Team
Shared credential for production and unattended runs.
Connect Zoho with Hookshot™ and your stack
Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations
Tools and triggers
What Agents can do in Zoho
Available tools and events after Zoho is connected.
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Convert Zoho CRM Lead
Converts a lead into a contact, account, and optionally a deal in Zoho CRM.
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Create Contact in Zoho CRM
Creates a new contact record in Zoho CRM. Use this action when you need to add a new contact to the CRM system. The Last_Name field is mandatory and must be provided with a non-empty value.
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Create Deal in Zoho CRM
Creates a new deal in Zoho CRM representing a sales opportunity with deal name, stage, amount, and closing date. Use this action when you need to create a sales deal or opportunity in Zoho CRM. Required fields are…
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Create Email Draft in Zoho CRM
Creates email drafts for a specific record in Zoho CRM. Email drafts are saved but not sent, allowing for review and editing before sending. Use this action when you need to prepare email communications associated with…
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Create Lead in Zoho CRM
Creates a new lead record in Zoho CRM with the specified details. The only mandatory field is Last_Name - all other fields are optional. Use this action when you need to add a new lead to Zoho CRM, typically after…
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Create Note in Zoho CRM
Creates a new note attached to a specific record in Zoho CRM. Notes are text annotations that can be added to any standard or custom module record. Use this action when you need to add notes, comments, or text-based…
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Create Zoho CRM Record
Creates new records in a specified module in Zoho CRM. Bulk operations may partially succeed — inspect each item's status field in the response, as some records may be created while others fail.
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Create Zoho CRM Tag
Creates a new tag in Zoho CRM for a specific module. Tags help organize and categorize CRM records. Each module can have up to 100 tags, and each record can have up to 10 tags assigned. Tags must have unique names…
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Create Zoho Event
Creates a new Event record in Zoho CRM. Events represent scheduled activities like meetings, calls, or appointments. Use this action when you need to schedule a new event or meeting in the CRM system. All events…
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Delete Zoho Account
Deletes an existing account record from Zoho CRM. This action permanently removes the account and cannot be undone through the API. Use this action when you need to remove an account record that is no longer needed or…
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Delete Zoho CRM Contact
Deletes a contact from Zoho CRM. This action is irreversible — the contact cannot be recovered once deleted. Use this action when you need to permanently remove a contact record from the CRM. All associated subforms…
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Delete Zoho CRM Deal
Deletes a deal record from Zoho CRM. This action is irreversible — once deleted, the deal cannot be recovered. Use this action when you need to permanently remove a deal from the CRM system. The deal will be moved to…
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Get Call
Retrieves a specific Call record by its unique identifier from Zoho CRM. Use this action when you need to fetch detailed information about a particular call, including its subject, duration, type, participants…
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Get Email Drafts for Zoho CRM Record
Retrieves email drafts associated with a specific record in Zoho CRM. Use this action when you need to view unsent email drafts that have been composed for a CRM record. This returns draft metadata including…
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Get From Addresses
Retrieves the list of from addresses configured for email operations in Zoho CRM. Use this action when you need to get available email addresses for sending emails or configuring email settings. Returns organization…
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Get Zoho CRM Account
Retrieves a specific Account record from Zoho CRM by its unique identifier. Returns complete account details including all standard and custom fields. Use this action when you need to fetch a single account's…
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Get Zoho CRM Contact
Retrieves a single contact record by ID from Zoho CRM. Returns the complete contact details including owner information, account associations, address fields, and all custom fields. Use this action when you need to…
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Get Zoho CRM Module Fields Metadata
Retrieves field metadata for a Zoho CRM module including API names, data types, permissions, and configuration details. Use this tool to discover correct field names and types before creating or updating records…
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Get Zoho CRM Note
Retrieves a single note by its unique identifier from Zoho CRM. Returns the note's title, content, parent record reference, owner details, and timestamps. Use this action when you need to fetch detailed information…
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Get Zoho CRM Record Emails
Retrieves all emails associated with a specific record in Zoho CRM. Use this action when you need to fetch email history for a lead, contact, account, deal, or other CRM record. The response includes email metadata…
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Get Zoho CRM Records
Retrieves records from a specified module in Zoho CRM. Notes: - Discrete (page/per_page) pagination is limited to the first 2,000 records. To retrieve records beyond this, use token-based pagination via page_token from…
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Get Zoho CRM Related Lists Metadata
Retrieves related list metadata for a Zoho CRM module to discover correct api_name values. Use this before updating related records to avoid INVALID_DATA errors from incorrect related_list_api_name. Returns api_name…
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Get Zoho CRM Related Records
Fetch related-list records (e.g., Notes, Attachments, Emails) for a Zoho CRM parent record using related_list_api_name. Use ZOHO_GET_RELATED_LISTS first to discover the correct api_name for the related list you want to…
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Get Zoho CRM Task
Retrieves a specific task record by its ID from Zoho CRM. Returns complete task data including all standard and custom fields, subforms, and multi-user lookup fields that are only available when fetching individual…
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Get Zoho CRM User
Retrieves a specific user from Zoho CRM by their user ID. Returns detailed user information including name, email, role, profile, status, and preferences. Use this action when you need to fetch information about a…
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Get Zoho CRM Users
Tool to retrieve users from Zoho CRM. Use when you need to fetch user information such as IDs, names, emails, roles, or status for setting Owner fields or performing user-related operations in CRM workflows.
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Get Zoho Event
Retrieves a specific event record from Zoho CRM by its unique identifier. Returns complete event details including all standard and custom fields. Use this action when you need to fetch detailed information about a…
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List Attachments for Zoho CRM Record
Tool to list attachment metadata (id, File_Name, Size, Created_Time, etc.) for a specific Zoho CRM record. Use when you need to identify attachments before downloading them via other means. This returns metadata only…
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List Contacts
Retrieves contact records from Zoho CRM with support for pagination, filtering, and sorting. Use this action when you need to fetch a list of contacts from Zoho CRM. This is a specialized action focused on the Contacts…
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List Deals
Retrieves a list of deals from Zoho CRM with support for filtering, sorting, and pagination. Use this action when you need to fetch deal records from Zoho CRM, whether all deals or filtered by specific criteria. The…
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List Zoho CRM Accounts
Retrieves a list of account records from Zoho CRM with pagination and filtering support. Use this action when you need to fetch multiple account records from the Accounts module, optionally filtered by territory…
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List Zoho CRM Calls
Retrieves Call activity records from Zoho CRM with pagination support. Use this action when you need to list calls logged in the CRM, filter by custom views, or retrieve specific Call records by ID. Call records…
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List Zoho CRM Events
Lists events (meetings) from Zoho CRM with pagination and filtering support. Use this action when you need to retrieve scheduled events, meetings, or appointments from Zoho CRM for calendar management, reporting, or…
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List Zoho CRM Leads
Retrieves lead records from Zoho CRM's Leads module with pagination support. Use this action when you need to list, filter, or paginate through leads in the CRM. Supports both discrete pagination (up to 2,000 leads)…
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List Zoho CRM Modules
Lists all available Zoho CRM modules (standard + custom) to reliably select module API names/IDs for operations. Use this tool before calling other module-specific operations to ensure correct module_api_name selection…
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List Zoho CRM Notes
Retrieves a list of notes from Zoho CRM across all modules. Notes are returned in chronological order (oldest first by default). Use this action when you need to view all notes in the CRM, regardless of which record…
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List Zoho CRM Tasks
Retrieves tasks from the Tasks module in Zoho CRM with support for filtering, pagination, and sorting. Use this action when you need to fetch a list of tasks, either all tasks or specific tasks by IDs. Supports both…
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Search Deals in Zoho CRM
Search for Deal records in Zoho CRM using server-side queries. Supports searching by criteria (field conditions), email, phone, or keyword. Use this action when you need to find specific deals instead of listing all…
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Search Events
Search for Events in Zoho CRM using server-side queries. Supports searching by field criteria, email, phone, or keyword. Use this action when you need to find specific events (meetings, appointments, calls) based on…
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Search Leads
Search for lead records in Zoho CRM using server-side queries. Use this action when you need to find specific leads by criteria (field conditions), email address, phone number, or keyword search instead of listing all…
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Search Notes
Search for notes in Zoho CRM using server-side queries. Allows searching notes by criteria (field conditions), keyword, email, or phone number. Use this action when you need to find specific notes based on title…
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Search Zoho CRM Accounts
Search for Account records within Zoho CRM using server-side queries. Returns accounts matching the specified criteria, email, phone, or keyword. Use this action when you need to find specific account records by search…
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Search Zoho CRM Calls
Search for Call records in Zoho CRM using server-side queries. Returns calls matching the specified criteria, email, phone, or keyword. Use this action when you need to find specific Call records instead of retrieving…
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Search Zoho CRM Contacts
Search for contacts in Zoho CRM using server-side queries by criteria, email, phone, or keyword. This action performs efficient server-side filtering in the Contacts module, avoiding pagination limits. Use this action…
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Search Zoho CRM Records
Search for records within a Zoho CRM module using server-side queries. Use when you need to find specific records by criteria, email, phone, or keyword instead of listing all records. This avoids pagination limits and…
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Search Zoho CRM Tasks
Search for tasks in Zoho CRM using flexible criteria including subject, status, priority, or due date. Use this action when you need to find specific task records by criteria, email, phone, or keyword instead of…
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Update Lead
Updates existing lead records in Zoho CRM. Supports updating up to 100 leads per API call. Use this action when you need to modify lead information such as contact details, lead status, lead source, or other…
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Update Related Records in Zoho CRM
Associates or updates relationships between records across different modules in Zoho CRM. This action creates or modifies relationships between a parent record and related records. Common use cases: - Associate…
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Update Zoho CRM Account
Updates an existing Account record in Zoho CRM with the specified field values. Only the fields provided in the request will be updated; other fields remain unchanged. Use this action when you need to modify specific…
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Update Zoho CRM Call
Updates existing call records in the Calls module in Zoho CRM. Supports updating up to 100 call records per API call. Use this action when you need to modify call details such as call duration, call type, subject, or…
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Update Zoho CRM Deal
Updates an existing deal in Zoho CRM. Use this action when you need to modify specific fields of a deal record, such as updating the deal amount, stage, closing date, or associated account. Only the fields included in…
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Update Zoho CRM Email Draft
Updates an existing email draft associated with a record in Zoho CRM. Requires the draft ID, sender address, and text format. Use this action when you need to modify the recipients, subject, content, scheduling, or…
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Update Zoho CRM Event
Updates existing events in Zoho CRM. Supports updating up to 100 events per API call. Use this action when you need to modify event details such as title, start/end times, location, participants, or related records…
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Update Zoho CRM Note
Updates an existing note in Zoho CRM. Only the Note_Title and Note_Content fields can be modified. Read-only fields (Owner, Modified_Time, Created_Time, Modified_By, Created_By) cannot be updated and will be ignored if…
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Update Zoho CRM Record
Updates existing records in a specified module in Zoho CRM. Supports updating up to 100 records per API call. Use field API names (not display names) for all field updates. The 'id' field is mandatory for each record.
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Upload Attachment to Zoho CRM Record
Tool to upload a file as an Attachment to a specific Zoho CRM record. Use when you need to store files (PDFs, documents, images) in a record's Attachments section.
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Validate Zoho CRM Credentials
Validates Zoho CRM credentials by retrieving current user information. Returns user details if credentials are valid. Use this action when you need to verify that API credentials are working correctly before performing…
Setup
Connect Zoho in Hookshot™
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Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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