Zoho CRM connector for AI agents

Tools your agent reaches for on Zoho CRM, scoped per user.

CALL ANY TOOL

Read and update leads, deals, accounts, and contacts, run CRM searches, and manage notes and attachments with the signed-in user's own Zoho permissions.

zohocrm_v8_account_create

Create v8 account

Create a new account (company or organization) in Zoho CRM. Account_Name is required by Zoho for every account.

Parameters

Name

Type

Required

Description

Account_Name

string

Required

The name of the account (company or organization)

Annual_Revenue

number

Optional

The account's annual revenue

Billing_City

string

Optional

The city of the account's billing address

Billing_Code

string

Optional

The postal or ZIP code of the account's billing address

Billing_Country

string

Optional

The country of the account's billing address

Billing_State

string

Optional

The state or province of the account's billing address

Billing_Street

string

Optional

The street address of the account's billing address

Description

string

Optional

Free-form notes about the account

Employees

integer

Optional

The number of employees at the account

Industry

string

Optional

The industry the account operates in

Ownership

string

Optional

The ownership type of the account

Phone

string

Optional

The account's primary phone number

Website

string

Optional

The account's company website

zohocrm_v8_account_delete

Delete v8 account

zohocrm_v8_account_get

Get v8 account

zohocrm_v8_account_search

Search v8 account

zohocrm_v8_account_update

Update v8 account

zohocrm_v8_accounts_list

List v8 accounts

zohocrm_v8_attachment_download

Download v8 attachment

zohocrm_v8_attachment_upload

Upload v8 attachment

zohocrm_v8_bulk_read_job_create

Create v8 bulk read job

zohocrm_v8_campaign_create

Create v8 campaign

zohocrm_v8_campaign_get

Get v8 campaign

zohocrm_v8_contact_update

Update v8 contact

zohocrm_v8_contacts_list

List v8 contacts

zohocrm_v8_deal_contact_role_add

Add v8 deal contact role

zohocrm_v8_deal_contact_role_remove

Remove v8 deal contact role

zohocrm_v8_deal_delete

Delete v8 deal

zohocrm_v8_deal_search

Search v8 deal

zohocrm_v8_lead_create

Create v8 lead

zohocrm_v8_lead_get

Get v8 lead

zohocrm_v8_lead_update

Update v8 lead

zohocrm_v8_leads_list

List v8 leads

zohocrm_v8_meeting_cancel

Cancel v8 meeting

zohocrm_v8_module_describe

V8 module describe

zohocrm_v8_note_delete

Delete v8 note

zohocrm_v8_org_get

Get v8 org

zohocrm_v8_record_create

Create v8 record

zohocrm_v8_record_upsert

Upsert v8 record

zohocrm_v8_records_query

Query v8 records

zohocrm_v8_related_list_get

Get v8 related list

zohocrm_v8_send_mail

V8 send mail

For more tools, view docs.

Build your Agent

Same auth pattern across LangChain, OpenAI, Anthropic, and Google ADK.

import { ScalekitClient } from "@scalekit-sdk/node";
import { createReactAgent } from "@langchain/langgraph/prebuilt";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

// Zoho CRM tools scoped to this user
const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["zohocrm"], toolNames: [
    "zohocrm_v8_account_create",
    "zohocrm_v8_account_delete",
    "zohocrm_v8_account_get"] },
  pageSize: 100,
});

const agent = createReactAgent({ llm, tools });
await agent.invoke({ messages: [{ role: "user", content: "Is the Salesforce sync healthy?" }] });

import OpenAI from "openai";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["zohocrm"] }, pageSize: 100,
});

const res = await openai.chat.completions.create({
  model: "gpt-5",
  messages: [{ role: "user", content: "Which data sources are connected?" }],
  tools,
});

// Execute the tool call with the user's vaulted Zoho CRM credential
await sk.tools.executeTool(res.choices[0].message.tool_calls[0], "user_123");

import Anthropic from "@anthropic-ai/sdk";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["zohocrm"] }, pageSize: 100,
});

const msg = await anthropic.messages.create({
  model: "claude-sonnet-5",
  max_tokens: 1024,
  messages: [{ role: "user", content: "Pull open Zendesk tickets created this week." }],
  tools,
});

// Tool call runs with the user's vaulted Zoho CRM credential
await sk.tools.executeTool(msg.content, "user_123");

import { Agent } from "@google/adk/agents";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["zohocrm"] }, pageSize: 100,
});

const agent = new Agent({
  name: "zohocrm_agent",
  model: "gemini-2.5-pro",
  instruction: "Work with Zoho CRM for the signed-in user.",
  tools,
});

await agent.run("What auth does the Shopify connector need?");

Try these prompts

Paste any prompt into your agent to get started.

Pipeline

Copy the prompt

Copied

Which deals slipped out of this quarter and why?

Copy the prompt

Copied

List my open deals sorted by close date.

Copy the prompt

Copied

Update the stage on this deal and log a note.

Records

Copy the prompt

Copied

Search accounts matching this domain.

Copy the prompt

Copied

Create a contact and link it to the right account.

Copy the prompt

Copied

Show me the notes on this lead from the last month.

Hygiene

Copy the prompt

Copied

Which leads have no owner assigned?

Copy the prompt

Copied

Find duplicate accounts by name.

Copy the prompt

Copied

List the attachments on this deal.

SEE HOW AUTH WORKS

Your users connect Zoho CRM once. Their credentials stay vaulted, every call is scope checked, and every record change is logged.

Authorize

Your user connects

Zoho CRM

once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access

Who:

user ‘A’

when:

Once per user

access:

Limited to user

Store

Their

Zoho CRM

token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection

vault:

encrypted

scope:

per-user

tokens:

auto-refreshed

Resolve

When your agent calls a

Zoho CRM

tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs

speed:

~40ms

check:

before every call

seen by:

nobody

Audit

Every

Zoho CRM

tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it

history:

90 days

export:

SIEM-ready

logged:

every call

Test other agents

See the same per-user auth pattern across other connectors.

GTM and RevOps Teams

CRM AI agent

Reads the Granola transcript after every call, extracts next steps and updates the HubSpot record, drafts the follow-up in Gmail, and confirms in Slack, all on the rep's own delegated OAuth.

GTM and RevOps Teams

Deal intelligence agent

Pulls recent Gong calls, scores deal risk with an LLM, cross-references the record in Attio, and DMs each owner their at-risk deals in Slack. Every read is scoped to that rep's own access.

GTM and RevOps Teams

Outbound prospecting agent

Searches Apollo for prospects matching your ICP, scores and ranks them, drafts personalized outreach in Gmail, and logs every send to Google Sheets. Mail goes out as the rep, not from a shared inbox.

GTM and RevOps Teams

Deal room sync

Pulls opportunity context from Salesforce, captures key decisions from Slack, and syncs a running summary to the deal room doc in Google Drive, but only when the deal actually changed.

Why Scalekit

Secure your agent's access. Connectors ship in minutes

01.

Shared tokens break per-user analytics

A shared Zoho CRM token looks fine in a demo. In production every action looks like one service account, and you cannot tell who wired a source or ran a query. Scalekit resolves the credential of the actual user who triggered the agent, never a shared bot.

// shared token
audit → bot_service_account

// scalekit
audit → user_abc ✓

02.

Authentication is not authorization

03.

Multi-tenancy is architectural

04.

Zoho CRM today. Ten connectors tomorrow.

“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”

Venu Madhav Kattagoni

Head of Engineering / Von

FAQs

Frequently Asked Questions

Do Zoho sharing rules still apply to the agent?

Yes. The agent uses the triggering user's own credential, so Zoho's own record sharing and profile permissions apply unchanged.

Can I allow reads but block writes?

Yes. Scope the connection to the get, list, and search tools. Create, update, and delete stay unavailable and the check runs before the API call.

How many Zoho CRM tools are available?

89 across leads, deals, accounts, contacts, notes, attachments, and search. The page shows a representative 30.

Which API version does this target?

Zoho CRM v8. Tool names carry the version so an upgrade does not silently change behaviour.

How is multi-tenancy handled?

Credentials are namespaced per tenant and per user, so one customer's agent can never resolve another customer's Zoho token.

On this page

Tool and actions Framework Compatibility Starter Prompt Auth Lifecycle Try Other Agents Why Scalekit