Integration

Zoho CRM

Connect approved Zoho CRM records and follow-up actions to phone workflows.

Description

AIM AI can be configured to retrieve or update selected Zoho CRM records from a conversation. Modules, fields, search rules, and write permissions are confirmed before implementation.

Authentication

Zoho CRM OAuth 2.0 or an access token is required.
Exact modules, field access, and approved actions are confirmed during workflow scoping.

Supported Actions (12)

These are the operations this integration can perform after the required credentials and permissions are approved.

Upsert leads by email
Create/update/get/delete contacts
List/search contacts
Create/update/get/delete leads
Search leads by email
Create/update/get/delete accounts
Create/update/get/delete deals
List deals
Create/update tasks
Add/list/delete notes
COQL queries
Generic list records

Examples

Use these representative payloads as a technical starting point, then replace the sample values with the approved workflow data.

Zoho CRM - Upsert Lead by Email

Representative workflow configuration for Zoho CRM - Upsert Lead by Email.

JSON

{
  "automationType": "zoho",
  "nodeId": "zoho-upsert-lead-001",
  "nodeParams": {
    "action": "upsert_lead_by_email",
    "params": {
      "email": "john.doe@example.com",
      "fields": {
        "Last_Name": "Doe",
        "Company": "Acme"
      }
    }
  }
}

Zoho CRM - Update Contact

Representative workflow configuration for Zoho CRM - Update Contact.

JSON

{
  "automationType": "zoho",
  "nodeId": "zoho-update-contact-001",
  "nodeParams": {
    "action": "update_contact",
    "params": {
      "id": "3807496000001234567",
      "fields": {
        "Phone": "+1-555-000-1111"
      }
    }
  }
}

Zoho CRM - Search Contact by Phone

Representative workflow configuration for Zoho CRM - Search Contact by Phone.

JSON

{
  "automationType": "zoho",
  "nodeId": "zoho-search-contact-phone-001",
  "nodeParams": {
    "action": "search_contact_by_phone",
    "params": {
      "phone": "+1-555-000-1111"
    }
  }
}

Zoho CRM - Search Lead by Email

Representative workflow configuration for Zoho CRM - Search Lead by Email.

JSON

{
  "automationType": "zoho",
  "nodeId": "zoho-search-lead-email-001",
  "nodeParams": {
    "action": "search_lead_by_email",
    "params": {
      "email": "john.doe@example.com"
    }
  }
}

Zoho CRM - Update Deal

Representative workflow configuration for Zoho CRM - Update Deal.

JSON

{
  "automationType": "zoho",
  "nodeId": "zoho-update-deal-001",
  "nodeParams": {
    "action": "update_deal",
    "params": {
      "id": "3807496000004444444",
      "fields": {
        "Amount": 1250
      }
    }
  }
}

Zoho CRM - Delete Deal

Representative workflow configuration for Zoho CRM - Delete Deal.

JSON

{
  "automationType": "zoho",
  "nodeId": "zoho-delete-deal-001",
  "nodeParams": {
    "action": "delete_deal",
    "params": {
      "id": "3807496000004444444"
    }
  }
}

Zoho CRM - List Notes

Representative workflow configuration for Zoho CRM - List Notes.

JSON

{
  "automationType": "zoho",
  "nodeId": "zoho-list-notes-001",
  "nodeParams": {
    "action": "list_notes",
    "params": {
      "page": 1,
      "perPage": 10
    }
  }
}

Zoho CRM - COQL Query

Representative workflow configuration for Zoho CRM - COQL Query.

JSON

{
  "automationType": "zoho",
  "nodeId": "zoho-coql-001",
  "nodeParams": {
    "action": "coql_query",
    "params": {
      "query": "select Last_Name, Email from Contacts where Email is not null limit 5"
    }
  }
}