Zoho CRM Toolkit
The Zoho CRM Toolkit is a workflow node. Its tools include Zoho Crm Get Modules, Zoho Crm Describe Module, Zoho Crm Get Records, and Zoho Crm Manage Records, plus 2 more listed below. Connect a Zoho CRM account before you use any of these tools. Type @ in a field when the value should come from an earlier step.
Authentication
Every Zoho CRM tool needs a connected account before it can run. On the node, open Zoho CRM Account.
- Choose Use my Zoho CRM account or Use team account.
- If no personal account is connected, click Connect Zoho CRM Account and finish sign-in.
- For a team account, choose Use team account and pick one from Team account. The list shows accounts already connected for the project.
Tools
Zoho Crm Get Modules
Runs the zoho crm get modules tool.
| Field | Required | Description |
|---|---|---|
| Zoho CRM Account | Yes | Select your personal or team Zoho CRM account. |
Zoho Crm Describe Module
Runs the zoho crm describe module tool.
| Field | Required | Description |
|---|---|---|
| Zoho CRM Account | Yes | Select your personal or team Zoho CRM account. |
| Module Name | Yes | CRM module to describe. Allowed values: Leads, Contacts, Deals, Accounts, Tasks, Calls, Events, Campaigns, Cases, Solutions, Products, Vendors, Price_Books, Quotes, Sales_Orders, Purchase_Orders, Invoices, Notes. Type @ to select a variable. |
Zoho Crm Get Records
Runs the zoho crm get records tool.
| Field | Required | Description |
|---|---|---|
| Zoho CRM Account | Yes | Select your personal or team Zoho CRM account. |
| Module Name | Yes | CRM module to fetch records from. Allowed values: Leads, Contacts, Deals, Accounts, Tasks, Calls, Events, Campaigns, Cases, Solutions, Products, Vendors, Price_Books, Quotes, Sales_Orders, Purchase_Orders, Invoices, Notes. Type @ to select a variable. |
| Fields | No | Comma-separated field API names to return (e.g. 'Full_Name,Email,Phone'). If empty, returns default fields. Default is null. Type @ to select a variable. |
| Sort By | No | Field API name to sort by (e.g. 'Created_Time', 'Modified_Time'). Default is null. Type @ to select a variable. |
| Sort Order | No | Sort order: 'asc' or 'desc'. Default is desc. Type @ to select a variable. |
| Page | No | Page number for pagination (starts at 1). Default is 1. |
| Per Page | No | Records per page (max 200). Default is 50. |
Zoho Crm Manage Records
Runs the zoho crm manage records tool.
| Field | Required | Description |
|---|---|---|
| Zoho CRM Account | Yes | Select your personal or team Zoho CRM account. |
| Operation | No | Operation to perform. Allowed values: insert, update, upsert, delete. Default is insert. Type @ to select a variable. |
| Module Name | Yes | API name of the module (e.g. 'Leads', 'Contacts', 'Deals'). Type @ to select a variable. |
| Records | Yes | List of record objects. For insert: [{'Last_Name':'Smith','Email':'a@b.com'}]. For update/upsert: include 'id' field. For delete: [{'id':'12345'}]. |
| Duplicate Check Fields | No | Fields to check for duplicates during upsert (e.g. ['Email']). Only used with 'upsert' operation. Default is null. |
Zoho Crm Search Records
Runs the zoho crm search records tool.
| Field | Required | Description |
|---|---|---|
| Zoho CRM Account | Yes | Select your personal or team Zoho CRM account. |
| Module Name | Yes | API name of the module to search in (e.g. 'Leads', 'Contacts', 'Deals'). Type @ to select a variable. |
| Criteria | No | Search criteria (e.g. '(Email:equals:john@example.com)' or '(Last_Name:starts_with:Sm)'). Operators: equals, starts_with, contains, greater_than, less_than, between, in. Default is null. |
| No | Search by email address (shortcut — overrides criteria if set). Default is null. Type @ to select a variable. | |
| Phone | No | Search by phone number (shortcut — overrides criteria if set). Default is null. Type @ to select a variable. |
| Word | No | Search by keyword across all text fields (shortcut — overrides criteria if set). Default is null. Type @ to select a variable. |
| Page | No | Page number for pagination. Default is 1. |
| Per Page | No | Records per page (max 200). Default is 50. |
Zoho Crm Custom API Call
Runs the zoho crm custom api call tool.
| Field | Required | Description |
|---|---|---|
| Zoho CRM Account | Yes | Select your personal or team Zoho CRM account. |
| Method | Yes | HTTP method (GET, POST, PUT, DELETE). Allowed values: GET, POST, PUT, DELETE. Type @ to select a variable. |
| Endpoint | Yes | API endpoint path relative to /crm/v7/ (e.g. 'Leads', 'Contacts/search', 'settings/modules'). Type @ to select a variable. |
| Params | No | Query parameters as JSON object. Default is null. |
| Body | No | Request body as JSON object (for POST/PUT). Default is null. |
See all integrations on the toolkits overview.