# Zoho

Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations

- **Category:** crm
- **Auth:** OAUTH2
- **Tools:** 12
- **Triggers:** 0
- **Slug:** `ZOHO`
- **Version:** 20260217_00

## Frequently Asked Questions

### How do I set up custom OAuth credentials for Zoho CRM?

For a step-by-step guide on creating and configuring your own Zoho CRM OAuth credentials with Devcaster, see [How to create OAuth credentials for Zoho CRM](https://devcaster.dev/auth/zoho).

## Tools

### Convert Zoho CRM Lead

**Slug:** `ZOHO_CONVERT_ZOHO_LEAD`

Converts a lead into a contact, account, and optionally a deal in Zoho CRM.

### Create Zoho CRM Record

**Slug:** `ZOHO_CREATE_ZOHO_RECORD`

Creates new records in a specified module in Zoho CRM.

### Create Zoho CRM Tag

**Slug:** `ZOHO_CREATE_ZOHO_TAG`

Creates a new tag in Zoho CRM for a specific module. Tags help organize and categorize CRM records. Each module can have up to 100 tags, and each record can have up to 10 tags assigned. Tags must have unique names within a module and can be assigned custom colors from a predefined palette. Use this action to create standardized tags for lead scoring, deal stages, customer segments, or any custom categorization needs in your CRM workflow.

### Get Zoho CRM Module Fields Metadata

**Slug:** `ZOHO_GET_MODULE_FIELDS`

Retrieves field metadata for a Zoho CRM module including API names, data types, permissions, and configuration details. Use this tool to discover correct field names and types before creating or updating records, avoiding INVALID_DATA errors. Returns information about standard fields, custom fields, lookup fields, picklist options, and field-level permissions.

### Get Zoho CRM Related Lists Metadata

**Slug:** `ZOHO_GET_RELATED_LISTS`

Retrieves related list metadata for a Zoho CRM module to discover correct api_name values. Use this before updating related records to avoid INVALID_DATA errors from incorrect related_list_api_name. Returns api_name, display_label, href, and other details for each related list available in the module.

### Get Zoho CRM Records

**Slug:** `ZOHO_GET_ZOHO_RECORDS`

Retrieves records from a specified module in Zoho CRM. Notes: - Discrete (page/per_page) pagination is limited to the first 2,000 records. To retrieve records beyond this, use token-based pagination via page_token from the previous response's info.next_page_token. - Do not use page together with page_token. - You cannot use cvid together with sort_by.

### Get Zoho CRM Users

**Slug:** `ZOHO_GET_ZOHO_USERS`

Tool to retrieve users from Zoho CRM. Use when you need to fetch user information such as IDs, names, emails, roles, or status for setting Owner fields or performing user-related operations in CRM workflows.

### List Zoho CRM Modules

**Slug:** `ZOHO_LIST_MODULES`

Lists all available Zoho CRM modules (standard + custom) to reliably select module API names/IDs for operations. Use this tool before calling other module-specific operations to ensure correct module_api_name selection and avoid INVALID_MODULE errors. Particularly useful for discovering custom modules and their exact API names.

### Search Zoho CRM Records

**Slug:** `ZOHO_SEARCH_ZOHO_RECORDS`

Search for records within a Zoho CRM module using server-side queries. Use when you need to find specific records by criteria, email, phone, or keyword instead of listing all records. This avoids pagination limits and performs efficient server-side filtering.

### Update Related Records in Zoho CRM

**Slug:** `ZOHO_UPDATE_RELATED_RECORDS`

Associates or updates relationships between records across different modules in Zoho CRM. This action creates or modifies relationships between a parent record and related records. Common use cases: - Associate Leads/Contacts with Campaigns (with member status) - Link Products to Deals/Quotes/Accounts - Connect Contacts to Accounts - Associate Services with Appointments Use ZOHO_GET_RELATED_LISTS to discover valid related_list_api_name values for your module. Maximum 100 related records can be updated per API call.

### Update Zoho CRM Record

**Slug:** `ZOHO_UPDATE_ZOHO_RECORD`

Updates existing records in a specified module in Zoho CRM. Supports updating up to 100 records per API call. Use field API names (not display names) for all field updates. The 'id' field is mandatory for each record.

### Upload Attachment to Zoho CRM Record

**Slug:** `ZOHO_UPLOAD_ATTACHMENT`

Tool to upload a file or attach a URL as an Attachment to a specific Zoho CRM record. Use when you need to store files (PDFs, documents, images) or link external URLs in a record's Attachments section. Either upload a file via multipart/form-data or provide an attachmentUrl, but not both in a single request.
