Zoho CRM
Access leads, contacts, deals, accounts, and call logs in Zoho CRM
The Zoho CRM integration lets your agents access leads, contacts, deals, accounts, and call logs.
Prerequisites
You need one of the following:
- OAuth Access Token — Generate one through the Zoho API Console.
- OAuth — For user-level access where each chat user authorizes with their own Zoho account.
Setup
- Open your agent in Agent Studio
- In the Integrations panel, click Add Integration Config
- Select Zoho CRM from the integration list
- Give the config a display name (e.g., "Zoho CRM - Sales")
- Choose your authentication method:
- Access Token — Paste your Zoho OAuth access token
- OAuth — Click Connect to start the Zoho OAuth flow
- Save the agent revision
Using in Your Agent
- In an Agent Step, attach Zoho CRM tools from the tools panel
- The agent uses your integration config for all Zoho API calls
- Tools are referenced as
zoho_crm.get_leads,zoho_crm.get_contacts, etc.
Available Tools
| Tool | Description | Action Type |
|---|---|---|
get_leads | Fetch lead data from Zoho CRM | ReadOnly |
get_contacts | Fetch contacts from Zoho CRM | ReadOnly |
get_deals | Fetch deals from Zoho CRM | ReadOnly |
get_accounts | Fetch accounts from Zoho CRM | ReadOnly |
get_calls | Fetch call logs from Zoho CRM | ReadOnly |
get_users | Fetch CRM users from Zoho | ReadOnly |