Zoho CRM

Pull a paged list of records from any module and see what is in your pipeline without opening Zoho

Ask for one record by ID from any module and get the full details back in chat

Add one or many records to any module in a single request without touching the CRM screen

Change a single record by ID and keep its details accurate as things move forward

Edit up to 100 records in one call to keep your data current after a big change

Remove a single record by ID when it is no longer needed

Clear out up to 100 records at once to keep your modules tidy

Insert or update by your duplicate-check fields so imports stay clean and repeatable

Find records by criteria, email, phone, or keyword and get matches back in seconds

Ask a SQL-style question across modules to pull exact, filtered results with joins

Get a quick count of records in any module, with optional filters, for fast reporting

See a record's linked notes, contacts, deals, or activities without hunting through tabs

See every module in your org, including custom ones, to know what you can work with

Pull the metadata for a single module when you need its setup at a glance

See a module's fields, types, and picklists so you know exactly what data it holds

Capture a new lead in Zoho straight from chat so nothing falls through

Turn a qualified lead into a contact, account, and optional deal in one step

Add a new contact to your CRM the moment a relationship starts

Set up a new company account so all its deals and people stay connected

Open a new opportunity and start tracking it toward close without leaving chat

Add a follow-up task tied to the right record so next steps stay on the radar

Schedule a meeting in your CRM calendar and link it to the account or deal

Record or schedule a call against a record to keep your activity history complete

Spin up a new campaign to organize outreach and track its results in Zoho

Add a product to your catalog so it is ready to attach to deals and quotes

Attach a quick note to any record to capture context while it is fresh

Write a note with an explicit parent record when you need full control over where it lands

Read all the notes on a record to catch up on the history in one view

See every file attached to a record so you know what documents are on hand

Add a URL to a record to keep related documents and pages one click away

Pull an attachment's file from a record whenever you need the original

Tag up to 100 records at once to group and filter them your way

Strip tags from up to 100 records to keep your labeling accurate

See who is in your CRM org for assigning owners and routing work

Look up a single CRM user by ID when you need their profile or role

Fetch your org profile, currency, and edition for a quick account overview

See which blueprint steps a record can move to next so you follow your process

Move a record to its next blueprint stage to keep the workflow progressing

Set one field across many records at once to apply a change in bulk

Remove a large batch of records in a single operation to clean up fast

Review a record's full audit history to see who changed what and when

Kick off an async export of a large record set when you need the whole dataset

Track an export job and grab the download link the moment it finishes

Fires when a new record is created in the chosen Zoho CRM module.

Fires when a record is updated in the chosen module.

Fires on create OR update in the chosen module.

Fires when a new Lead is created.

Fires on Lead create or update.

Fires when a new Contact is created.

Fires on Contact create or update.

Fires when a new Event (meeting) is created.

Fires when a new Zoho CRM user is added (polling).