# Zoho CRM MCP connector

Connecting Zoho CRM through Elaichi lets Claude, ChatGPT, Cursor, or any MCP client look up leads, update deals, add notes, and schedule follow-up events in plain language, with each person working inside their own Zoho CRM access.

Source: https://elaichi.ai/connectors/zohocrm/

## Facts

| | |
| --- | --- |
| Application | Zoho CRM |
| Category | CRM |
| AI tools | 243 |
| Authentication | Connects over OAuth |
| Needs your own OAuth app | No |
| MCP endpoint | https://api.elaichi.ai/mcp |
| Works with | Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent |
| Tools advertised by name | No. 243 tools is past the 30-tool threshold, so clients use `search_tools` and `execute_tool` |

## What you can ask once Zoho CRM is connected

- List Zoho CRM deals closing this month by owner.
- Which Zoho CRM users own deals above 50k?
- Show attachments on the Acme renewal deal.

## Connect Zoho CRM in Elaichi

This happens once for the organization, before any client is involved.

1. Open Connections, choose Add connection, and pick Zoho CRM.
2. Optionally set Share with, then press Connect.
3. Approve it in Zoho CRM. Zoho CRM's own window opens. Whoever approves it decides what this connection can reach.

Credentials are vaulted and nobody, including the AI, reads them back. The connection becomes a toolbox immediately, so you can curate which Zoho CRM tools are exposed, rename them, or freeze arguments before anyone points a client at it.

## Connect Zoho CRM to Claude

Endpoint: https://api.elaichi.ai/mcp

1. Open Customize, then Connectors.
2. Press Add.
3. Name it, paste the MCP server URL, then Continue.
4. Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

## Connect Zoho CRM to ChatGPT

Endpoint: https://api.elaichi.ai/mcp

1. Open Plugins, then press the + button.
2. Name it and paste the endpoint into Server URL.
3. Leave Authentication on OAuth, then tick the risk acknowledgement.
4. Press Create, then sign in and approve.

Works on the web today. The plugin directory lives at chatgpt.com/plugins.

## Connect Zoho CRM to Cursor

Endpoint: https://api.elaichi.ai/mcp

1. Open `~/.cursor/mcp.json`.
2. Add the endpoint under `mcpServers`.
3. Reload Cursor, then sign in and approve.

Set up per machine, so repeat it on each computer you work from.

## Connect Zoho CRM to any MCP client

Endpoint: https://api.elaichi.ai/mcp

1. Add the endpoint as a remote MCP server.
2. Sign in and approve.

The Elaichi Agent already has these tools, with nothing to set up.

## What the consent screen decides

Only Read is granted by default, which is not enough to call a Zoho CRM tool. Over MCP there is no trusted place to confirm a write in the moment, so the consent screen is the standing approval rather than a formality. Grant Read and Run tools. Think hard before granting Delete, which reaches into connected apps and cannot be undone.

## What teams do with Zoho CRM through Elaichi

### Catch a deal up after a call

Sales. Describe how the call went and the deal in Zoho CRM gets its stage, amount, and close date updated, with a note added so the next person knows where things stand.

### Find out where a lead stands

Sales. Ask about a lead by name and get their details, recent notes, and attached files back in one answer instead of clicking through tabs in Zoho CRM.

### Review new leads before handoff

Marketing. Pull the leads that came in this week, check what is filled in and what is missing, and tidy up notes before they go to a rep.

### Schedule the next check-in

Customer success. After a renewal conversation, create the follow-up event in Zoho CRM and add a note about what was agreed, all from the same chat.

### Add a field without opening settings

Sales ops. Ask for a new field on the deal or lead module, or change how an existing one is set up, and it is created in Zoho CRM as described.

### Reassign records when territories change

Sales ops. When a rep changes role or leaves, move their leads and deals to a colleague, update the user, and see which groups and roles are affected.

## Frequently asked questions

### How do I connect Zoho CRM to Claude?

First, connect Zoho CRM in Elaichi. Zoho CRM connects over OAuth, so you sign in to your Zoho account and approve access, with no client ID or secret to generate and no application to register on the Zoho side. Then open Claude, go to Customize, then Connectors, then Add, and paste the endpoint https://api.elaichi.ai/mcp. Sign in as yourself and Zoho CRM is ready in Claude.

### Does Zoho CRM work with ChatGPT and Cursor as well as Claude?

Yes. Once Zoho CRM is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any other MCP client, and the Elaichi Agent. You connect Zoho CRM once and every client uses that one connection.

### What can an AI agent actually do with my Zoho CRM data?

It can look up leads and deals, read and update notes, add attachments to a deal, create events for follow-ups, and update deal details after a call, all in plain language. It can also list users and roles, transfer records when someone changes territory, and create or edit fields on a module. Because Zoho CRM has a large number of actions, short concrete asks such as "update the Acme deal to negotiation" work better than long paragraphs.

### Does connecting Zoho CRM give the AI access to everything in my CRM?

No. Every call runs as the person who signed in, so the AI sees only the leads, deals, and modules that person's Zoho CRM role and profile already allow. Elaichi can narrow that further by blocking specific actions, but it can never grant access beyond what the person has in Zoho CRM itself.

### Can my team share one Zoho CRM connection?

Yes. One person connects Zoho CRM in Elaichi and shares the connection with a team, so nobody else ever handles a credential or signs in to Zoho separately. Each teammate still signs in to Elaichi as themselves, so every update to a deal or lead is recorded under their own name in the audit log.

### Can I stop an agent from deleting or changing things in Zoho CRM?

Yes. Restrictions in Elaichi apply per action, so you can allow reading leads and deals while blocking deletion of notes or calls, or blocking any update at all for a given team. A blocked action is never shown to Claude, ChatGPT, or any other client, so no prompt can reach it.

### What happens to a Zoho CRM connection when someone leaves?

When you offboard someone in Elaichi, their access to Zoho CRM through every AI client ends at once. A shared Zoho CRM connection keeps working for everyone else on the team. If you want to remove Zoho CRM entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor, and every other client at the same time.

## All 243 Zoho CRM tools

Every tool below is callable through https://api.elaichi.ai/mcp once Zoho CRM is connected, subject to the toolbox it is in and the restrictions on the caller.

- **Get single Zoho CRM module by ID** (Get). Get a single Zoho CRM module by its numeric id. Returns: id, api_name, generated_type. Required: id.
- **List all Zoho CRM users** (List). List users in zohocrm. Returns: id, type. Max 200 users per response.
- **Get single Zoho CRM user by ID** (Get). Get a single zohocrm user by id. Returns: id, type. Required: id.
- **Zoho CRM users me** (Action). Get the current authenticated user in zohocrm. Returns: id, type.
- **Update a Zoho CRM user by ID** (Update). Update User. Update single user by ID. API exposed to customers
- **Zoho CRM users associated groups** (Action). Get the groups associated with a zohocrm user. Returns: id. Required: user.
- **Zoho CRM users bulk update** (Update). Update User. Update multiple users. API exposed to customers
- **Zoho CRM users transfer and delete** (Delete). Transfer User. Transfer user records, assignments, and criteria to another user
- **List all Zoho CRM deals** (List). List all deals in Zoho CRM. Returns deal records including id, Deal_Name, Stage, Amount, Closing_Date, Owner, Account_Name, Probability, Lead_Source, Modified_Time, Created_Time, and additional deal properties. Max 200 records per page.
- **Update a Zoho CRM deal by ID** (Update). Update an existing Zoho CRM deal by id. Returns the updated deal record including id, Deal_Name, Stage, Amount, Closing_Date, Owner, Account_Name, Modified_Time, and other deal properties. Required: id.
- **Get single Zoho CRM field by ID** (Get). Get a single field's metadata from a Zoho CRM module by id. Returns: id, api_name. Required: id, module.
- **Create a Zoho CRM field** (Create). Create Fields. To create custom fields in a module in your Zoho CRM account.
- **Update a Zoho CRM field by ID** (Update). Update Field by ID. Update a Custom Field with related to specific module of Zoho CRM Account
- **List all Zoho CRM deal attachments** (List). List attachments associated with a specific Deal in zohocrm. Returns: id, File_Name, Size, Owner, Created_By, Modified_By, Created_Time, Modified_Time, and Parent_Id for each attachment record. Required: deal_id.
- **List all Zoho CRM roles** (List). List all roles configured in your Zoho CRM organization. Returns: id.
- **List all Zoho CRM notes** (List). List notes in Zoho CRM. Returns: id, Note_Title, Note_Content, Parent_Id, and $attachments per note record. Max 200 records per page.
- **Delete a Zoho CRM note by ID** (Delete). Permanently delete a specific Zoho CRM note by id. Returns: code, message, status, and details containing the deleted note's id. Required: id.
- **Update a Zoho CRM note by ID** (Update). Update a specific Zoho CRM note by id. At least one of Note_Title or Note_Content must be supplied in the data payload. Returns: code, status, message, and details with id, Modified_Time, Created_Time, Created_By, and Modified_By. Required: id, data.
- **Zoho CRM notes bulk update** (Update). Update one or more notes in Zoho CRM associated with a parent record; at least Note_Title or Note_Content must be provided per note. Returns update result objects including code, message, status, and details (id, Modified_Time, Created_Time, Created_By, Modified_By). Required: parent_record_module, parent_record_id, data.
- **Create a Zoho CRM event** (Create). Create a new event in Zoho CRM. Returns the created event record including id, Event_Title, Start_DateTime, End_DateTime, Venue, Owner, Participants, Who_Id, What_Id, Description, Recurring_Activity, Remind_Participants, Check_In_City, Check_In_Status, Latitude, Longitude, Tag, and Created_Time.
- **Get single Zoho CRM call by ID** (Get). Get a single call record by id from Zoho CRM. Returns: id, Subject, Call_Type, Call_Start_Time, Call_Duration, Owner, Who_Id, What_Id, Outgoing_Call_Status, Dialled_Number, Caller_ID, Created_Time, Modified_Time, Call_Purpose, Description, and other call details. Required: id.
- **Delete a Zoho CRM call by ID** (Delete). Delete a call record by id from Zoho CRM. Returns: code, details, message, and status indicating the outcome of the delete operation. Required: id.
- **List all Zoho CRM leads** (List). List all lead records in Zoho CRM. Returns lead records including id, Full_Name, Email, Phone, Lead_Status, Company, Owner, Lead_Source, Industry, address fields, and enrichment/conversion metadata.
- **Get single Zoho CRM lead by ID** (Get). Get a single Zoho CRM lead by id. Returns the full lead record including id, Full_Name, Email, Phone, Lead_Status, Company, Owner, Lead_Source, Industry, address fields, and enrichment/conversion metadata. Required: id.
- **Create a Zoho CRM lead** (Create). Create a new lead record in Zoho CRM. Returns the created lead including id, Full_Name, Email, Phone, Lead_Status, Company, Owner, Lead_Source, Industry, address fields, and enrichment metadata.
- **Update a Zoho CRM lead by ID** (Update). Update an existing Zoho CRM lead by id. Returns the updated lead record including id, Full_Name, Email, Phone, Lead_Status, Company, Owner, Lead_Source, Industry, address fields, and enrichment metadata. Required: id.
- **Zoho CRM leads mass convert** (Convert). Retrieve the status of a previously scheduled mass lead convert job in Zoho CRM. Returns: Status, Total_Count, Converted_Count, Not_Converted_Count, Failed_Count. Required: job_id.
- **Create a Zoho CRM contact** (Create). Create a new contact in Zoho CRM. Returns the created contact record including id, First_Name, Last_Name, Email, Phone, Account_Name, Owner, Created_Time, Modified_Time, and other contact fields.
- **Delete a Zoho CRM contact by ID** (Delete). Delete a Zoho CRM contact by id. Returns an empty 204 response on success. Required: id.
- **Zoho CRM contacts batch delete** (Delete). Mass delete with record ids and custom view id. Mass delete records with record ids or custom view id
- **List all Zoho CRM tasks** (List). List task records from Zoho CRM. Returns: id, Subject, Status, Priority, Owner, Due_Date, Who_Id, What_Id, Created_Time, Modified_Time, and Description for each task.
- **Get single Zoho CRM task by ID** (Get). Get a single Zoho CRM task by id. Returns: id, Subject, Status, Priority, Owner, Due_Date, Who_Id, What_Id, Created_Time, Modified_Time, and Description. Required: id.
- **Create a Zoho CRM task** (Create). Create a new task record in Zoho CRM. Returns: code, details, message, and status for the operation.
- **Update a Zoho CRM task by ID** (Update). Update an existing Zoho CRM task by id. Returns: code, details, message, and status for the operation. Required: id.
- **List all Zoho CRM accounts** (List). List all Zoho CRM accounts. Returns a collection of account records including id, Account_Name, Owner, Phone, Industry, Annual_Revenue, Billing_Country, Shipping_Country, Created_Time, Modified_Time, and other address and account metadata fields.
- **Create a Zoho CRM account** (Create). Create a new account in Zoho CRM. Returns the operation result including code, status, message, and details containing the new record's id and timestamps. Required: Account_Name.
- **Update a Zoho CRM account by ID** (Update). Update an existing Zoho CRM account by id. Returns the operation result including code, status, message, and details containing the record's id and Modified_Time. Required: id.
- **Delete a Zoho CRM account by ID** (Delete). Delete a Zoho CRM account by id. Returns the operation result including code, status, message, and details containing the deleted record's id. Required: id.
- **Zoho CRM accounts merge** (Merge). Merge Records. Merges duplicate records in Zoho CRM modules with field mapping and validation. Supports synchronous and asynchronous merge operations.
- **Zoho CRM accounts batch delete** (Delete). Mass delete with record ids and custom view id. Mass delete records with record ids or custom view id
- **List all Zoho CRM emails** (List). List emails associated with a Zoho CRM contact record. Returns: id, message_id. Required: contact_id.
- **Get single Zoho CRM email by ID** (Get). Get a single email by id for a Zoho CRM contact. Returns: id, message_id. Required: contact_id, id.
- **Zoho CRM emails link record** (Action). Link Emails to Deals. Links the emails to the specified deals in CRM.
- **Get single Zoho CRM pipeline by ID** (Get). Get a single pipeline in the Zoho CRM Deals module by id. Returns: id, stages. Required: id, layout_id.
- **List all Zoho CRM search** (List). Search records in a Zoho CRM module. Returns matching record objects, each containing id and additional module-specific fields that vary by module (e.g., Leads, Contacts, Deals). Required: module_name.
- **List all Zoho CRM tasks search** (List). Search Tasks records in Zoho CRM using criteria expressions, keywords, email, or phone filters. Returns: id, Subject, Status, Due_Date, Priority, Owner, Created_Time, Modified_Time per matching task record. At least one of criteria, word, email, or phone should be supplied to filter results.
- **List all Zoho CRM search accounts** (List). Search ZohoCRM account records using keyword, criteria, or contact detail filters. Returns matching account objects including id, Account_Name, Owner, Phone, Website, Industry, Account_Type, Annual_Revenue, Created_Time, and Modified_Time. At least one of criteria, email, phone, or word must be supplied.
- **List all Zoho CRM search deals** (List). Search Deals in Zoho CRM using criteria expressions, keyword, email, or phone. Returns: id, Deal_Name, Stage, Amount, Closing_Date, Account_Name, Owner, Created_Time, and Modified_Time. At least one search parameter (criteria, word, email, or phone) must be supplied.
- **Zoho CRM misc add tags** (Add). Associate tags with records in a zohocrm module. Returns the status of each tag association including code, message, and status. Required: module.
- **Zoho CRM misc bulk delete** (Delete). Bulk delete share access records for a specific record in a zohocrm module. Returns an empty 204 response on success. Required: module_api_name, record_id.
- **Zoho CRM misc clone** (Action). Clone an existing record in a zohocrm module, optionally overriding specific field values in the copy. Returns: code, details (with the new record's id), message, and status. Required: module, record_id.
- **Zoho CRM misc download mail merge** (Download). Download a merged document for a Zoho CRM record using a mail merge template. Returns: code, message, status. Required: module_api_name, record_id.
- **Zoho CRM misc mass delete** (Delete). Retrieve the status of a mass delete job in Zoho CRM by job ID. Returns: Status, Total_Count, Deleted_Count, Failed_Count. Required: module, job_id.
- **Zoho CRM misc mass update** (Update). Retrieve the current status and progress metrics of a mass update job in Zoho CRM. Returns: Status, Updated_Count, Failed_Count, Not_Updated_Count, Total_Count. Required: module, job_id.
- **Zoho CRM misc remove tags** (Delete). Remove tags from records in a Zoho CRM module. Returns operation result data including code, status, message, and details per record. Required: module.
- **Zoho CRM misc remove territories** (Delete). Remove territories from a record in a Zoho CRM module. The removal is processed asynchronously (202 Accepted) and returns scheduled operation result data including code, status, message, and details. Required: module, record, data.
- **Zoho CRM misc share** (Share). Get share records for a Zoho CRM record, listing who it is shared with, by whom, and at what permission level. Returns: shared_with, shared_by, permission, shared_through, shared_time, type, share_related_records. Required: module_api_name, record_id.
- **Zoho CRM misc share emails** (Share). Share Emails of a record. To share emails of specific record with other users in your organization
- **Zoho CRM misc watch** (Action). List all active notification channels in zohocrm. Returns: channel_id, notify_url, channel_expiry, events, resource_id, resource_name, resource_uri, notify_on_related_action, return_affected_field_values, fields, notification_condition, and token.
- **Update a Zoho CRM misc by ID** (Update). Update notification channel subscriptions in zohocrm. Returns updated channel details including channel_id, notify_url, channel_expiry, events, notify_on_related_action, return_affected_field_values, resource_name, and token.
- **Create a Zoho CRM misc add tag** (Create). POST /{module}/{id}/actions/add_tags. This endpoint is used to add tags to record
- **Create a Zoho CRM misc mass delete** (Create). Mass delete with record ids and custom view id. Mass delete records with record ids or custom view id
- **Create a Zoho CRM misc portal invite** (Create). Invite portal users. Send invitations to portal users for a specific module.
- **Create a Zoho CRM misc remove territory** (Create). Remove Territories To Records. Auto-generated description for operation `Remove Territories To Records`.
- **Create a Zoho CRM misc share** (Create). Create Share Records. Create Share Records. API exposed to customers
- **Zoho CRM settings modules bulk update** (Update). Update CRM modules. Updates existing modules in the CRM. Allows modification of module labels and profile assignments. This operation is idempotent; the same request can be safely repeated. Supports batch updates - multiple modules can be updated in a single request. Returns 200 when all modules update successfully, or 207 Multi-Status when some succeed and others fail.
- **List all Zoho CRM apis** (List). List available REST API endpoints accessible to the current user in Zoho CRM, grouped by module and feature. Returns each entry's path and operation_types, where every operation descriptor includes method, oauth_scope, max_credits, and min_credits.
- **List all Zoho CRM appointments s** (List). List appointment records in zohocrm. Returns: id, attributes (appointment module-specific fields).
- **Get single Zoho CRM appointments by ID** (Get). Get a single zohocrm appointment record by id. Returns: id, attributes (appointment module-specific fields). Required: id.
- **List all Zoho CRM deleteds** (List). List deleted records from a related list in Zoho CRM, supporting both recycle-bin and permanently deleted records. Returns: id, display_name, type, deleted_time, deleted_by, and created_by. Required: parent_record_module, parent_record, related_list.
- **Get single Zoho CRM misc op by ID** (Get). Get a single record from a Zoho CRM module by record ID. Returns the record object including id and module-specific attributes. Required: module, record_id.
- **Zoho CRM misc watch bulk update** (Update). Update full notification details. Replace all details of an existing notification channel, overwriting its previous configuration.
- **Create a Zoho CRM misc watch** (Create). Create notification channels. Create one or more notification channels.
- **Get single Zoho CRM settings field by ID** (Get). Get metadata for a specific custom field in a Zoho CRM module by id. Returns: id, attributes. Required: id, module.
- **Get single Zoho CRM settings layout by ID** (Get). Get a specific layout by id in Zoho CRM. Returns layout configuration including id, name, status, sections, and profiles. Required: id, module.
- **Delete a Zoho CRM settings layout by ID** (Delete). Delete a custom layout from a module in Zoho CRM. Specify transfer_to to transfer records when the layout has associated records. Returns: code, details, message, status. Required: id, module.
- **Create a Zoho CRM upsert** (Create). Insert or update records in a zohocrm module using the Upsert API, matching on duplicate_check_fields to determine whether to create or update each existing record. Returns: code, message, status, and details (including the record id and action taken). Required: module, data. Supports up to 100 records per request.
- **Create a Zoho CRM users transfer and delete** (Create). Transfer User. Transfer user records, assignments, and criteria to another user
- **List all Zoho CRM users transfer and delete** (List). List Zoho CRM user records associated with the transfer_and_delete action endpoint. Returns user status objects including id and attributes.
- **Delete a Zoho CRM users user by ID** (Delete). Delete a user from your zohocrm organization by user ID. Returns an empty 204 response on success. Required: user.
- **Get single Zoho CRM users user by ID** (Get). Get a single zohocrm user by user ID. Returns: id. Required: user.
- **List all Zoho CRM users users** (List). List users in your zohocrm organization. Returns: id.
- **Create a Zoho CRM composite request** (Create). Execute up to 5 Zoho CRM API sub-requests in a single HTTP call. Returns an array of per-sub-request results each containing code, message, status, and details (with the sub-response headers, body, and status_code). Required: __composite_requests (each item requires method and uri). rollback_on_fail and parallel_execution cannot both be true.
- **List all Zoho CRM conversion options** (List). List available conversion options for a Zoho CRM lead before performing the actual conversion. Returns: Contacts (matching contact records), Accounts (matching account records), module_preference, preference_field_matched_value (field mappings), and modules_with_multiple_layouts. Required: lead_id.
- **Get single Zoho CRM attachment by ID** (Get). Download a specific attachment file from zohocrm by id. Returns the raw binary file content (image, PDF, document, etc.) as an opaque binary stream; link attachments cannot be downloaded and return an error instead. Required: module_api_name, record_id, id.
- **Delete a Zoho CRM attachment by ID** (Delete). Delete a link attachment associated with a specific record in zohocrm. Returns: code, details (containing the deleted attachment id), message, and status confirming the deletion result. Required: module_api_name, record_id, id.
- **List all Zoho CRM contact roles** (List). List contact roles associated with a specific deal in Zoho CRM. Returns: Owner (name, id, email), Department, Contact_Role (name, id). Required: module, deal_id. Max 100 records per page.
- **Zoho CRM contact roles bulk update** (Update). Add or update contact roles for a specific deal in Zoho CRM in bulk. Returns: Owner, Department, Contact_Role for each processed contact. Required: module, deal_id.
- **List all Zoho CRM contacts roles** (List). List all contact roles in Zoho CRM. Returns: id, name, sequence_number. Up to 100 roles per response.
- **Create a Zoho CRM contacts role** (Create). Create one or more contact roles in Zoho CRM. Returns: code, details (id of created role), message, and status for each role in the batch. Required: contact_roles. Max 100 roles per request.
- **Zoho CRM contacts roles bulk update** (Update). Update one or more existing contact roles in Zoho CRM. Returns: code, details (id of updated role), message, and status for each role in the batch. Required: contact_roles. Max 100 roles per request.
- **Zoho CRM contacts roles bulk delete** (Delete). Delete one or more contact roles in Zoho CRM. Returns: code, details (id of deleted role), message, and status for each role in the batch. Required: contact_roles.
- **Get single Zoho CRM contacts role by ID** (Get). Get a single contact role by its ID in Zoho CRM. Returns: id, name, sequence_number. Required: role.
- **Update a Zoho CRM contacts role by ID** (Update). Update a contact role in Zoho CRM by its role ID. Returns: code, details (containing the updated role id), message, and status. Required: role and a contact_roles array in the request body where each item requires name and id.
- **Create a Zoho CRM coql** (Create). Execute a COQL (CRM Object Query Language) select query in Zoho CRM to fetch matching records from any module. Returns record objects whose top-level field keys correspond to the Zoho CRM field API names specified in the SELECT clause — the exact schema is query-specific and cannot be enumerated statically. Required: select_query. Max 200 records per response.
- **Create a Zoho CRM leads mass convert** (Create). Mass convert up to 50 Zoho CRM leads to Contacts, Accounts, and optionally Deals in a single API call. Returns: id, status. Required: Leads. Maximum 50 leads per request.
- **Create a Zoho CRM org currency** (Create). Create one or more new currencies in the zohocrm organization. Returns: code, status, message, details (with the new currency's id). Required: currencies (array; each item requires exchange_rate and iso_code).
- **Zoho CRM org currencies bulk update** (Update). Update the base currency settings in Zoho CRM via the bulk update action on the currencies enable endpoint. Returns the updated base currency object including id, iso_code, symbol, exchange_rate, and is_active.
- **Zoho CRM org currencies org bulk update** (Update). Bulk update org currency configurations in zohocrm by sending an array of currency update objects. Returns: id, iso_code, symbol, name, exchange_rate, is_active, is_home_currency. Required: currencies.
- **Create a Zoho CRM read** (Create). Create a bulk read job in Zoho CRM to asynchronously export records from a specified module. Returns: status, code, message, and details (including id, operation, state, created_by, and created_time of the queued job). Required: query (with module.api_name).
- **Get single Zoho CRM read by ID** (Get). Get a Zoho CRM bulk read job by id to check its processing status. Returns the job object including id, operation, state, created_by, and created_time. Required: id.
- **List all Zoho CRM settings audit log exports** (List). List all audit log export jobs in Zoho CRM. Returns: id, status, criteria, created_by, download_links, job_start_time, job_end_time, expiry_date.
- **Create a Zoho CRM settings audit log export** (Create). Create a new audit log export job in Zoho CRM based on specified filter criteria. Returns: code, details (including the new job id), message, status. Required: audit_log_export.
- **Get single Zoho CRM settings audit log export by ID** (Get). Get a specific Zoho CRM audit log export job by its ID. Returns: id, status, criteria, created_by, download_links, job_start_time, job_end_time, expiry_date. Required: id.
- **List all Zoho CRM settings business hours** (List). Retrieve the zohocrm organization's business hours configuration including working days, hours, and timezone. Returns: id, type, timezone, week_starts_on, business_days, same_as_everyday, daily_timing, custom_timing.
- **Zoho CRM settings business hours bulk update** (Update). Update the existing business hours configuration in zohocrm for the organization. Returns: id, type, timezone, week_starts_on, business_days, same_as_everyday, daily_timing, custom_timing. Required: business_hours (containing week_starts_on and type).
- **List all Zoho CRM settings call preferences** (List). Get the call preferences settings for the current user in Zoho CRM, which determine whether the from-number and to-number fields are displayed during CRM calls. Returns: show_from_number, show_to_number.
- **List all Zoho CRM settings custom views** (List). List all zohocrm custom views for a module. Returns: id, display_value, access_type, category, system_defined, default, module, created_by, modified_by.
- **Zoho CRM settings custom views change sort** (Action). Change the sort order of one or more zohocrm custom views in a module. Returns: code, status, message, details. Required: custom_views.
- **List all Zoho CRM settings data sharings** (List). List the default data sharing settings configured for all modules in Zoho CRM. Returns: share_type, public_in_portals, module (with api_name and id), and rule_computation_running for each module.
- **Zoho CRM settings data sharings bulk update** (Update). Update the default organization data sharing permissions for modules in Zoho CRM. Returns the updated settings including share_type, public_in_portals, module, and rule_computation_running. Required: data_sharing.
- **Get single Zoho CRM email draft by ID** (Get). Get a single email draft by draft id for a zohocrm record. Returns: id, from, subject, to, cc, bcc, created_time, modified_time, owner, content, rich_text, reply_to, schedule_details, attachments, and inventory_details. Required: module, record, draft.
- **Create a Zoho CRM email draft** (Create). Create one or more email drafts for a zohocrm record. Returns: id, from, subject, to, cc, bcc, created_time, modified_time, owner, content, rich_text, schedule_details, attachments, and inventory_details for each created draft. Required: module, record.
- **Update a Zoho CRM email draft by ID** (Update). Update an existing email draft for a zohocrm record. Returns: id, from, subject, to, cc, bcc, modified_time, created_time, owner, content, rich_text, schedule_details, attachments, and inventory_details. Required: module, record, draft.
- **Delete a Zoho CRM email draft by ID** (Delete). Delete an email draft from a zohocrm record by draft id. Returns an empty 204 response on success. Required: module, record, draft.
- **List all Zoho CRM emails sharing details** (List). List email sharing details for a specific zohocrm record. Returns the users with whom the record's emails can be shared and the available email filter types. Returns: shared_from_users, available_types. Required: module_api_name, id.
- **List all Zoho CRM features** (List). List available features and their limits for the current Zoho CRM edition. Returns: api_name, feature_label, module_supported, parent_feature, details (with available_count, limits, and used_count), and components.
- **Delete a Zoho CRM automation field update by ID** (Delete). Delete an automation field update action by id in Zoho CRM. Returns the deletion result including id and attributes on success. Required: id.
- **Zoho CRM automation field updates bulk delete** (Delete). Delete multiple zohocrm automation field update actions in bulk by their IDs. Returns: code, status, message, and details for each deletion result. Required: ids.
- **List all Zoho CRM files** (List). Retrieve binary file content from Zoho CRM's Zoho File System (ZFS) by its unique file ID. Returns the file as binary content (application/octet-stream) with Content-Type and Content-Disposition headers indicating the MIME type and filename. If the file ID does not match any stored file, a 204 No Content response is returned. Required: id.
- **Create a Zoho CRM file** (Create). Upload one or more files to Zoho CRM's Zoho File System (ZFS) using multipart/form-data. Returns an array of upload results per file, each containing status, code, message, and details (including the file's id and name) needed to associate the uploaded file with CRM records. Required: file. Up to 10 files per request; maximum 20 MB per file.
- **Create a Zoho CRM locking information** (Create). Lock a zohocrm module record by creating locking information. Returns: status, code, message, details (including id, Created_Time, Modified_Time, Modified_By, and Created_By). Required: module_name, record_id, data.
- **Update a Zoho CRM locking information by ID** (Update). Update the locking reason of a locked zohocrm record. Returns: status, code, message, details (including id, Created_Time, Modified_Time, Modified_By, Created_By). Required: module_name, record_id, lock_id, data.
- **Delete a Zoho CRM locking information by ID** (Delete). Delete locking information for a zohocrm record, effectively unlocking it. Returns an empty 204 response on success. Required: module_name, record_id, lock_id.
- **Zoho CRM locking information s bulk update** (Update). Bulk update locking information for multiple locks on a zohocrm module record in a single request. Returns: status, code, message, details (including id, Created_Time, Modified_Time, Modified_By). Required: module_name, record_id, data.
- **List all Zoho CRM settings duplicate check preferences** (List). Get the duplicate check preference configuration for a zohocrm module. Returns the preference configuration object including schema-specific configuration fields (attributes); see the GetDuplicateCheckPreference schema in the Zoho CRM v8 API docs for field-level details. Required: module.
- **Create a Zoho CRM settings duplicate check preference** (Create). Create duplicate check preference settings for a zohocrm module. Returns: code, status, message, details. Required: module.
- **Zoho CRM settings duplicate check preferences bulk update** (Duplicate). Update duplicate check preference settings for a zohocrm module. Returns: code, status, message, details.
- **Zoho CRM settings fiscal years bulk update** (Update). Update the fiscal year settings for the Zoho CRM organization. Returns: start_month, end_month, is_default. Required: fiscal_year.
- **List all Zoho CRM settings global picklists** (List). List all zohocrm global picklists available in the organization. Returns: id, display_label, api_name, source, created_time, modified_time, actual_label, customizable, presence, and pick_list_values_sorted_lexically. Use the include parameter to additionally fetch pick_list_values, used_in_modules, and associated_fields_count.
- **Get single Zoho CRM settings global picklist by ID** (Get). Get a single zohocrm global picklist by id, with pick_list_values included by default. Returns: id, display_label, api_name, source, actual_label, description, created_time, modified_time, customizable, presence, pick_list_values_sorted_lexically, created_by, modified_by, and pick_list_values. Required: id.
- **Create a Zoho CRM settings global picklist** (Create). Create a new zohocrm global picklist with a display label and picklist values. Returns: code, status, message, and details containing the new id. Required: global_picklists array, each item requiring display_label and pick_list_values.
- **Delete a Zoho CRM settings global picklist by ID** (Delete). Delete a zohocrm global picklist by id. Returns an empty 204 response on success. Required: id.
- **Zoho CRM settings global picklists replace picklist values** (Action). Schedule or execute replacement of picklist values for a zohocrm global picklist. Completes immediately (200) when the picklist has no field associations; otherwise schedules asynchronously (202). Returns: code, message, status, details (containing job_id when scheduled). Required: id, replace_picklist_values.
- **Zoho CRM settings global picklists associations** (Action). Retrieve field, module, and layout associations for a zohocrm global picklist. Returns: field (api_name, id, field_label), module (api_name, id, plural_label, module_name), layouts (name, id, status). Returns 204 if no picklist fields are associated. Required: id.
- **List all Zoho CRM settings holidays** (List). List holidays in zohocrm, optionally filtered by year, type, or shift ID. Returns: id, name, date, type, shift_hour, year for each matching holiday.
- **Create a Zoho CRM settings holiday** (Create). Create one or more holidays in zohocrm with specified names, dates, types, and shift associations. Returns: code, status, message, and details (containing the new holiday id) for each created entry. Required: holidays.
- **Update a Zoho CRM settings holiday by ID** (Update). Update the name and/or date of a specific zohocrm holiday. Returns: code, status, message, and details containing the holiday id. Required: id, holidays.
- **List all Zoho CRM settings inventory templates** (List). List inventory templates in zohocrm with support for sorting and filtering. Returns: id, name, modified_time, category. Optionally filter by category (normal or draft), sort by any field using sort_by and sort_order, or apply JSON-stringified filter expressions via filters.
- **Get single Zoho CRM layout map dependency by ID** (Get). Get a single field dependency by dependency_id for a specific layout in Zoho CRM. Returns: id, parent, child, sub_module, internal, active, source, category. Required: layout_id, dependency_id.
- **Create a Zoho CRM layout map dependency** (Create). Create a new field dependency mapping between parent and child picklist fields on a layout in Zoho CRM. Returns: code, status, message, details for the operation result. Required: layout_id, map_dependency (with parent, child, and pick_list_values per item). Only one dependency can be created per request.
- **Update a Zoho CRM layout map dependency by ID** (Update). Update picklist value mappings for an existing field dependency on a layout in Zoho CRM. Use "_delete": null on a mapping entry to remove it. Returns: code, status, message, details. Required: layout_id, dependency_id, map_dependency (with parent, child, and pick_list_values per item).
- **List all Zoho CRM notes notes** (List). List notes in zohocrm associated with a parent module record. Returns: id. Required: parent_record_module, parent_record_id.
- **Update a Zoho CRM notes note by ID** (Update). Update a Note. Updates an existing note associated with a specific parent record. Either note content or note title must be provided (at least one is mandatory).
- **Zoho CRM notes notes bulk update** (Update). Update multiple zohocrm notes in a single request. Provide an array of note objects under the `data` key, each requiring an `id` plus the fields to change. Returns per-record operation status including code, status, message, and details. Required: data.
- **Zoho CRM notes notes bulk delete** (Delete). Delete multiple zohocrm notes in a single request by specifying their IDs. Returns per-record operation status including code, status, message, and details. Required: ids.
- **Create a Zoho CRM org photo** (Create). Upload a photo for the zohocrm organization. Returns: status, code, message, and details confirming the result of the upload operation. Required: file.
- **Zoho CRM org photos bulk delete** (Delete). Delete the zohocrm organization photo (logo). Returns an empty 204 response on success.
- **List all Zoho CRM portal user types** (List). List all portal user types for a Zoho CRM portal. Returns: id, name, active, default, personality_module, modules, active_user_count, deactive_user_count, invitation_field, created_by, created_time, modified_by, modified_time. Required: portal.
- **Create a Zoho CRM portal user type** (Create). Create portal user type. Create one or more portal user types for the specified portal. Request body must include a user_type array with one or more user type objects.
- **Update a Zoho CRM portal user type by ID** (Update). Update portal user type. Update the specified portal user type. Request body must include user_type array with items containing the fields to update.
- **Delete a Zoho CRM portal user type by ID** (Delete). Delete a portal user type by id from a Zoho CRM portal. Returns an empty 204 response on success. Required: portal, user_type_id.
- **Zoho CRM portal user types bulk update** (Update). Create portal user type. Create one or more portal user types for the specified portal. Request body must include a user_type array with one or more user type objects.
- **Zoho CRM portal user types bulk delete** (Delete). Bulk delete portal user types in Zoho CRM from the specified portal. Returns: id, name, modules. Required: portal.
- **List all Zoho CRM settings pipelines** (List). List Zoho CRM pipelines configured for a given layout. Returns a collection of pipeline objects; each record includes id. Optional: layout_id.
- **Get single Zoho CRM settings pipeline by ID** (Get). Get a specific Zoho CRM pipeline by id. Returns the pipeline object including id. Required: id.
- **Create a Zoho CRM settings pipeline** (Create). Create a new Zoho CRM pipeline for a given layout. Returns: code, details, message, status. Optional: layout_id.
- **Zoho CRM settings pipelines partial update** (Update). Partially update a Zoho CRM pipeline by id. Returns: code, details, message, status. Required: id.
- **Zoho CRM settings pipelines bulk update** (Update). Update or delete pipeline settings in zohocrm in bulk for a specified layout. Returns operation results per pipeline including code, details, message, and status. Required: layout_id, pipeline.
- **Zoho CRM settings pipelines transfer** (Action). Transfer records from one or more pipelines to a target pipeline and delete the source pipelines in zohocrm. Returns transfer operation results per pipeline including code, details, message, and status. Required: layout_id, pipeline.
- **Zoho CRM settings pipelines pipeline partial update** (Update). Update a pipeline in the Zoho CRM Deals module. Returns the updated pipeline including its id, name, default flag, stages, and layout. Required: pipeline body array containing the id of the pipeline to update.
- **Get single Zoho CRM settings portal by ID** (Get). Get a specific zohocrm portal by its identifier. Returns: name, saml_configuration. Required: portal.
- **Update a Zoho CRM settings portal by ID** (Update). Update settings for a specific zohocrm portal, including its name and SAML configuration. Returns: code, message, details, status. Required: portal, portals.
- **Delete a Zoho CRM settings portal by ID** (Delete). Delete a specific zohocrm portal by its identifier. Returns: code, message, details, status. Required: portal.
- **List all Zoho CRM settings portals** (List). List all zohocrm portals configured in the organization. Returns: name, saml_configuration.
- **Zoho CRM settings portals bulk update** (Update). Update multiple Zoho CRM portals in a single request. Returns updated portal records including name, id, and url. Required: portals.
- **Zoho CRM settings portals bulk delete** (Delete). Delete multiple Zoho CRM portals in a single request. Returns the deleted portal records including name, id, and url. Required: portals.
- **Zoho CRM settings tags bulk update** (Update). Bulk update multiple tags in Zoho CRM in a single request, with tag ids supplied in the request body. Returns the updated tag records including id, name, and color_code. Required: tags.
- **Create a Zoho CRM settings tag** (Create). Create one or more tags in Zoho CRM. Returns the created tag records including id, name, and color_code. Required: tags.
- **Zoho CRM settings tags merge** (Merge). Merge two Zoho CRM settings tags: the source tag (path id) is merged into the target tag (body tags[].conflict_id). Returns per-tag merge status including code, message, status, and details. Required: id, tags[].conflict_id.
- **Zoho CRM settings tags records count** (Action). Get the number of records associated with a Zoho CRM settings tag by id. Returns: count. Required: id.
- **Create a Zoho CRM settings tags setting** (Create). Create one or more tags for a specific module in Zoho CRM. Returns: code, details (including id, name, and module), message, and status for each created tag. Required: module (query), tags array with name (body).
- **List all Zoho CRM user type users** (List). List Zoho CRM portal users filtered by portal and user type. Returns: personality_id, name, email, active, confirm, status_reason__s, created_time, module, Source__s. Required: portal, user_type.
- **Create a Zoho CRM user type user** (Create). Change status of portal users in bulk. Changing portal users status in bulk.
- **Zoho CRM user type users change status** (Action). Change the status of a specific Zoho CRM portal user identified by record_id within a given portal and user type. Returns: personality_id, name, email, active, confirm, status_reason__s, created_time, module, Source__s. Required: portal, user_type, record_id.
- **List all Zoho CRM automation scoring rules** (List). List all scoring rules configured in Zoho CRM, optionally filtered by module, layout_id, or name. Returns: id, name, description, module, layout, field_rules, touch_point_rules, custom_fields.
- **Get single Zoho CRM automation scoring rule by ID** (Get). Get a single Zoho CRM scoring rule by id. Returns: id, name, description, module, layout, field_rules, touch_point_rules, custom_fields. Required: id.
- **Update a Zoho CRM automation scoring rule by ID** (Update). Update an existing Zoho CRM scoring rule by id. Supports modifying name, description, field_rules, touch_point_rules, and custom_fields. Returns: id, name, description, module, layout, field_rules, touch_point_rules, custom_fields. Required: id, scoring_rules.
- **Delete a Zoho CRM automation scoring rule by ID** (Delete). Delete a single Zoho CRM scoring rule by id. Returns: id, name, description, module, and layout on successful deletion. Required: id.
- **Zoho CRM automation scoring rules bulk update** (Update). Update multiple scoring rules in zohocrm in a single bulk request. Returns the updated rule objects including id, status, and layout. Required: scoring_rules.
- **Zoho CRM automation scoring rules clone** (Action). Clone a scoring rule in zohocrm by rule_id. Returns the newly cloned rule object including id, status, and layout. Required: rule_id.
- **Zoho CRM automation scoring rules automation bulk delete** (Delete). Delete one or more scoring rules in Zoho CRM by ids. Returns per-rule deletion status including code, status, message, and details for each rule processed. Required: ids (comma-separated).
- **Create a Zoho CRM photo** (Create). Upload a photo for a zohocrm record using multipart form data. Returns: code, message, status, details indicating the outcome of the upload. Required: module, record, file.
- **Zoho CRM photos bulk delete** (Delete). Delete the photo from a zohocrm record. Returns an empty 204 response on success. Required: module, record.
- **Zoho CRM records count** (Action). Get the total number of records in a Zoho CRM module, with optional filtering by a Custom View or search parameters. Returns: count. Required: module_api_name. Supply either cvid or one of criteria, email, phone, or word — combining cvid with any search parameter results in an AMBIGUITY_DURING_PROCESSING error.
- **Update a Zoho CRM services by ID** (Update). Update an existing services record by id in Zoho CRM. Returns: code, details, message, status. Required: id, data.
- **Delete a Zoho CRM services by ID** (Delete). Delete a services record by id from Zoho CRM. Returns: code, details, message, status. Required: id.
- **Zoho CRM services s bulk update** (Update). Update multiple Zoho CRM Services records in a single request. Returns an array of per-record operation results, each containing code, details, message, and status. Required: data (array of service objects each including id and the fields to update).
- **Zoho CRM services s bulk delete** (Delete). Delete multiple Zoho CRM Services records by their IDs in a single request. Returns an array of per-record operation results, each containing code, details, message, and status. Required: ids.
- **Get single Zoho CRM settings profile by ID** (Get). Get a single zohocrm CRM profile by id. Returns: id, name, api_name, display_label, type, custom, created_time, modified_time, description, permissions_details, sections. Required: id.
- **Update a Zoho CRM settings profile by ID** (Update). Update a zohocrm CRM profile by id, modifying its name, description, and individual permission toggles. Returns: id, status, code, message, details. Required: id, profiles.
- **Delete a Zoho CRM settings profile by ID** (Delete). Delete a zohocrm CRM profile by id, transferring its users to another profile. Returns: status, code, message, details. Required: id, transfer_to_id.
- **Zoho CRM settings profiles clone** (Action). Clone a zohocrm CRM profile by id to create a new profile. Returns: id, name, api_name, display_label, type, custom, created_time, modified_time, description, permissions_details, sections. Required: id, profiles.
- **Create a Zoho CRM settings record locking configuration** (Create). Create a record locking configuration in Zoho CRM for a module. Returns: id, lock_type, locked_for, restricted_actions, locking_rules, excluded_fields, lock_excluded_profiles, lock_for_portal_users, system_defined, feature_type, created_time, and created_by. Required: module.
- **Delete a Zoho CRM settings record locking configuration by ID** (Delete). Delete a record locking configuration by id in Zoho CRM. Returns an empty 204 response on success. Required: id.
- **Get single Zoho CRM settings recycle bin by ID** (Get). Get a single zohocrm recycle bin record by id. Returns: id, display_name, deleted_time, owner, module (with api_name and id), and deleted_by. Required: id.
- **Zoho CRM settings recycle bins bulk delete** (Delete). Permanently delete multiple zohocrm recycle bin records in a single request. Returns per-record results including status, code, message, and details.
- **Zoho CRM settings recycle bins empty** (Action). Empty the recycle bin. Permanently deletes all records from the Recycle Bin. This action is irreversible, as deleted records cannot be restored after this operation. When the number of records in the Recycle Bin exceeds 1000 (including child records), the deletion will be scheduled as a background job (202 status). If the count is 1000 or fewer, the records are deleted immediately (200 status). Only users with the Admin profile can empty the Recycle Bin.
- **Get single Zoho CRM settings role by ID** (Get). Get a single Zoho CRM role by id. Returns: id, name, api_name, display_label, share_with_peers, reporting_to, forecast_manager, description, created_by__s, modified_by__s, created_time__s, modified_time__s. Required: role.
- **Create a Zoho CRM settings role** (Create). Create one or more new CRM roles in the Zoho CRM organization (up to 100 per request). Returns: code, details (containing the new role id), message, status for each created role. Required: roles.
- **Update a Zoho CRM settings role by ID** (Update). Update a single Zoho CRM role by id. Returns: code, details (containing the updated role id), message, status confirming the update. Required: role.
- **List all Zoho CRM settings service preferences** (List). Retrieve service preference settings for the zohocrm organization. Returns: job_sheet_enabled (boolean indicating whether job sheet generation is enabled upon appointment completion).
- **Zoho CRM settings service preferences bulk update** (Update). Update service preference settings for the zohocrm organization. Returns: job_sheet_enabled. Required: service_preferences.
- **Get single Zoho CRM business hours shift hour by ID** (Get). Get a single Zoho CRM shift hour configuration by its identifier. Returns: id, name, timezone, shift_days, same_as_everyday, users_count, break_hours, holidays, users. Required: shift.
- **Create a Zoho CRM business hours shift hour** (Create). Create one or more new shift hour configurations in Zoho CRM with timing, timezone, break hours, and shift day settings. Returns: id, name, timezone, shift_days, same_as_everyday, users_count, break_hours, holidays, users. Required: shift_hours.
- **Delete a Zoho CRM business hours shift hour by ID** (Delete). Delete a Zoho CRM shift hour configuration by its identifier. Returns an empty 204 response on success. Required: shift.
- **Zoho CRM business hours shift hours bulk update** (Update). Update multiple shift hours records in bulk in Zoho CRM. Returns: code, status, message, and details for each operation result. Required: shift_hours.
- **Get single Zoho CRM settings territory by ID** (Get). Get a single Zoho CRM territory by id. Returns the territory object including id, name, description, permission_type, manager, and reporting_to. Required: id.
- **Delete a Zoho CRM settings territory by ID** (Delete). Delete a Zoho CRM territory by id. Returns operation results including code, status, message, and details. Required: id.
- **Zoho CRM settings territories bulk update** (Update). Bulk update up to 100 territories in zohocrm in a single request. Returns: code, details, message, status per territory operation result. Required: territories (array; each item must include id).
- **Zoho CRM settings territories associated users count** (Action). Get the number of users associated with each territory in zohocrm. Returns: count and territory (containing id and name) for each entry.
- **List all Zoho CRM settings unsubscribe links** (List). List all unsubscribe links configured in zohocrm. Returns: id, name, submission_action_type.
- **Create a Zoho CRM settings unsubscribe link** (Create). Create a new unsubscribe link in zohocrm. Returns: id, name, submission_action_type. Required: submission_action_type.
- **Update a Zoho CRM settings unsubscribe link by ID** (Update). Update an existing zohocrm unsubscribe link by id. Returns: id, name, submission_action_type. Required: id.
- **Delete a Zoho CRM settings unsubscribe link by ID** (Delete). Delete a zohocrm unsubscribe link by id. Returns: code, status, message, details. Required: id.
- **Zoho CRM settings unsubscribe links bulk update** (Update). Bulk update multiple unsubscribe links in Zoho CRM via a single PUT request. Returns modification results for each record including code, status, message, and details. Required: unsubscribe_links in the request body.
- **List all Zoho CRM settings user groups** (List). List all user groups available in the Zoho CRM organization. Returns: id, name, description, created_by, modified_by, created_time, modified_time, and sources_count per group.
- **Get single Zoho CRM settings user group by ID** (Get). Get a single Zoho CRM user group by ID. Returns: id, name, description, created_by, modified_by, created_time, modified_time, and sources_count. Required: group.
- **Update a Zoho CRM settings user group by ID** (Update). Update Group. Update an existing user group in your organization.
- **Zoho CRM settings user groups associated users count** (Action). Get the count of users associated with each user group in Zoho CRM, with optional filtering. Returns: user_group (with id and name) and count of associated users per group.
- **Zoho CRM settings user groups bulk update** (Update). Bulk update multiple Zoho CRM user groups in a single request. Returns: code, status, message, and details for each updated group. Required: user_groups.
- **Zoho CRM settings user groups bulk delete** (Delete). Bulk delete multiple Zoho CRM user groups in a single request. Returns: code, status, message, and details for each deleted group. Required: user_groups.
- **List all Zoho CRM settings variable groups** (List). List all variable groups created in the Zoho CRM org. Returns variable group records including id, name, api_name, description, and variables.
- **Zoho CRM settings variable groups bulk update** (Update). Bulk update multiple variable groups in Zoho CRM settings in a single request. Returns operation results for each updated group including code, details, message, and status. Required: variable_groups.
- **List all Zoho CRM territorie child territories** (List). List child territories under a parent territory in zohocrm. Returns: id, name, api_name, permission_type, manager, reporting_to, created_time, modified_time, created_by, modified_by, description, account_rule_criteria, deal_rule_criteria, and lead_rule_criteria. Required: id.
- **Get single Zoho CRM territorie user by ID** (Get). Get a single user associated with a Zoho CRM territory by user ID. Returns: id. Required: territory, user.
- **Delete a Zoho CRM territorie user by ID** (Delete). Remove a user from a Zoho CRM territory. Returns the operation result including code, status, message, and details with the user id. Required: territory, user.
- **Zoho CRM territorie users bulk update** (Update). Add up to 100 users to a Zoho CRM territory in a single request. Returns the operation result per user including code, status, message, and details with id. Required: territory, users.
- **Update a Zoho CRM user territory by ID** (Update). Associate a territory to a user in Zoho CRM. Returns: code, status, message for the operation result. Required: user, territory, territories.
- **Delete a Zoho CRM user territory by ID** (Delete). Remove a specific territory from a user in Zoho CRM. Returns: code, status, message indicating the removal result. Required: user, territory.
- **Zoho CRM user territories bulk delete** (Delete). Remove multiple territories from a user in Zoho CRM. Returns: code, status, message, details for each territory removal operation. Required: user.
- **Get single Zoho CRM zia org enrichment by ID** (Get). Get a single Zoho CRM Zia organization enrichment record by id. Returns: id, status, enrich_based_on (name, email, website), enriched_data. Required: id.
- **Create a Zoho CRM zia org enrichment** (Create). Trigger a Zia organization enrichment job in zohocrm for a specific CRM record. Returns: code, details (with id of the scheduled job), message, status. Required: module, __zia_org_enrichment. Max 50 enrichment inputs per request.
- **List all Zoho CRM automation tasks** (List). List automation tasks configured in the Zoho CRM organization. Returns task records including id, module, and feature_type. Optionally filter by feature_type or module.
- **List all Zoho CRM automation webhook failures** (List). List webhook execution failures in zohocrm to retrieve detailed information about failed webhook executions in your organization. Returns: id, webhook_id, module, created_time. Supports optional filtering by webhook_id, module, and date range via from and to parameters.
- **List all Zoho CRM automation webhooks** (List). List all webhooks configured in your Zoho CRM account. Returns: id, name, url, method. Optional filters include module, sort_by, sort_order, feature_type, related_module, and filters.
- **Get single Zoho CRM automation webhook by ID** (Get). Get a single webhook by id from your Zoho CRM account. Returns: id, name, url, method. Required: id.
- **Zoho CRM automation webhooks bulk update** (Update). Update multiple existing webhooks in your Zoho CRM account in a single request. Returns: id, name, url, method. Each webhook in the request body must include its id.
- **List all Zoho CRM automation workflow rules** (List). List all workflow rules in Zoho CRM. Returns: id, module, status, execute_on.
- **Zoho CRM automation workflow rules bulk delete** (Delete). Delete multiple zohocrm workflow rules at once. Returns: code, status, message per processed rule. Required: ids.
- **Zoho CRM automation workflow rules usage** (Action). Retrieve the usage report of a specific Zoho CRM workflow rule, showing how many times it was triggered and the success or failure metrics for each associated action within an optional date range. Returns: triggered_count, actions. Required: workflow_rule_id.
- **Get single Zoho CRM settings variable by ID** (Get). Get a single Zoho CRM settings variable by id. Returns: id, name, type, value, description, variable_group, api_name. Required: id.
- **Update a Zoho CRM settings variable by ID** (Update). Update a single Zoho CRM settings variable by id. Returns: code, status, message, details for the updated variable. Required: id, variables.