Zoho CRM connector icon

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.

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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.

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.

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.

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
Authentication
OAuth 2.0
Credentials

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 →

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 method
OAuth 2.0
Credential 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

COMMON QUESTIONS

Frequently asked questions

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.

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.

Yes: Cyclr stores the OAuth client credentials centrally and lets you install the connector per tenant, enabling multi-tenant, in-app Zoho integrations.

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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