Zoho CRM MCP connector

• Get Get single Zoho CRM module by ID Get a single Zoho CRM module by its numeric id. Returns: id, api_name, generated_type. Required: id.
• List List all Zoho CRM users List users in zohocrm. Returns: id, type. Max 200 users per response.
• Get Get single Zoho CRM user by ID Get a single zohocrm user by id. Returns: id, type. Required: id.
• Action Zoho CRM users me Get the current authenticated user in zohocrm. Returns: id, type.
• Update Update a Zoho CRM user by ID Update User. Update single user by ID. API exposed to customers
• Action Zoho CRM users associated groups Get the groups associated with a zohocrm user. Returns: id. Required: user.
• Update Zoho CRM users bulk update Update User. Update multiple users. API exposed to customers
• Delete Zoho CRM users transfer and delete Transfer User. Transfer user records, assignments, and criteria to another user
• List List all Zoho CRM deals 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 Update a Zoho CRM deal by ID 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 Get single Zoho CRM field by ID Get a single field's metadata from a Zoho CRM module by id. Returns: id, api_name. Required: id, module.
• Create Create a Zoho CRM field Create Fields. To create custom fields in a module in your Zoho CRM account.
• Update Update a Zoho CRM field by ID Update Field by ID. Update a Custom Field with related to specific module of Zoho CRM Account
• List List all Zoho CRM deal attachments 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 List all Zoho CRM roles List all roles configured in your Zoho CRM organization. Returns: id.
• List List all Zoho CRM notes List notes in Zoho CRM. Returns: id, Note_Title, Note_Content, Parent_Id, and $attachments per note record. Max 200 records per page.
• Delete Delete a Zoho CRM note by ID Permanently delete a specific Zoho CRM note by id. Returns: code, message, status, and details containing the deleted note's id. Required: id.
• Update Update a Zoho CRM note by ID 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.
• Update Zoho CRM notes bulk 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 Create a Zoho CRM event 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 Get single Zoho CRM call by ID 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 Delete a Zoho CRM call by ID 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 List all Zoho CRM leads 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 Get single Zoho CRM lead by ID 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 Create a Zoho CRM lead 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 Update a Zoho CRM lead by ID 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.
• Convert Zoho CRM leads mass 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 Create a Zoho CRM contact 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 Delete a Zoho CRM contact by ID Delete a Zoho CRM contact by id. Returns an empty 204 response on success. Required: id.
• Delete Zoho CRM contacts batch delete Mass delete with record ids and custom view id. Mass delete records with record ids or custom view id
• List List all Zoho CRM tasks 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 Get single Zoho CRM task by ID 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 Create a Zoho CRM task Create a new task record in Zoho CRM. Returns: code, details, message, and status for the operation.
• Update Update a Zoho CRM task by ID Update an existing Zoho CRM task by id. Returns: code, details, message, and status for the operation. Required: id.
• List List all Zoho CRM accounts 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 Create a Zoho CRM account 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 Update a Zoho CRM account by ID 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 Delete a Zoho CRM account by ID 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.
• Merge Zoho CRM accounts merge Merge Records. Merges duplicate records in Zoho CRM modules with field mapping and validation. Supports synchronous and asynchronous merge operations.
• Delete Zoho CRM accounts batch delete Mass delete with record ids and custom view id. Mass delete records with record ids or custom view id
• List List all Zoho CRM emails List emails associated with a Zoho CRM contact record. Returns: id, message_id. Required: contact_id.
• Get Get single Zoho CRM email by ID Get a single email by id for a Zoho CRM contact. Returns: id, message_id. Required: contact_id, id.
• Action Zoho CRM emails link record Link Emails to Deals. Links the emails to the specified deals in CRM.
• Get Get single Zoho CRM pipeline by ID Get a single pipeline in the Zoho CRM Deals module by id. Returns: id, stages. Required: id, layout_id.
• List List all Zoho CRM search 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 List all Zoho CRM tasks search 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 List all Zoho CRM search accounts 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 List all Zoho CRM search deals 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.
• Add Zoho CRM misc add tags Associate tags with records in a zohocrm module. Returns the status of each tag association including code, message, and status. Required: module.
• Delete Zoho CRM misc bulk 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.
• Action Zoho CRM misc clone 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.
• Download Zoho CRM misc download mail merge Download a merged document for a Zoho CRM record using a mail merge template. Returns: code, message, status. Required: module_api_name, record_id.
• Delete Zoho CRM misc mass 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.
• Update Zoho CRM misc mass 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.
• Delete Zoho CRM misc remove tags Remove tags from records in a Zoho CRM module. Returns operation result data including code, status, message, and details per record. Required: module.
• Delete Zoho CRM misc remove territories 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.
• Share Zoho CRM misc 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.
• Share Zoho CRM misc share emails Share Emails of a record. To share emails of specific record with other users in your organization
• Action Zoho CRM misc watch 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 Update a Zoho CRM misc by ID 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 Create a Zoho CRM misc add tag POST /{module}/{id}/actions/add_tags. This endpoint is used to add tags to record
• Create Create a Zoho CRM misc mass delete Mass delete with record ids and custom view id. Mass delete records with record ids or custom view id
• Create Create a Zoho CRM misc portal invite Invite portal users. Send invitations to portal users for a specific module.
• Create Create a Zoho CRM misc remove territory Remove Territories To Records. Auto-generated description for operation `Remove Territories To Records`.
• Create Create a Zoho CRM misc share Create Share Records. Create Share Records. API exposed to customers
• Update Zoho CRM settings modules bulk 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 List all Zoho CRM apis 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 List all Zoho CRM appointments s List appointment records in zohocrm. Returns: id, attributes (appointment module-specific fields).
• Get Get single Zoho CRM appointments by ID Get a single zohocrm appointment record by id. Returns: id, attributes (appointment module-specific fields). Required: id.
• List List all Zoho CRM deleteds 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 Get single Zoho CRM misc op by ID 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.
• Update Zoho CRM misc watch bulk update Update full notification details. Replace all details of an existing notification channel, overwriting its previous configuration.
• Create Create a Zoho CRM misc watch Create notification channels. Create one or more notification channels.
• Get Get single Zoho CRM settings field by ID Get metadata for a specific custom field in a Zoho CRM module by id. Returns: id, attributes. Required: id, module.
• Get Get single Zoho CRM settings layout by ID Get a specific layout by id in Zoho CRM. Returns layout configuration including id, name, status, sections, and profiles. Required: id, module.
• Delete Delete a Zoho CRM settings layout by ID 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 Create a Zoho CRM upsert 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 Create a Zoho CRM users transfer and delete Transfer User. Transfer user records, assignments, and criteria to another user
• List List all Zoho CRM users transfer and delete List Zoho CRM user records associated with the transfer_and_delete action endpoint. Returns user status objects including id and attributes.
• Delete Delete a Zoho CRM users user by ID Delete a user from your zohocrm organization by user ID. Returns an empty 204 response on success. Required: user.
• Get Get single Zoho CRM users user by ID Get a single zohocrm user by user ID. Returns: id. Required: user.
• List List all Zoho CRM users users List users in your zohocrm organization. Returns: id.
• Create Create a Zoho CRM composite request 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 List all Zoho CRM conversion options 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 Get single Zoho CRM attachment by ID 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 Delete a Zoho CRM attachment by ID 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 List all Zoho CRM contact roles 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.
• Update Zoho CRM contact roles bulk 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 List all Zoho CRM contacts roles List all contact roles in Zoho CRM. Returns: id, name, sequence_number. Up to 100 roles per response.
• Create Create a Zoho CRM contacts role 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.
• Update Zoho CRM contacts roles bulk 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.
• Delete Zoho CRM contacts roles bulk 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 Get single Zoho CRM contacts role by ID Get a single contact role by its ID in Zoho CRM. Returns: id, name, sequence_number. Required: role.
• Update Update a Zoho CRM contacts role by ID 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 Create a Zoho CRM coql 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 Create a Zoho CRM leads mass convert 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 Create a Zoho CRM org currency 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).
• Update Zoho CRM org currencies bulk 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.
• Update Zoho CRM org currencies org bulk 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 Create a Zoho CRM read 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 Get single Zoho CRM read by ID 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 List all Zoho CRM settings audit log exports 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 Create a Zoho CRM settings audit log export 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 Get single Zoho CRM settings audit log export by ID 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 List all Zoho CRM settings business hours 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.
• Update Zoho CRM settings business hours bulk 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 List all Zoho CRM settings call preferences 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 List all Zoho CRM settings custom views List all zohocrm custom views for a module. Returns: id, display_value, access_type, category, system_defined, default, module, created_by, modified_by.
• Action Zoho CRM settings custom views change sort Change the sort order of one or more zohocrm custom views in a module. Returns: code, status, message, details. Required: custom_views.
• List List all Zoho CRM settings data sharings 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.
• Update Zoho CRM settings data sharings bulk 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 Get single Zoho CRM email draft by ID 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 Create a Zoho CRM email draft 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 Update a Zoho CRM email draft by ID 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 Delete a Zoho CRM email draft by ID Delete an email draft from a zohocrm record by draft id. Returns an empty 204 response on success. Required: module, record, draft.
• List List all Zoho CRM emails sharing details 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 List all Zoho CRM features 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 Delete a Zoho CRM automation field update by ID Delete an automation field update action by id in Zoho CRM. Returns the deletion result including id and attributes on success. Required: id.
• Delete Zoho CRM automation field updates bulk 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 List all Zoho CRM files 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 Create a Zoho CRM file 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 Create a Zoho CRM locking information 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 Update a Zoho CRM locking information by ID 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 Delete a Zoho CRM locking information by ID Delete locking information for a zohocrm record, effectively unlocking it. Returns an empty 204 response on success. Required: module_name, record_id, lock_id.
• Update Zoho CRM locking information s bulk 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 List all Zoho CRM settings duplicate check preferences 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 Create a Zoho CRM settings duplicate check preference Create duplicate check preference settings for a zohocrm module. Returns: code, status, message, details. Required: module.
• Duplicate Zoho CRM settings duplicate check preferences bulk update Update duplicate check preference settings for a zohocrm module. Returns: code, status, message, details.
• Update Zoho CRM settings fiscal years bulk update Update the fiscal year settings for the Zoho CRM organization. Returns: start_month, end_month, is_default. Required: fiscal_year.
• List List all Zoho CRM settings global picklists 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 Get single Zoho CRM settings global picklist by ID 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 Create a Zoho CRM settings global picklist 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 Delete a Zoho CRM settings global picklist by ID Delete a zohocrm global picklist by id. Returns an empty 204 response on success. Required: id.
• Action Zoho CRM settings global picklists replace picklist values 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.
• Action Zoho CRM settings global picklists associations 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 List all Zoho CRM settings holidays 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 Create a Zoho CRM settings holiday 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 Update a Zoho CRM settings holiday by ID 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 List all Zoho CRM settings inventory templates 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 Get single Zoho CRM layout map dependency by ID 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 Create a Zoho CRM layout map dependency 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 Update a Zoho CRM layout map dependency by ID 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 List all Zoho CRM notes notes List notes in zohocrm associated with a parent module record. Returns: id. Required: parent_record_module, parent_record_id.
• Update Update a Zoho CRM notes note by ID 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).
• Update Zoho CRM notes notes bulk 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.
• Delete Zoho CRM notes notes bulk 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 Create a Zoho CRM org photo Upload a photo for the zohocrm organization. Returns: status, code, message, and details confirming the result of the upload operation. Required: file.
• Delete Zoho CRM org photos bulk delete Delete the zohocrm organization photo (logo). Returns an empty 204 response on success.
• List List all Zoho CRM portal user types 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 Create a Zoho CRM portal user type 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 Update a Zoho CRM portal user type by ID 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 Delete a Zoho CRM portal user type by ID Delete a portal user type by id from a Zoho CRM portal. Returns an empty 204 response on success. Required: portal, user_type_id.
• Update Zoho CRM portal user types bulk 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.
• Delete Zoho CRM portal user types bulk delete Bulk delete portal user types in Zoho CRM from the specified portal. Returns: id, name, modules. Required: portal.
• List List all Zoho CRM settings pipelines List Zoho CRM pipelines configured for a given layout. Returns a collection of pipeline objects; each record includes id. Optional: layout_id.
• Get Get single Zoho CRM settings pipeline by ID Get a specific Zoho CRM pipeline by id. Returns the pipeline object including id. Required: id.
• Create Create a Zoho CRM settings pipeline Create a new Zoho CRM pipeline for a given layout. Returns: code, details, message, status. Optional: layout_id.
• Update Zoho CRM settings pipelines partial update Partially update a Zoho CRM pipeline by id. Returns: code, details, message, status. Required: id.
• Update Zoho CRM settings pipelines bulk 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.
• Action Zoho CRM settings pipelines transfer 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.
• Update Zoho CRM settings pipelines pipeline partial 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 Get single Zoho CRM settings portal by ID Get a specific zohocrm portal by its identifier. Returns: name, saml_configuration. Required: portal.
• Update Update a Zoho CRM settings portal by ID Update settings for a specific zohocrm portal, including its name and SAML configuration. Returns: code, message, details, status. Required: portal, portals.
• Delete Delete a Zoho CRM settings portal by ID Delete a specific zohocrm portal by its identifier. Returns: code, message, details, status. Required: portal.
• List List all Zoho CRM settings portals List all zohocrm portals configured in the organization. Returns: name, saml_configuration.
• Update Zoho CRM settings portals bulk update Update multiple Zoho CRM portals in a single request. Returns updated portal records including name, id, and url. Required: portals.
• Delete Zoho CRM settings portals bulk delete Delete multiple Zoho CRM portals in a single request. Returns the deleted portal records including name, id, and url. Required: portals.
• Update Zoho CRM settings tags bulk 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 Create a Zoho CRM settings tag Create one or more tags in Zoho CRM. Returns the created tag records including id, name, and color_code. Required: tags.
• Merge Zoho CRM settings tags 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.
• Action Zoho CRM settings tags records count Get the number of records associated with a Zoho CRM settings tag by id. Returns: count. Required: id.
• Create Create a Zoho CRM settings tags setting 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 List all Zoho CRM user type users 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 Create a Zoho CRM user type user Change status of portal users in bulk. Changing portal users status in bulk.
• Action Zoho CRM user type users change status 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 List all Zoho CRM automation scoring rules 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 Get single Zoho CRM automation scoring rule by ID 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 Update a Zoho CRM automation scoring rule by ID 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 Delete a Zoho CRM automation scoring rule by ID Delete a single Zoho CRM scoring rule by id. Returns: id, name, description, module, and layout on successful deletion. Required: id.
• Update Zoho CRM automation scoring rules bulk 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.
• Action Zoho CRM automation scoring rules clone Clone a scoring rule in zohocrm by rule_id. Returns the newly cloned rule object including id, status, and layout. Required: rule_id.
• Delete Zoho CRM automation scoring rules automation bulk 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 Create a Zoho CRM photo 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.
• Delete Zoho CRM photos bulk delete Delete the photo from a zohocrm record. Returns an empty 204 response on success. Required: module, record.
• Action Zoho CRM records count 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 Update a Zoho CRM services by ID Update an existing services record by id in Zoho CRM. Returns: code, details, message, status. Required: id, data.
• Delete Delete a Zoho CRM services by ID Delete a services record by id from Zoho CRM. Returns: code, details, message, status. Required: id.
• Update Zoho CRM services s bulk 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).
• Delete Zoho CRM services s bulk 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 Get single Zoho CRM settings profile by ID 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 Update a Zoho CRM settings profile by ID 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 Delete a Zoho CRM settings profile by ID Delete a zohocrm CRM profile by id, transferring its users to another profile. Returns: status, code, message, details. Required: id, transfer_to_id.
• Action Zoho CRM settings profiles clone 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 Create a Zoho CRM settings record locking configuration 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 Delete a Zoho CRM settings record locking configuration by ID Delete a record locking configuration by id in Zoho CRM. Returns an empty 204 response on success. Required: id.
• Get Get single Zoho CRM settings recycle bin by ID 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.
• Delete Zoho CRM settings recycle bins bulk delete Permanently delete multiple zohocrm recycle bin records in a single request. Returns per-record results including status, code, message, and details.
• Action Zoho CRM settings recycle bins empty 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 Get single Zoho CRM settings role by ID 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 Create a Zoho CRM settings role 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 Update a Zoho CRM settings role by ID Update a single Zoho CRM role by id. Returns: code, details (containing the updated role id), message, status confirming the update. Required: role.
• List List all Zoho CRM settings service preferences Retrieve service preference settings for the zohocrm organization. Returns: job_sheet_enabled (boolean indicating whether job sheet generation is enabled upon appointment completion).
• Update Zoho CRM settings service preferences bulk update Update service preference settings for the zohocrm organization. Returns: job_sheet_enabled. Required: service_preferences.
• Get Get single Zoho CRM business hours shift hour by ID 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 Create a Zoho CRM business hours shift hour 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 Delete a Zoho CRM business hours shift hour by ID Delete a Zoho CRM shift hour configuration by its identifier. Returns an empty 204 response on success. Required: shift.
• Update Zoho CRM business hours shift hours bulk 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 Get single Zoho CRM settings territory by ID 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 Delete a Zoho CRM settings territory by ID Delete a Zoho CRM territory by id. Returns operation results including code, status, message, and details. Required: id.
• Update Zoho CRM settings territories bulk 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).
• Action Zoho CRM settings territories associated users count Get the number of users associated with each territory in zohocrm. Returns: count and territory (containing id and name) for each entry.
• List List all Zoho CRM settings unsubscribe links List all unsubscribe links configured in zohocrm. Returns: id, name, submission_action_type.
• Create Create a Zoho CRM settings unsubscribe link Create a new unsubscribe link in zohocrm. Returns: id, name, submission_action_type. Required: submission_action_type.
• Update Update a Zoho CRM settings unsubscribe link by ID Update an existing zohocrm unsubscribe link by id. Returns: id, name, submission_action_type. Required: id.
• Delete Delete a Zoho CRM settings unsubscribe link by ID Delete a zohocrm unsubscribe link by id. Returns: code, status, message, details. Required: id.
• Update Zoho CRM settings unsubscribe links bulk 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 List all Zoho CRM settings user groups 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 Get single Zoho CRM settings user group by ID 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 Update a Zoho CRM settings user group by ID Update Group. Update an existing user group in your organization.
• Action Zoho CRM settings user groups associated users count 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.
• Update Zoho CRM settings user groups bulk 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.
• Delete Zoho CRM settings user groups bulk 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 List all Zoho CRM settings variable groups List all variable groups created in the Zoho CRM org. Returns variable group records including id, name, api_name, description, and variables.
• Update Zoho CRM settings variable groups bulk 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 List all Zoho CRM territorie child territories 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 Get single Zoho CRM territorie user by ID Get a single user associated with a Zoho CRM territory by user ID. Returns: id. Required: territory, user.
• Delete Delete a Zoho CRM territorie user by ID 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.
• Update Zoho CRM territorie users bulk 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 Update a Zoho CRM user territory by ID Associate a territory to a user in Zoho CRM. Returns: code, status, message for the operation result. Required: user, territory, territories.
• Delete Delete a Zoho CRM user territory by ID Remove a specific territory from a user in Zoho CRM. Returns: code, status, message indicating the removal result. Required: user, territory.
• Delete Zoho CRM user territories bulk delete Remove multiple territories from a user in Zoho CRM. Returns: code, status, message, details for each territory removal operation. Required: user.
• Get Get single Zoho CRM zia org enrichment by ID 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 Create a Zoho CRM zia org enrichment 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 List all Zoho CRM automation tasks 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 List all Zoho CRM automation webhook failures 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 List all Zoho CRM automation webhooks 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 Get single Zoho CRM automation webhook by ID Get a single webhook by id from your Zoho CRM account. Returns: id, name, url, method. Required: id.
• Update Zoho CRM automation webhooks bulk 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 List all Zoho CRM automation workflow rules List all workflow rules in Zoho CRM. Returns: id, module, status, execute_on.
• Delete Zoho CRM automation workflow rules bulk delete Delete multiple zohocrm workflow rules at once. Returns: code, status, message per processed rule. Required: ids.
• Action Zoho CRM automation workflow rules usage 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 Get single Zoho CRM settings variable by ID Get a single Zoho CRM settings variable by id. Returns: id, name, type, value, description, variable_group, api_name. Required: id.
• Update Update a Zoho CRM settings variable by ID Update a single Zoho CRM settings variable by id. Returns: code, status, message, details for the updated variable. Required: id, variables.

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