Sales & CRM
Manage Zoho CRM records and respond to record changes.
Agents turn emails into leads, keep contacts and deals current, move deals through the pipeline, and log notes and follow-up tasks. Zoho CRM trigger events start an agent when a lead, contact, deal, or other record is created, updated, or deleted, or when a deal reaches a stage.
5,000 free credits to start.
Agent reach
Zoho CRM REST API v8
The full surface, searched at run time.
Connect with
- Your own OAuth app
Register a server-based client in the Zoho API Console. Check Admin access to let agents change settings and manage users. Outside the US data center, set the connection's base URL to your data center's API domain.
Event triggers
Yes · 4 events
Plus manual, schedule, and signed webhook.
What the agent can do
What agents do with Zoho CRM
Helios searches the Zoho CRM REST API v8 at run time. The agent finds the endpoint the task needs and calls it.
- Call Zoho CRM APIs with the connected user's permissions and granted scopes.
- Create, update, and delete records in modules your Zoho account can access.
- Find records with search and COQL queries, and read their related lists.
- Convert leads, move deals between stages, change owners, and update or delete many records at once.
- Work with notes, tasks, tags, attachments, and email through the Zoho CRM API.
- Export and import records in bulk. With Admin access, change fields, layouts, workflow rules, and users.
- Start a run when a record in a built-in module is created, updated, or deleted, or when a deal moves to a stage.
Examples
Tasks you can hand to a Zoho CRM agent
Qualify every new lead
When a lead is created, the agent researches the company, fills in the missing fields, and leaves a note for the owner.
On each new lead, research the company, fill in industry and size, and add a note.
- zoho-crm·read the lead
- apollo·enrich the company and contact
- zoho-crm·update industry and employee count
- zoho-crm·add a note with talking points
Lead qualified: Dana Kim, Northwind
- Logistics, 420 employees
- Recently opened a second warehouse
- Note added for the lead owner
Hand off deals that reach Closed Won
When a deal moves to Closed Won, the agent creates the onboarding task and tells the team, with the deal's context attached.
When a deal moves to Closed Won, create the onboarding task and post the handoff to Slack.
- zoho-crm·read the deal, account, and contacts
- zoho-crm·create an onboarding task on the deal
- slack·post the handoff to #customer-success
Northwind handed off
- Onboarding task assigned to the CSM
- Handoff posted with contract value and contacts
Turn emails into leads
The agent reads inbound emails, creates a lead for each new sender, and skips people who are already in the CRM.
Every hour, create a lead for each new sender in the sales inbox.
- gmail·read new emails in the sales inbox
- zoho-crm·search leads and contacts by email
- zoho-crm·create leads for the new senders
3 leads created
- 2 senders were already contacts
- Each new lead has the email attached as a note
Event triggers
Start a run on Zoho CRM events
Attach any of these events to a workflow and filter on the fields that matter. Manual, schedule, and signed webhook triggers work too.
| Event | What it means |
|---|---|
lead.created | A new lead arrives, so an agent can enrich it and route it. |
deal.updated | A deal changes. Filter on the fields that changed, or on the stage it moved to. |
meeting.created | A meeting is booked, so an agent can prepare a brief for it. |
contact.deleted | A contact is deleted, so an agent can clean up the systems that copied it. |
Works with
Zoho CRM works with the rest of your stack
One agent, one run, several services. It reads from one tool and writes to the next in the same sandbox.
FAQ
Questions, answered
Put an agent on Zoho CRM.
Connect it once and describe the task in chat. Then reuse the prompt as a workflow on a schedule or a webhook.