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 Integrations from the sidebar
- Select Zoho CRM from the catalog
- Click Add Integration Config
- 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 config
Using in Your Agent
- Open your agent in Agent Studio and select an Agent Step
- Under Attached Integration Configurations, click Attach configuration and choose your config
- Attach Zoho CRM tools from the tools panel
- 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 |