CRM using server-side queries.

Search for tasks in Zoho CRM using flexible criteria.

Search for records within a Zoho CRM module using server-side queries.

Updates an existing Account record in Zoho CRM with the specified field values.

Updates existing call records in the Calls module in Zoho CRM.

Update custom-field definitions; some changes can alter existing record values.

Update the configuration of one Zoho CRM custom view.

Updates an existing deal in Zoho CRM.

Updates an existing email draft associated with a record in Zoho CRM.

Updates existing events in Zoho CRM.

Update a custom layout's metadata, profile access, sections, or fields.

Updates existing lead records in Zoho CRM.

Updates an existing note in Zoho CRM.

Associates or updates relationships between records across different modules in Zoho CRM.

Update a Zoho CRM user's name, email, contact details, locale, time preferences, role, profile, or status by ID.

Replace one Zoho CRM webform configuration using the V8 path-ID route.

Update a Zoho CRM workflow rule's name, description, or activation status by ID.

Updates existing records in a specified module in Zoho CRM.

Tool to upload a file as an Attachment to a specific Zoho CRM record.

Set or replace the photo on a supported Zoho CRM record.

Insert or update up to 100 records using Zoho CRM duplicate matching.

Validates Zoho CRM credentials by retrieving current user information.