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Use Zoho CRM when your workflow needs to read or update customer records, sales opportunities, leads, events, or notes. Choose an action like Get contact or Update deal when you already have the record ID from a prior step.

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Configuration

Before you configure this step, connect Zoho in Integrations for your workspace using the sign-in flow. If no active connection is available, the step shows a warning with a link to Integrations instead of the account selector.

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Arguments form

When you select an action, the Arguments section renders a form driven by the action’s input schema. Fields that refer to existing records include dropdown pickers. Switch to the Raw JSON tab when you prefer to write the full arguments object by hand. Changes in either tab stay in sync.

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Common actions

Destructive actions, such as deleting records, are not available in the workflow action picker.

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Output

This step stores the Zoho response as the step output. The shape of the response depends on the action. Use the full output reference in later steps:

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Example

  1. Open Integrations and connect Zoho if you have not already done that.
  2. Add a Zoho step to your workflow.
  3. Select a connected account in Authentication.
  4. Choose List accounts in Action.
  5. Fill in the required fields. Use Insert Variable to reference an earlier step’s output for any field value.
  6. Click Run in the step header to test the action, then review the returned payload in Output.

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Use cases

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Create a contact from form data

  1. Create contact
  2. Get contact
  3. Update record

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Follow up on a new deal

  1. Create deal
  2. Create event
  3. Create note

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Work a new lead

  1. Create lead
  2. Convert lead
  3. Update deal

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Notes

  • This step depends on a connected Zoho integration in your workspace.
  • The workflow action picker shows a curated set of actions. Agents with the Zoho tool can use more of them.
  • The sign-in screen may show third-party authorization branding.

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Using Zoho as an Agent Tool

You can also add Zoho as a tool in the Agent Editor. Open the agent, click Add tool, and select Zoho. In the tool settings panel, choose the connected account the agent should use. The agent calls Zoho actions when they are relevant to the conversation. See also: Integrations, Creating and Editing, and Testing and Iteration