Zoho CRM
by Zoho Corporation
Connect agents to Zoho CRM to manage leads, contacts, accounts, deals, and automate sales workflows.
How agents use Zoho CRM
- ✓Score and classify incoming leads based on form data and behavior
- ✓Convert qualified leads to contacts and create deals automatically
- ✓Enrich CRM records with data from external sources
- ✓Generate sales pipeline reports by querying deal stages
- ✓Sync contacts between Zoho CRM and marketing platforms
Agent actions
Inputs: module, fields, criteria, sortBy, sortOrder, perPage, page
Returns: records, total, moreRecords
Inputs: module, recordId
Returns: record, id
Inputs: module, data
Returns: recordId, status, code
Inputs: module, recordId, data
Returns: status, record
Inputs: module, criteria, word, email, phone, perPage
Returns: records, total
Inputs: leadId, createDeal, dealName, dealAmount
Returns: contactId, accountId, dealId
Example workflows
Lead scoring and routing
Agent evaluates new leads and updates scores and assignments automatically
About Zoho CRM
- Vendor
- Zoho Corporation
- Pricing Always review details with the vendor
- Free / Paid — Free plan: up to 3 users. Standard from $14/user/month. Enterprise from $40/user/month.
- Authentication
- OAuth 2.0
- Rate limit Always review details with the vendor
- 60 requests / minute
- Compatible nodes
- AgentResourceInputOutput
- Website
- https://www.zoho.com/crm
Build an AI workflow with Zoho CRM
Use the Agentic Planner to design, visualize, and connect Zoho CRM with your other tools.
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