--- title: "Zoho CRM Connector | Embedded iPaaS" description: "Embed Zoho CRM to create, sync and react to Leads, Contacts and Deals inside your SaaS with Cyclr's low-code orchestration." url: "https://cyclr.com/integrate/zoho-crm" canonical: "https://cyclr.com/integrate/zoho-crm" served_via: "https://cyclr.com/.well-known/agent-markdown" --- ![Zoho CRM connector icon](https://cyclr.com/nitropack_static/sXmTfWgCNjOnvnYlyrLZVbIAkjEZnoiJ/assets/images/optimized/rev-31a2a0c/cyclr.com/wp-content/uploads/2022/03/ext-640.png) # Zoho CRM Connector Embed Zoho CRM into your SaaS to create, update and search Leads, Contacts and Deals, sync account data and trigger workflows from CRM events using Cyclr’s low-code orchestration. [Build with this Connector](https://cyclr.com/get-started) [Talk to an integration expert](https://cyclr.com/get-started/) AuthenticationOAuth 2.0Connector typeCRMsAvailable inCyclr Console ActionsMCP toolsWorkflows 01 ## Faster time to market Publish Zoho integrations days not months. 02 ## Reusable orchestration Build once and deploy across customer accounts. 03 ## Governed MCP tools Expose vetted Zoho actions as managed product tools. 04 ## Embedded experience Deliver customer-facing workflows natively inside your SaaS product. CONNECTOR OVERVIEW ## Overview Integrate Zoho CRM to create and synchronize Leads, Contacts, Deals and custom-module records, run COQL queries and receive CRM webhook events. Cyclr lets product teams build multi-tenant, in-app integrations, centralize OAuth credentials, handle pagination and expose reusable workflows to customers without heavy engineering effort. ### Why use Cyclr? Cyclr delivers embedded integrations and reusable orchestration so teams can publish Zoho CRM automations inside your app, govern tenant installs, centrally store Zoho client credentials and expose vetted methods as governed tools for product teams and customers. PRODUCT USE CASES ## Use cases Use Cyclr to publish Zoho CRM automations for many customers: capture web leads into Zoho, sync contact updates across apps, advance Deals from product events, and run incremental exports for BI and backups. ### Create Leads from webforms Map signup or marketing form fields to Zoho Leads to create new Lead records via the Zoho CRM create-records API. ### Advance deal stages from product events Update Deals module stage when an in-app event occurs, keeping CRM pipeline and product data in sync. ### Two-way contact synchronization Sync Contacts and Account updates between Zoho CRM and external systems using create, update and search APIs. ORCHESTRATION ## How Zoho CRM works with Cyclr Cyclr sits between your SaaS product and Zoho CRM to handle authentication, govern access and orchestrate every API call per customer, at scale. 1. 1 ### Your SaaS product Your app requests an action for a specific customer. 2. 2 ### Cyclr orchestration Cyclr authenticates, applies policies and routes the request. 3. 3 ### Zoho CRM Zoho CRM processes the request and returns a response to your app. Customer-specific authentication · Governed data movement · Centralized visibility and audit CONNECTOR COVERAGE ## Available connector capabilities Explore Zoho CRM methods you can orchestrate through Cyclr. Search connector methods INTEGRATIONS + MCP TOOLS ### Use any Zoho CRM method in an integration or as an MCP tool Every available connector method can be added to an integration workflow built with Cyclr or exposed as a governed MCP tool. Use the same multi-tenant authentication, orchestration and governance layer to deliver customer-facing integrations and AI-agent capabilities inside your SaaS product. [Explore MCP PaaS](https://cyclr.com/product/mcp-paas/) Custom Objects7 ### Search Records Action Search records using the specified filter. ### List Fields Metadata Action Lists fields metadata for the specified module. ### List Updated Records Action Lists objects updated since last run. ### List New Records Action Lists objects created since last run. ### List Records Action Lists all the records for the given custom object. ### Create Records Action Create new records. ### Update Records Action Update the specified records. Organizations6 ### Get Organization By Company Name Action Gets an organization by company name. ### List Organizations Action Lists all organizations. ### Get Organization Action Gets an organization. ### Get Organization Photo Action Retrieve the photo or logo of your organization. ### Delete Organization Photo Action Delete the photo or logo of your organization. ### Upload Organization Photo Action Uploads and updates the photo of the organization. Vendors7 ### Delete Vendor Action Delete a Vendor. ### Update Vendor Action Updates a vendor. ### List Vendor Notes Action Lists all notes for the specified vendor. ### Create Vendor Action Creates a vendor. ### Get Vendor Action Gets a vendor. ### List Vendors Action Lists all vendors. ### List New/Updated Vendors Action Lists all vendors created and updated since the last run. Deals12 ### List Deal Contact Roles Action Lists the Contact roles of the specified Deal. ### Upsert Deal Action Creates or updates a deal.. ### Search Updated Deals Action Search Updated Deals with the specified filter. ### Search Deals Action Search Deals with the specified filter. ### List New Deals Action Lists all deals created since the last run. ### List Deals by Contact Action Lists all deals with the specified contact ID. ### List Deal Tasks Action Lists all tasks for the specified deal. ### Create Deal Action Creates a deal. ### Delete Deal Action Delete the Deal with the specified ID. ### List Deals Action Lists all deals. ### List New/Updated Deals Action Lists all deals created or updated since the last run. ### List Deal Notes Action Lists all notes for the specified deal. Calls9 ### Update Call Action Update a call record with the specified ID. ### Create Call Action Create a new call record. ### List Call Notes Action Lists all notes for the specified call. ### List New Calls Action List all call records created since the last run. ### List Updated Calls Action List all call records updated since the last run. ### Delete Call Action Delete the call record with the specified ID. ### List Calls Action List all calls. ### Get Call Action Return the call record with the specified ID. ### Search Calls Action Lists all calls matching the search criteria. Leads15 ### List New Leads Action Lists all leads created since the the last run. ### Create Lead Action Creates a new lead. ### List Deleted Leads Action Lists all deleted leads. ### List New Deleted Leads Action Lists all leads deleted since the last run. ### Get Lead Action Gets a lead. ### Delete Lead Action Deletes a lead. ### Search Leads Action Lists all leads matching the search criteria. ### List Lead Related Records Action Lists the related records for the specified lead. ### List Leads Action Lists all leads. ### List New/Updated Leads Action Lists all Leads created and updated since the last run. ### Get Lead by Email Action Gets a lead by email address. ### List Updated Leads Action Lists all Leads updated since the last run. ### Update Lead Action Updates a lead. ### List Lead Notes Action Lists all notes for the specified lead. ### Create Lead Notes Action Creates lead notes for a specific record. Products8 ### List Products Action List all products. ### List New Products Action Lists all products created since the last run. ### Create Product Action Creates a new product. ### List Product Notes Action Lists all notes for the specified product. ### Update Product Action Updates a product. ### Get Product Action Gets a product. ### List New/Updated Products Action Lists all products created and updated since the last run. ### Delete Product Action Deletes a produc. Tasks8 ### Update Task Action Updates a task. ### List Tasks Action Lists all tasks. ### Get Task Action Gets a task. ### List New Tasks Action Lists all tasks created since the last run. ### List New/Updated Tasks Action Lists all tasks created and updated since the last run. ### List Task Notes Action Lists all notes for the specified task. ### Delete Task Action Deletes a task. ### Create Task Action Creates a new task. Events8 ### Create Event Action Creates an event. ### List Events Action Lists all events. ### List New/Updated Events Action Lists all events created and updated since the last run. ### List Event Notes Action Lists all notes for the specified event. ### List New Events Action Lists all Events created since the last run. ### Get Event Action Gets an event . ### Update Event Action Updates an event. ### Delete Event Action Deletes an event. Roles5 ### Get Role Action Retrieve the details of a specific Role ### Delete Role Action Delete a role and transfer the users to a new role in your organization. ### List Roles Action Lists all roles. ### Update Role Action Update the details of a role in your organization. ### Create Role Action Create a new role for your organization. Campaigns8 ### Get Campaign Action Gets a campaign. ### Create Campaign Action Creates a new campaign. ### List Campaign Notes Action Lists all notes for the specified campaign. ### List New Campaigns Action Lists all campaigns created since the last run. ### Delete Campaign Action Deletes a campaign. ### List Campaigns Action Lists all campaigns. ### List New/Updated Campaigns Action Lists all Campaigns created and updated since last run. ### Update Campaign Action Updates a campaign. Accounts16 ### Create Account Action Creates an account. ### List Accounts Action Lists all accounts. ### List Accounts by Deal Action Lists all accounts by deal. ### List Account Tasks Action Lists all tasks for the specified account. ### Upsert Account Action Creates or updates an account. ### Delete Account Action Deletes an account. ### Get Account Action Gets an account. ### List New Deleted Accounts Action Lists all accounts deleted since the last run. ### List New Accounts Action Lists all Accounts created since the last run. ### List Account Notes Action Lists all notes for the specified account. ### List New/Updated Accounts Action Lists all accounts created and updated since the last run. ### Update Account Action Updates an account. ### List Updated Accounts Action Lists all accounts updated since the last run. ### List Account Contacts Action Lists all Contacts for a specified Account ### List New Account Contacts Action Lists all Contacts for a specified Account created since last run. ### List Updated Account Contacts Action Lists all Contacts for a specified Account updated since last run. Cases8 ### List Case Notes Action Lists all notes for the specified case. ### List New Cases Action Lists all cases created since the last run. ### List Cases Action Lists all cases. ### Delete Case Action Deletes a case. ### Get Case Action Gets a case. ### List Updated Cases Action Lists all cases updated since the last run. ### Create Case Action Creates a case. ### Update Case Action Updates a case. Users6 ### Update User Action Update the details of a user in your organization. ### Delete User Action Delete a user from your organization. ### Get User Action Gets an user. ### List Users Action Lists all users. ### Create User Action Create a new user in your organization. ### List New/Updated Users Action Lists all users created and updated since the last run. Contacts16 ### List New Contacts Action Lists all contacts created since the last run. ### Delete Contact Action Deletes a contact. ### Associate Contact to Campaign Action Associates a contact to campaign. ### List Contacts by Campaign Action Lists all contacts by campaign. ### List Contacts by Email Address Action Lists all contacts by email address. ### Search Contacts Action Lists all contacts matching the search criteria. ### Create Contact Action Creates a contact. ### List Contacts Action Lists all contacts. ### Get Contact Action Gets a contact. ### Delete Associated Contact from Campaign Action Deletes a contact from campaign. ### List New and Updated Contacts Action Lists all contacts created or updated since the last run. ### List New Deleted Contacts Action Lists all contacts deleted since the last run. ### List Contact Notes Action Lists all notes for the specified contact. ### List Updated Contacts Action Lists all contacts updated since the last run. ### List Deleted Contacts Action Lists all deleted contacts. ### Update Contact Action Updates a contact. Notes5 ### Create Notes Action Creates a new note. ### Delete Note Action Deletes a Note with the specified ID. ### List New Notes Action Lists all notes created since the last run. ### List New/Updated Notes Action Lists all Notes created updated since last run. ### List Notes Action Lists all notes. Potentials7 ### Update Potential Action Updates a potential. ### Delete Potential Action Deletes a potential. ### List New Potentials Action Lists all Potentials created since the last run. ### List New/Updated Potentials Action Lists all potentials created and updated since the last run. ### Get Potential Action Gets a potential. ### Create Potential Action Creates a new potential. ### List Potentials Action Lists all potentials. Custom Views1 ### List Custom Views Action List all custom views for the specifed module. Profiles5 ### Create Profile Action Retrieve a new user Profile. ### Update Profile Action Update an existing Profile. ### List Profiles Action Retrieve a list of user profiles. ### Get Profile Action Retrieve a specific user Profile. ### Delete Profile Action Transfer users to a new profile and delete the old one. Modules2 ### List Module Relations Action Lists the relations available for the specified module. ### List Modules Action Lists all the modules available. Utilities1 ### Update Last Successful Run Date Script Updates the last successful run date to a given date in ISO Format. View more method groups (15 more) ### Can’t find the method your integration needs? Cyclr can extend this connector with additional API methods to support your integration requirements. [Get in touch](https://cyclr.com/contact/) TECHNICAL DETAILS ## Zoho CRM integration and API details Review the sourced authentication and API behaviour used when configuring customer-facing Zoho CRM integrations in Cyclr. ### API and authentication API host`https://www.zohoapis.com`AuthenticationOAuth 2.0Credentials Client ID; Client Secret; Zoho domain; optional OAuth scopes Method categories CRUD records; Search/COQL; Query; Bulk read/write; Webhooks; Metadata and settings [View vendor API documentation →](https://www.zoho.com/crm/developer/docs/api/v8/?utm_source=cyclr) ### Pagination and rate limits #### Pagination API returns paged results with info.more_records and page/per_page; search/COQL endpoints cap results (commonly 200 per call). #### Rate limits Zoho uses daily API credits and concurrency limits per edition; heavy APIs have sub-concurrency rules. IMPLEMENTATION ## Authentication at a glance Zoho CRM uses OAuth 2.0. Cyclr requires a Zoho Client ID and Client Secret (server-based app) and stores them for connector installs and token exchange. Authentication methodOAuth 2.0Credential required Client ID; Client Secret; Zoho domain; optional OAuth scopes **Before you begin:** Register a server-based OAuth client, set correct redirect and Zoho domain. [View setup guide](https://community.cyclr.com/connector-guides/zoho/zoho-setup) AI INTEROPERABILITY ## Use Zoho CRM methods in MCP servers Cyclr can expose any available Zoho CRM connector method as a governed MCP tool. - Expose connector methods as MCP tools - Combine them with your product data and other connectors - Apply tenant-aware access and governance - Orchestrate end-to-end MCP-triggered workflows [Explore MCP PaaS](https://cyclr.com/product/mcp-paas/) COMMON QUESTIONS ## Frequently asked questions What can the Zoho CRM connector integrate or automate? *↓* It can create, update and search Leads, Contacts, Deals and custom-module records, run COQL queries, perform bulk read/write jobs and receive webhook events to trigger workflows. How does authentication work for the Zoho CRM connector? *↓* OAuth 2.0: Cyclr uses a Zoho Client ID and Client Secret (server-based OAuth) to obtain access and refresh tokens; scopes are configurable during setup. Can I embed the Zoho CRM connector for many customer accounts? *↓* Yes: Cyclr stores the OAuth client credentials centrally and lets you install the connector per tenant, enabling multi-tenant, in-app Zoho integrations. Can supported Zoho methods be exposed as governed MCP tools? *↓* Yes: Cyclr workflows and connector methods can be published as governed, reusable product tools so product teams control which Zoho actions customers can run. 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All rights reserved. Registered business number: 08790783. 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