> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fetchhive.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho

> Zoho CRM helps you manage sales and customer data through your connected account.

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.

## Configuration

| Option | Required | Description |
| - | - | - |
| Name | No | Label for the step in the workflow canvas. |
| Authentication | Yes | The connected Zoho account to use for this step. |
| Action | Yes | The Zoho action to perform (for example List accounts, Get account, Update account, List contacts). |
| Arguments | Yes | Per-action form fields generated from the action's schema. Each text field has an **Insert Variable** button for injecting `{{placeholder}}` values. A **Raw JSON** tab is available for advanced usage. |
| When the step fails | No | Controls whether the workflow should **Terminate Workflow** or **Continue** if this step fails. |

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.

## 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.

## Common actions

| Action | Description |
| - | - |
| **List accounts** | List account records from Zoho CRM. |
| **Get account** | Retrieve a single account record by ID. |
| **Update account** | Update fields on an existing account. |
| **List contacts** | List contact records from Zoho CRM. |
| **Get contact** | Retrieve a single contact record by ID. |
| **Create contact** | Create a new contact record. |
| **Update record** | Update an existing record in any supported module. |
| **List deals** | List deal records from Zoho CRM. |
| **Get record** | Retrieve a single CRM record by module and ID. |
| **Create deal** | Create a new deal record. |
| **Update deal** | Update fields on an existing deal. |
| **List leads** | List lead records from Zoho CRM. |
| **Create lead** | Create a new lead record. |
| **Convert lead** | Convert a lead into related CRM records. |
| **List events** | List event records from Zoho CRM. |

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

## 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:

```text theme={null}
{{STEP_IDENTIFIER.output}}
```

## 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**.

## Use cases

### Create a contact from form data

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

### Follow up on a new deal

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

### Work a new lead

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

## 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.

## 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](https://docs.fetchhive.com/workspace/integrations.md), [Creating and Editing](https://docs.fetchhive.com/workflows/creating-and-editing.md), and [Testing and Iteration](https://docs.fetchhive.com/workflows/testing-and-iteration.md)


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