Integrate Zoho CRM

Provide your users with in-app integration with Zoho CRM

Zoho CRM connector

Zoho CRM

Reach out to prospects at the right moment and engage them across every channel. Zoho CRM helps businesses of all sizes close more deals the smarter way.

Zoho CRM Connector Methods

Accounts

Feature Description Type
Delete Account Delete an account from Zoho CRM, please note this does not permanently delete the account, it just moves it to the recycle bin. Action
Create Account Create a new account inside Zoho CRM. Action
Get Accounts Get accounts from Zoho CRM. Action
Update Account Update an account in Zoho CRM. Action
Get Account Get details of a single account from Zoho CRM. Action

Potentials

Feature Description Type
Get New/Updated Potentials Get potentials from Zoho CRM that have recently been created or updated. Action
Create Potential Create a potential in Zoho CRM. Action
Delete Potential Create a potential in Zoho CRM. Action
Get Potential Get a potential from Zoho CRM. Action
Get Potentials Get potentials from Zoho CRM. Action
Update Potential Update a potential in Zoho CRM. Action

Tasks

Feature Description Type
Get Tasks Get tasks from Zoho CRM. Action
Create Task Create a task in Zoho CRM. Action
Update Task Update a task in Zoho CRM. Action
Get Task Get a task from Zoho CRM. Action
Delete Task Delete a task from Zoho CRM. Action

Events

Feature Description Type
Get Events Get events from Zoho CRM. Action
Update Event Update an event in Zoho CRM. Action
Delete Event Delete an event from Zoho CRM, please note this does not permanently delete the event, it just moves it to the recycle bin. Action
Create Event Create an event in Zoho CRM. Action
Get Event Get an event from Zoho CRM. Action

Products

Feature Description Type
List New and Updated Products List products from Zoho CRM that have been created/updated since last run. Action
List Products List products from Zoho CRM. Action
Get Product Get a product from Zoho CRM. Action
Delete Product Delete a product in Zoho CRM, please note this does not permanently delete the product, it just moves it to the recycle bin. Action
Create Product Create a product in Zoho CRM. Action
Update Product Update a product in Zoho CRM. Action

Leads

Feature Description Type
Get Leads by Email Finds leads in Zoho CRM by email address. Action
Update Lead Update a lead in Zoho CRM. Action
Create Lead Create a lead in Zoho CRM. Action
Get New/Updated Leads Get a leads from Zoho CRM that have recently been created or updated. Action
Get Leads Get leads from Zoho CRM. Action
Delete Lead Delete a lead from Zoho CRM, please note this does not permanently delete the lead, it just moves it to the recycle bin. Action

Campaigns

Feature Description Type
Create Campaign Create a campaign in Zoho CRM. Action
Delete Campaign Delete a campaign in Zoho CRM, please note this does not permanently delete the campaign, it just moves it to the recycle bin. Action
Get Campaign Get a campaign from Zoho CRM. Action
Update Campaign Update a campaign in Zoho CRM. Action
Get Campaigns Get campaigns from Zoho CRM. Action

Organizations

Feature Description Type
List Organizations Get organizations from Zoho CRM. Action

Cases

Feature Description Type
Get Cases Get a case from Zoho CRM. Action
Get Case Get a case from Zoho CRM. Action
Update Case Update a case in Zoho CRM. Action
Create Case Create a case in Zoho CRM. Action
Delete Case Delete a case from Zoho CRM. Action

Contacts

Feature Description Type
Update Contact Update a contact in Zoho CRM. Action
Search Contacts Get contacts from Zoho CRM that match the search criteria. Action
Get Contacts by Campaign Get contacts by campaign from Zoho CRM. Action
Create Contact Create a contact in Zoho CRM. Action
Get New/Updated Contacts Get contacts from Zoho CRM that have recently been created or updated. Action
Associate Contact to Campaign Associate a contact to Campaign in Zoho CRM, Action
Get Contacts Get contacts from Zoho CRM. Action
Delete Associated Contact from Campaign Delete a contact from Campaign in Zoho CRM, Please note this does not permanently delete the contact. Action
Delete Contact Delete a contact from Zoho CRM, please note this does not permanently delete the contact, it just moves it to the recycle bin. Action
Get Contacts by Email Address Finds contacts in Zoho CRM by email address. Action
Get Contact By ID Gets the details of a specific contact identified by ID. Action

Roles

Feature Description Type
List Roles Get roles from Zoho CRM. Action

Vendors

Feature Description Type
List Vendors List vendors in Zoho CRM. Action
List New and Updated Vendors List vendors in Zoho CRM that have been created/updated since last run. Action
Update Vendor Update a vendor in Zoho CRM. Action
Create Vendor Create a vendor in Zoho CRM. Action
Get Vendor Get a vendor from Zoho CRM. Action

Users

Feature Description Type
List Users This method returns a list of users Action
Get User This method gets details of the specified user. Action
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