Zoho CRM
CRM & salesOAuth 2.0Connection test available
Zoho CRM records, search, lead conversion, notes and attachments (OAuth2 refresh-token grant, per data centre).
OCNORA ships 12 typed Zoho CRM operations. Each node has a schema-driven form, input and output tables beside its settings, and is pre-flighted by Workflow Health before your first real run.
Before you connect Zoho CRM
- Authentication
- OAuth 2.0
- Credential
- {"client_id": "…", "client_secret": "…", "refresh_token": "…"}
- Connection test
- Available: the stored credential can be checked against the provider when you add it. This is not a record that a test was run or passed.
What you can do with Zoho CRM
Operations, grouped by what they do to your data.
Create and send 4
Read and search 5
Update 1
Delete and cancel 1
Other operations 1
A sample Zoho CRM workflow
- 1A core triggerStart the run from a chat, form, manual, schedule, webhook, workflow trigger — no Zoho CRM trigger is needed.
- 2Get Recordzoho_crm.get_recordFetch one record from a Zoho CRM module by its id, and fail the step when Zoho holds no such record.
- 3Convert Leadzoho_crm.convert_leadConvert a lead into a contact, an account and optionally a deal, and return the ids of the records Zoho created.
An outline built from this provider’s node contracts, not a recorded run. Each step’s output fields are available to the next in the field picker.
Every node below has a reference page: what it does, the connection it needs, its config fields with types, constraints and examples, and the shapes it emits.
Operations 12
- Convert LeadConvert a lead into a contact, an account and optionally a deal, and return the ids of the records Zoho created.zoho_crm.convert_lead
- Add NoteAttach a note to one record in any Zoho CRM module, so an automated action leaves a trail a salesperson can read.zoho_crm.create_note
- Create RecordsInsert one or more records into a Zoho CRM module and return Zoho's per-record status, so a batch in which only some records were written reports both halves.zoho_crm.create_records
- Delete RecordsDelete up to 100 records from a Zoho CRM module by id and return Zoho's per-record status for the batch.zoho_crm.delete_records
- Get RecordFetch one record from a Zoho CRM module by its id, and fail the step when Zoho holds no such record.zoho_crm.get_record
- List Module FieldsList the field metadata for one Zoho CRM module, which gives you the field API names the record nodes expect.zoho_crm.list_fields
- List ModulesList every module in the Zoho CRM organisation with its API name and capabilities, which is how you discover custom module names.zoho_crm.list_modules
- List RecordsRead one page of records from a Zoho CRM module, with the field list, sort and custom view Zoho's Get Records endpoint accepts.zoho_crm.list_records
- Search RecordsSearch one Zoho CRM module by criteria expression, email address, phone number or free-text word, and return the matching page of records.zoho_crm.search_records
- Update RecordsUpdate existing records in a Zoho CRM module, either one record named by record_id or a batch that carries an id inside each record object.zoho_crm.update_records
- Upload AttachmentAttach a file to one Zoho CRM record, either by uploading its bytes or by handing Zoho a link to fetch.zoho_crm.upload_attachment
- Upsert RecordsInsert records into a Zoho CRM module, or update the ones that already exist, matching on the duplicate check fields. Each result says whether it was an insert or an update and on which field it matched.zoho_crm.upsert_records
Zoho CRM questions
- How does OCNORA authenticate with Zoho CRM?
- With a stored OAuth 2.0 credential, shaped {"client_id": "…", "client_secret": "…", "refresh_token": "…"}. A connection test can check it when you add it.
- What can I automate with Zoho CRM?
- 12 typed operations, each with a reference page listing its config fields and the shapes it emits.
- What if the Zoho CRM operation I need is not listed?
- Where Zoho CRM has an HTTP API, call it from the HTTP node with the same credential, or describe the step to the AI builder, which asks our team for a typed node when one is missing.
- Are there templates that use Zoho CRM?
- Not yet. Start from a blank workflow, or describe the workflow to Build with AI.
- How are Zoho CRM calls controlled?
- Every call and every run step is audited, runs count against the execution budget, and Workflow Health pre-flights the workflow when you save it.
See your first Zoho CRM workflow run.
Book a technical demo. We add the connection, pick a template or describe the workflow to Build with AI, and Workflow Health checks it before it runs.