Zoho CRM

Manage leads, contacts, accounts, deals, tasks and notes in Zoho CRM, convert leads, and query your CRM data with COQL.

Actions

Action	What it does
Add Zoho CRM note	Attach a note to a lead, contact, account or deal.
Convert Zoho CRM lead	Convert a lead into a contact and account, optionally creating a deal.
Create Zoho CRM account	Create an account (company).
Create Zoho CRM contact	Create a contact, optionally linked to an existing account.
Create Zoho CRM deal	Create a deal.
Create Zoho CRM lead	Create a lead.
Create Zoho CRM task	Create a task, optionally attached to a lead, contact, account or deal.
Delete Zoho CRM account	Delete an account.
Delete Zoho CRM contact	Delete a contact.
Delete Zoho CRM deal	Delete a deal.
Delete Zoho CRM lead	Delete a lead.
Delete Zoho CRM task	Delete a task.
Get Zoho CRM record	Fetch one record by id from any core module.
List Zoho CRM notes	List the notes attached to one record.
List Zoho CRM records	List records from a module, most recently created first.
Query Zoho CRM records	Run a COQL SELECT against your CRM data.
Search Zoho CRM records	Find records by email, phone, free text, or a criteria expression.
Update Zoho CRM contact	Update fields on an existing contact.
Update Zoho CRM deal	Update a deal, most often to advance its stage.
Update Zoho CRM lead	Update fields on an existing lead.

Add Zoho CRM note

Attach a note to a lead, contact, account or deal. The note appears in that record's Notes timeline.

Inputs

Record typemoduletextRequired: Module of the record to attach the note to.One of: Leads, Contacts, Accounts, Deals.
Record IDrecord_idtextRequired: Id of the record the note belongs to.
Notenote_contenttextRequired: The note text.
Note titlenote_titletext: Optional title shown above the note.

Outputs

codetext
detailsobject
idtext
messagetext

Example output

{
  "code": "SUCCESS",
  "details": {
    "id": "4876876000000378050"
  },
  "id": "4876876000000378050",
  "message": "record added"
}

Convert Zoho CRM lead

Convert a lead into a contact and account, optionally creating a deal. Zoho requires the deal name, closing date and stage whenever a deal is created.

Inputs

Lead IDlead_idtextRequired: Zoho lead id, or a lead URL containing one.
Also create a dealcreate_dealtrue/false: Create a deal as part of the conversion. The deal name, closing date and stage below are then required.Default: false.
Deal namedeal_nametext: Name for the new deal.
Expected closing dateclosing_datedate: Expected closing date for the new deal.
Deal stagestagetext: Stage from your org's Deal Stage picklist.
Pipelinepipelinetext: Pipeline the new deal belongs to. Leave empty unless your org has more than one pipeline -- a single-pipeline org has no Pipeline field at all, so this list is empty there and nothing is needed.
Assign converted records toassign_to_idtext: Zoho user to own the converted records.

Outputs

Accountstext
Contactstext
Dealstext

Example output

{
  "Accounts": "4876876000000378020",
  "Contacts": "4876876000000378010",
  "Deals": "4876876000000378030"
}

Create Zoho CRM account

Create an account (company). Only the account name is required.

Inputs

Account nameaccount_nametextRequired: Company name (Zoho's only mandatory field).
Phonephonetext: Main phone number.
Websitewebsitetext: Company website.
Industryindustrytext: Industry, e.g. 'Technology'.
Billing citybilling_citytext: Billing address city.
Billing countrybilling_countrytext: Billing address country.
Descriptiondescriptiontext: Free-text notes stored on the account.
Ownerowner_idtext: Zoho user who should own the account.
Other fieldsextra_fieldsobject: Any further Zoho field API names to set, as an object -- use this for your org's custom fields, e.g. {"Industry": "Retail"}.

Outputs

codetext
detailsobject
idtext
messagetext

Example output

{
  "code": "SUCCESS",
  "details": {
    "id": "4876876000000378020"
  },
  "id": "4876876000000378020",
  "message": "record added"
}

Create Zoho CRM contact

Create a contact, optionally linked to an existing account. Only the last name is required.

Inputs

Last namelast_nametextRequired: Contact's last name (Zoho's only mandatory field).
First namefirst_nametext: Contact's first name.
Emailemailtext: Contact's email address.
Phonephonetext: Contact's phone number.
Titletitletext: Job title.
Account IDaccount_idtext: Account to link the contact to. Use 'List Zoho CRM records' or 'Search Zoho CRM records' to find its id.
Descriptiondescriptiontext: Free-text notes stored on the contact.
Ownerowner_idtext: Zoho user who should own the contact.
Other fieldsextra_fieldsobject: Any further Zoho field API names to set, as an object -- use this for your org's custom fields, e.g. {"Industry": "Retail"}.

Outputs

codetext
detailsobject
idtext
messagetext

Example output

{
  "code": "SUCCESS",
  "details": {
    "id": "4876876000000378010"
  },
  "id": "4876876000000378010",
  "message": "record added"
}

Create Zoho CRM deal

Create a deal. Zoho requires a name, a stage and a closing date; link it to an account or contact to have it show on their record.

Inputs

Deal namedeal_nametextRequired: Name for the deal.
StagestagetextRequired: Stage from your org's Deal Stage picklist.
Expected closing dateclosing_datedateRequired: Date the deal is expected to close.
Amountamountnumber: Deal value, in the org's currency.At least 0.
Account IDaccount_idtext: Account this deal belongs to.
Contact IDcontact_idtext: Primary contact for this deal.
Pipelinepipelinetext: Pipeline the deal belongs to. Only required if your org has more than one.
Descriptiondescriptiontext: Free-text notes stored on the deal.
Ownerowner_idtext: Zoho user who should own the deal.
Other fieldsextra_fieldsobject: Any further Zoho field API names to set, as an object -- use this for your org's custom fields, e.g. {"Industry": "Retail"}.

Outputs

codetext
detailsobject
idtext
messagetext

Example output

{
  "code": "SUCCESS",
  "details": {
    "id": "4876876000000378030"
  },
  "id": "4876876000000378030",
  "message": "record added"
}

Create Zoho CRM lead

Create a lead. Only the last name is required; Zoho fills the rest of the layout with whatever you supply.

Inputs

Last namelast_nametextRequired: Lead's last name (Zoho's only mandatory field).
Companycompanytext: Company the lead belongs to.
First namefirst_nametext: Lead's first name.
Emailemailtext: Lead's email address.
Phonephonetext: Lead's phone number.
Lead statuslead_statustext: Status from your org's Lead Status picklist.
Lead sourcelead_sourcetext: Where the lead came from, e.g. 'Web Download'.
Descriptiondescriptiontext: Free-text notes stored on the lead.
Ownerowner_idtext: Zoho user who should own the lead.
Other fieldsextra_fieldsobject: Any further Zoho field API names to set, as an object -- use this for your org's custom fields, e.g. {"Industry": "Retail"}.

Outputs

codetext
detailsobject
idtext
messagetext

Example output

{
  "code": "SUCCESS",
  "details": {
    "Created_Time": "2026-09-03T10:15:00+05:30",
    "Modified_Time": "2026-09-03T10:15:00+05:30",
    "id": "4876876000000378001"
  },
  "id": "4876876000000378001",
  "message": "record added"
}

Create Zoho CRM task

Create a task, optionally attached to a lead, contact, account or deal.

Inputs

SubjectsubjecttextRequired: What the task is, e.g. 'Follow up on quote'.
Statusstatustext: Task status.One of: Not Started, Deferred, In Progress, Completed, Waiting on someone else.
Priorityprioritytext: Task priority.One of: High, Highest, Normal, Low, Lowest.
Due datedue_datedate: When the task is due.
Descriptiondescriptiontext: Further detail about the task.
Related to (module)related_moduletext: Module of the record to attach the task to. Required if a related record id is given.One of: Leads, Contacts, Accounts, Deals.
Related record IDrelated_record_idtext: Id of the record to attach the task to.
Ownerowner_idtext: Zoho user the task is assigned to.

Outputs

codetext
detailsobject
idtext
messagetext

Example output

{
  "code": "SUCCESS",
  "details": {
    "id": "4876876000000378040"
  },
  "id": "4876876000000378040",
  "message": "record added"
}

Delete Zoho CRM account

Delete an account. Zoho moves it to the recycle bin, where it can be restored for 60 days.

Inputs

Account IDaccount_idtextRequired: Zoho account id, or an account URL containing one.

Outputs

codetext
detailsobject
idtext
messagetext

Example output

{
  "code": "SUCCESS",
  "details": {
    "id": "4876876000000378020"
  },
  "id": "4876876000000378020",
  "message": "record deleted"
}

Delete Zoho CRM contact

Delete a contact. Zoho moves it to the recycle bin, where it can be restored for 60 days.

Inputs

Contact IDcontact_idtextRequired: Zoho contact id, or a contact URL containing one.

Outputs

codetext
detailsobject
idtext
messagetext

Example output

{
  "code": "SUCCESS",
  "details": {
    "id": "4876876000000378010"
  },
  "id": "4876876000000378010",
  "message": "record deleted"
}

Delete Zoho CRM deal

Delete a deal. Zoho moves it to the recycle bin, where it can be restored for 60 days.

Inputs

Deal IDdeal_idtextRequired: Zoho deal id, or a deal URL containing one.

Outputs

codetext
detailsobject
idtext
messagetext

Example output

{
  "code": "SUCCESS",
  "details": {
    "id": "4876876000000378030"
  },
  "id": "4876876000000378030",
  "message": "record deleted"
}

Delete Zoho CRM lead

Delete a lead. Zoho moves it to the recycle bin, where it can be restored for 60 days.

Inputs

Lead IDlead_idtextRequired: Zoho lead id, or a lead URL containing one.

Outputs

codetext
detailsobject
idtext
messagetext

Example output

{
  "code": "SUCCESS",
  "details": {
    "id": "4876876000000378001"
  },
  "id": "4876876000000378001",
  "message": "record deleted"
}

Delete Zoho CRM task

Delete a task. Zoho moves it to the recycle bin, where it can be restored for 60 days.

Inputs

Task IDtask_idtextRequired: Zoho task id, or a task URL containing one.

Outputs

codetext
detailsobject
idtext
messagetext

Example output

{
  "code": "SUCCESS",
  "details": {
    "id": "4876876000000378040"
  },
  "id": "4876876000000378040",
  "message": "record deleted"
}

Get Zoho CRM record

Fetch one record by id from any core module. Reads go straight to the record store, so this sees a record the instant it is created, unlike search, which waits on Zoho's index.

Inputs

Record typemoduletextRequired: Module to read from.One of: Leads, Contacts, Accounts, Deals, Tasks.
Record IDrecord_idtextRequired: Zoho record id, or a record URL containing one.

Outputs

Amountnumber
Billing_Citytext
Billing_Countrytext
Closing_Datetext
Companytext
Created_Timetext
Deal_Nametext
Descriptiontext
Due_Datetext
Emailtext
First_Nametext
Full_Nametext
Industrytext
Last_Nametext
Lead_Sourcetext
Lead_Statustext
Modified_Timetext
Ownerobject
Phonetext
Pipelinetext
Prioritytext
Probabilitynumber
Stagetext
Statustext
Subjecttext
Titletext
Websitetext
idtext

Example output

{
  "Company": "Northwind Traders",
  "Email": "dana@example.com",
  "First_Name": "Dana",
  "Full_Name": "Dana Ramirez",
  "Last_Name": "Ramirez",
  "Lead_Status": "Not Contacted",
  "Owner": {
    "email": "sam@example.com",
    "id": "4876876000000123001",
    "name": "Sam Patel"
  },
  "id": "4876876000000378001"
}

List Zoho CRM notes

List the notes attached to one record.

Inputs

Record typemoduletextRequired: Module the record belongs to.One of: Leads, Contacts, Accounts, Deals.
Record IDrecord_idtextRequired: Id of the record whose notes to list.
Maximum recordslimitnumber: How many records to return (1-200).From 1 to 200. Default: 20.

Outputs

Response envelope; the records are in the "results" field and the paging block in "info".

infoobject
resultslist

Example output

{
  "info": {
    "count": 1,
    "more_records": false
  },
  "results": [
    {
      "Created_Time": "2026-09-03T10:20:00+05:30",
      "Modified_Time": "2026-09-03T10:20:00+05:30",
      "Note_Content": "Asked for a follow-up next quarter.",
      "Note_Title": "Call summary",
      "Owner": {
        "email": "dana@example.com",
        "id": "4876876000000317001",
        "name": "Dana Reed"
      },
      "Parent_Id": {
        "id": "4876876000000378001",
        "name": "Ramirez"
      },
      "id": "4876876000000378050"
    }
  ]
}

List Zoho CRM records

List records from a module, most recently created first.

Inputs

Record typemoduletextRequired: Module to list.One of: Leads, Contacts, Accounts, Deals, Tasks.
Maximum recordslimitnumber: How many records to return (1-200).From 1 to 200. Default: 20.

Outputs

Response envelope; the records are in the "results" field and the paging block in "info".

infoobject
resultslist

Example output

{
  "info": {
    "count": 1,
    "more_records": false,
    "page": 1,
    "per_page": 20
  },
  "results": [
    {
      "Company": "Northwind Traders",
      "Email": "dana@example.com",
      "Last_Name": "Ramirez",
      "id": "4876876000000378001"
    }
  ]
}

Query Zoho CRM records

Run a COQL SELECT against your CRM data. Reads the record store directly, so it sees records the moment they are written, which is the reliable way to look one up right after creating it.

Inputs

COQL queryselect_querytextRequired: A COQL SELECT statement. Column and module names are Zoho field API names.
Maximum rowslimitnumber: Row cap, appended as a LIMIT when the query has none (1-2000; Zoho defaults to 200).From 1 to 2000. Default: 200.

Outputs

Response envelope; the records are in the "results" field and the paging block in "info".

infoobject
resultslist

Example output

{
  "info": {
    "count": 1,
    "more_records": false
  },
  "results": [
    {
      "Email": "dana@example.com",
      "Last_Name": "Ramirez",
      "id": "4876876000000378010"
    }
  ]
}

Find records by email, phone, free text, or a criteria expression. Zoho's search index lags writes by a short while, so a record created seconds ago may not appear yet: use 'Query Zoho CRM records' when you need one immediately.

Inputs

Record typemoduletextRequired: Module to search.One of: Leads, Contacts, Accounts, Deals, Tasks.
Search bysearch_bytextRequired: Which kind of search to run.One of: email (Email address), phone (Phone number), word (Any text (global search)), criteria (Criteria expression).
Search forvaluetextRequired: The value to look for. With 'Criteria expression', use Zoho's syntax, e.g. (Last_Name:equals:Smith)and(Email:starts_with:qa).
Maximum recordslimitnumber: How many records to return (1-200).From 1 to 200. Default: 20.

Outputs

Response envelope; the records are in the "results" field and the paging block in "info".

infoobject
resultslist

Example output

{
  "info": {
    "count": 1,
    "more_records": false
  },
  "results": [
    {
      "Email": "dana@example.com",
      "Last_Name": "Ramirez",
      "id": "4876876000000378010"
    }
  ]
}

Update Zoho CRM contact

Update fields on an existing contact. Supply the contact id and at least one field to change.

Inputs

Contact IDcontact_idtextRequired: Zoho contact id, or a contact URL containing one.
Last namelast_nametext: New last name.
First namefirst_nametext: New first name.
Emailemailtext: New email address.
Phonephonetext: New phone number.
Titletitletext: New job title.
Descriptiondescriptiontext: Replacement description text.
Ownerowner_idtext: Reassign the contact to this Zoho user.
Other fieldsextra_fieldsobject: Any further Zoho field API names to set, as an object -- use this for your org's custom fields, e.g. {"Industry": "Retail"}.

Outputs

codetext
detailsobject
idtext
messagetext

Example output

{
  "code": "SUCCESS",
  "details": {
    "id": "4876876000000378010"
  },
  "id": "4876876000000378010",
  "message": "record updated"
}

Update Zoho CRM deal

Update a deal, most often to advance its stage. Supply the deal id and at least one field to change.

Inputs

Deal IDdeal_idtextRequired: Zoho deal id, or a deal URL containing one.
Deal namedeal_nametext: New deal name.
Stagestagetext: New stage from your org's Deal Stage picklist.
Expected closing dateclosing_datedate: New expected closing date.
Amountamountnumber: New deal value.At least 0.
Descriptiondescriptiontext: Replacement description text.
Ownerowner_idtext: Reassign the deal to this Zoho user.
Other fieldsextra_fieldsobject: Any further Zoho field API names to set, as an object -- use this for your org's custom fields, e.g. {"Industry": "Retail"}.

Outputs

codetext
detailsobject
idtext
messagetext

Example output

{
  "code": "SUCCESS",
  "details": {
    "id": "4876876000000378030"
  },
  "id": "4876876000000378030",
  "message": "record updated"
}

Update Zoho CRM lead

Update fields on an existing lead. Supply the lead id and at least one field to change.

Inputs

Lead IDlead_idtextRequired: Zoho lead id, or a lead URL containing one.
Last namelast_nametext: New last name.
Companycompanytext: New company.
Emailemailtext: New email address.
Phonephonetext: New phone number.
Lead statuslead_statustext: New status from your org's Lead Status picklist.
Descriptiondescriptiontext: Replacement description text.
Ownerowner_idtext: Reassign the lead to this Zoho user.
Other fieldsextra_fieldsobject: Any further Zoho field API names to set, as an object -- use this for your org's custom fields, e.g. {"Industry": "Retail"}.

Outputs

codetext
detailsobject
idtext
messagetext

Example output

{
  "code": "SUCCESS",
  "details": {
    "id": "4876876000000378001"
  },
  "id": "4876876000000378001",
  "message": "record updated"
}

ActionsCopy Anchor Link

Add Zoho CRM noteCopy Anchor Link

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Convert Zoho CRM leadCopy Anchor Link

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Create Zoho CRM accountCopy Anchor Link

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Create Zoho CRM contactCopy Anchor Link

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Create Zoho CRM dealCopy Anchor Link

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Create Zoho CRM leadCopy Anchor Link

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Create Zoho CRM taskCopy Anchor Link

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Delete Zoho CRM accountCopy Anchor Link

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Delete Zoho CRM contactCopy Anchor Link

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Delete Zoho CRM dealCopy Anchor Link

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Delete Zoho CRM leadCopy Anchor Link

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Delete Zoho CRM taskCopy Anchor Link

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Get Zoho CRM recordCopy Anchor Link

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List Zoho CRM notesCopy Anchor Link

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List Zoho CRM recordsCopy Anchor Link

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Query Zoho CRM recordsCopy Anchor Link

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Search Zoho CRM recordsCopy Anchor Link

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Update Zoho CRM contactCopy Anchor Link

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Update Zoho CRM dealCopy Anchor Link

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Update Zoho CRM leadCopy Anchor Link

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On this page

Actions

Add Zoho CRM note

Convert Zoho CRM lead

Create Zoho CRM account

Create Zoho CRM contact

Create Zoho CRM deal

Create Zoho CRM lead

Create Zoho CRM task

Delete Zoho CRM account

Delete Zoho CRM contact

Delete Zoho CRM deal

Delete Zoho CRM lead

Delete Zoho CRM task

Get Zoho CRM record

List Zoho CRM notes

List Zoho CRM records

Query Zoho CRM records

Search Zoho CRM records

Update Zoho CRM contact

Update Zoho CRM deal

Update Zoho CRM lead