---
title: Zoho CRM API Integration on Truto
slug: zohocrm
category: CRM
canonical: "https://truto.one/integrations/detail/zohocrm/"
---

# Zoho CRM API Integration on Truto



**Category:** CRM  
**Status:** Generally available

## Unified APIs

### Unified CRM API

- **Accounts** — The accounts represent a company in a CRM.
- **Contacts** — The contacts represent an existing point of contact at a company in a CRM.
- **Engagement Types** — The engagement types represent an interaction activity in a CRM.
- **Engagements** — The engagements represent an interaction noted in a CRM.
- **Fields** — The fields of entities in a CRM.
- **Leads** — The leads represent a potential customer in a CRM.
- **Notes** — The notes represent a note on another object in a CRM.
- **Opportunities** — The opportunities represent an opportunity in a CRM.
- **Tasks** — The tasks represent a task in a CRM.
- **Users** — The users represent a user in a CRM.

### Unified User Directory API

- **Me** — 
- **Roles** — The Role object represents a role of a User.
- **Users** — The User object represents a User.

### Unified Search API

- **Search** — Search endpoint for all the apps.

## MCP-ready AI tools

Truto exposes 486 tools for Zoho CRM that AI agents can call directly.

- **list_all_zoho_crm_modules** — List all Zoho CRM modules available in the account settings. Returns: id, api_name, generated_type.
- **get_single_zoho_crm_module_by_id** — Get a single Zoho CRM module by its numeric id. Returns: id, api_name, generated_type. Required: id.
- **list_all_zoho_crm_users** — List users in zohocrm. Returns: id, type. Max 200 users per response.
- **get_single_zoho_crm_user_by_id** — Get a single zohocrm user by id. Returns: id, type. Required: id.
- **zoho_crm_users_me** — Get the current authenticated user in zohocrm. Returns: id, type.
- **delete_a_zoho_crm_user_by_id** — Delete a zohocrm user by id. Returns an empty 204 response on success. Required: id.
- **create_a_zoho_crm_user** — Create User. Create a new user in the organization. API exposed to customers
- **update_a_zoho_crm_user_by_id** — Update User. Update single user by ID. API exposed to customers
- **zoho_crm_users_associated_groups** — Get the groups associated with a zohocrm user. Returns: id. Required: user.
- **zoho_crm_users_bulk_update** — Update User. Update multiple users. API exposed to customers
- **zoho_crm_users_transfer** — Transfer User. Transfer user records, assignments, and criteria to another user
- **zoho_crm_users_transfer_and_delete** — Transfer User. Transfer user records, assignments, and criteria to another user
- **zoho_crm_users_validate_before_transfer** — Validate a zohocrm user before transferring their records to check whether the transfer can proceed. Returns: id, type. Required: id.
- **zoho_crm_users_bulk_delete** — Delete a User. Delete a user by ID. API exposed to customers
- **list_all_zoho_crm_deals** — List all deals in Zoho CRM. Returns deal records including id, Deal_Name, Stage, Amount, Closing_Date, Owner, Account_Name, Probability, Lead_Source, Modified_Time, Created_Time, and additional deal properties. Max 200 records per page.
- **get_single_zoho_crm_deal_by_id** — Get a single Zoho CRM deal by id. Returns the deal record including id, Deal_Name, Stage, Amount, Closing_Date, Owner, Account_Name, Probability, Lead_Source, Modified_Time, Created_Time, and additional deal properties. Required: id.
- **create_a_zoho_crm_deal** — Create a new deal in Zoho CRM. Returns the created deal record including id, Deal_Name, Stage, Amount, Closing_Date, Owner, Account_Name, Created_Time, and other deal properties.
- **update_a_zoho_crm_deal_by_id** — Update an existing Zoho CRM deal by id. Returns the updated deal record including id, Deal_Name, Stage, Amount, Closing_Date, Owner, Account_Name, Modified_Time, and other deal properties. Required: id.
- **delete_a_zoho_crm_deal_by_id** — Delete a Zoho CRM deal by id. Returns an empty 204 response on success. Required: id.
- **list_all_zoho_crm_fields** — List all fields configured for a Zoho CRM module. Returns: id, api_name. Required: module.
- **get_single_zoho_crm_field_by_id** — Get a single field's metadata from a Zoho CRM module by id. Returns: id, api_name. Required: id, module.
- **create_a_zoho_crm_field** — Create Fields. To create custom fields in a module in your Zoho CRM account.
- **update_a_zoho_crm_field_by_id** — Update Field by ID. Update a Custom Field with related to specific module of Zoho CRM Account
- **delete_a_zoho_crm_field_by_id** — Delete a field from a Zoho CRM module by id. Returns an empty 204 response on success. Required: id, module.
- **list_all_zoho_crm_deal_notes** — List notes associated with a specific deal in Zoho CRM. Returns: id, Note_Title, Note_Content, Owner, Parent_Id, Created_By, Modified_By, Created_Time, Modified_Time, and $se_module for each note. Required: deal_id.
- **list_all_zoho_crm_deal_attachments** — List attachments associated with a specific Deal in zohocrm. Returns: id, File_Name, Size, Owner, Created_By, Modified_By, Created_Time, Modified_Time, and Parent_Id for each attachment record. Required: deal_id.
- **list_all_zoho_crm_roles** — List all roles configured in your Zoho CRM organization. Returns: id.
- **get_single_zoho_crm_role_by_id** — Get a single Zoho CRM role by id. Returns: id. Required: id.
- **list_all_zoho_crm_notes** — List notes in Zoho CRM. Returns: id, Note_Title, Note_Content, Parent_Id, and $attachments per note record. Max 200 records per page.
- **get_single_zoho_crm_note_by_id** — Get a specific Zoho CRM note by id. Returns: id, Note_Title, Note_Content, Parent_Id, and $attachments. Required: id.
- **delete_a_zoho_crm_note_by_id** — Permanently delete a specific Zoho CRM note by id. Returns: code, message, status, and details containing the deleted note's id. Required: id.
- **create_a_zoho_crm_note** — Create one or more notes in Zoho CRM. Returns per-record results including code, status, message, and details with id, Created_Time, Modified_Time, Created_By, and Modified_By. Required: data.
- **update_a_zoho_crm_note_by_id** — Update a specific Zoho CRM note by id. At least one of Note_Title or Note_Content must be supplied in the data payload. Returns: code, status, message, and details with id, Modified_Time, Created_Time, Created_By, and Modified_By. Required: id, data.
- **zoho_crm_notes_bulk_delete** — Delete one or more notes in Zoho CRM associated with a parent record. Returns deletion result objects including code, message, status, and details (containing the deleted note id). Required: parent_record_module, parent_record_id.
- **zoho_crm_notes_bulk_update** — Update one or more notes in Zoho CRM associated with a parent record; at least Note_Title or Note_Content must be provided per note. Returns update result objects including code, message, status, and details (id, Modified_Time, Created_Time, Created_By, Modified_By). Required: parent_record_module, parent_record_id, data.
- **list_all_zoho_crm_events** — List events in Zoho CRM. Returns a collection of event records, each including id, Event_Title, Start_DateTime, End_DateTime, Venue, Owner, Participants, Who_Id, What_Id, Description, Recurring_Activity, Remind_Participants, Check_In_City, Check_In_Status, Latitude, Longitude, Tag, Created_Time, and Modified_Time.
- **get_single_zoho_crm_event_by_id** — Get a single Zoho CRM event by id. Returns: id, Event_Title, Start_DateTime, End_DateTime, Venue, Owner, Participants, Who_Id, What_Id, Description, Recurring_Activity, Remind_Participants, Check_In_City, Check_In_Status, Latitude, Longitude, Tag, Created_By, Created_Time, Modified_By, and Modified_Time. Required: id.
- **update_a_zoho_crm_event_by_id** — Update an existing Zoho CRM event by id. Returns the updated event record including id, Event_Title, Start_DateTime, End_DateTime, Venue, Owner, Participants, Who_Id, What_Id, Description, Recurring_Activity, Remind_Participants, Check_In_City, Check_In_Status, Latitude, Longitude, Tag, and Modified_Time. Required: id.
- **create_a_zoho_crm_event** — Create a new event in Zoho CRM. Returns the created event record including id, Event_Title, Start_DateTime, End_DateTime, Venue, Owner, Participants, Who_Id, What_Id, Description, Recurring_Activity, Remind_Participants, Check_In_City, Check_In_Status, Latitude, Longitude, Tag, and Created_Time.
- **delete_a_zoho_crm_event_by_id** — Delete a Zoho CRM event by id. Returns an empty 204 response on success. Required: id.
- **zoho_crm_events_cancel** — Cancel a ZohoCRM event (meeting) by event ID, optionally sending a cancellation notification email to participants. Returns: code, message, status, and details (including the cancelled event's id). Required: event, and a data array containing send_cancelling_mail.
- **list_all_zoho_crm_calls** — List call records from Zoho CRM. Returns: id, Subject, Call_Type, Call_Start_Time, Call_Duration, Owner, Who_Id, What_Id, Outgoing_Call_Status, Dialled_Number, Created_Time, Modified_Time, Call_Purpose, Description, and Tag.
- **get_single_zoho_crm_call_by_id** — Get a single call record by id from Zoho CRM. Returns: id, Subject, Call_Type, Call_Start_Time, Call_Duration, Owner, Who_Id, What_Id, Outgoing_Call_Status, Dialled_Number, Caller_ID, Created_Time, Modified_Time, Call_Purpose, Description, and other call details. Required: id.
- **create_a_zoho_crm_call** — Create a new call record in Zoho CRM. Returns: code, details, message, and status indicating the outcome of the create operation.
- **update_a_zoho_crm_call_by_id** — Update an existing call record by id in Zoho CRM. Returns: code, details, message, and status indicating the outcome of the update operation. Required: id.
- **delete_a_zoho_crm_call_by_id** — Delete a call record by id from Zoho CRM. Returns: code, details, message, and status indicating the outcome of the delete operation. Required: id.
- **list_all_zoho_crm_leads** — List all lead records in Zoho CRM. Returns lead records including id, Full_Name, Email, Phone, Lead_Status, Company, Owner, Lead_Source, Industry, address fields, and enrichment/conversion metadata.
- **get_single_zoho_crm_lead_by_id** — Get a single Zoho CRM lead by id. Returns the full lead record including id, Full_Name, Email, Phone, Lead_Status, Company, Owner, Lead_Source, Industry, address fields, and enrichment/conversion metadata. Required: id.
- **create_a_zoho_crm_lead** — Create a new lead record in Zoho CRM. Returns the created lead including id, Full_Name, Email, Phone, Lead_Status, Company, Owner, Lead_Source, Industry, address fields, and enrichment metadata.
- **update_a_zoho_crm_lead_by_id** — Update an existing Zoho CRM lead by id. Returns the updated lead record including id, Full_Name, Email, Phone, Lead_Status, Company, Owner, Lead_Source, Industry, address fields, and enrichment metadata. Required: id.
- **delete_a_zoho_crm_lead_by_id** — Delete a Zoho CRM lead by id. Returns an empty 204 response on success. Required: id.
- **zoho_crm_leads_convert** — Convert a Zoho CRM Lead record into Contact, Account, and/or Deal records. Returns the created Contact, Account, and Deal objects including their id and name. Required: id.
- **zoho_crm_leads_mass_convert** — Retrieve the status of a previously scheduled mass lead convert job in Zoho CRM. Returns: Status, Total_Count, Converted_Count, Not_Converted_Count, Failed_Count. Required: job_id.
- **list_all_zoho_crm_contacts** — List contacts in Zoho CRM. Returns: id, First_Name, Last_Name, Email, Phone, Mobile, Account_Name, Owner, Created_Time, Modified_Time, and other contact fields including mailing address, social handles, and enrichment data. Fetches up to 200 records per call.
- **get_single_zoho_crm_contact_by_id** — Get a single Zoho CRM contact by id. Returns: id, First_Name, Last_Name, Email, Phone, Mobile, Account_Name, Owner, Created_Time, Modified_Time, and other contact fields including mailing address, social handles, and enrichment data. Required: id.
- **create_a_zoho_crm_contact** — Create a new contact in Zoho CRM. Returns the created contact record including id, First_Name, Last_Name, Email, Phone, Account_Name, Owner, Created_Time, Modified_Time, and other contact fields.
- **update_a_zoho_crm_contact_by_id** — Update an existing Zoho CRM contact by id. Returns the updated contact record including id, First_Name, Last_Name, Email, Phone, Account_Name, Owner, Modified_Time, and other contact fields. Required: id.
- **delete_a_zoho_crm_contact_by_id** — Delete a Zoho CRM contact by id. Returns an empty 204 response on success. Required: id.
- **zoho_crm_contacts_merge** — Merge Records. Merges duplicate records in Zoho CRM modules with field mapping and validation. Supports synchronous and asynchronous merge operations.
- **zoho_crm_contacts_batch_delete** — Mass delete with record ids and custom view id. Mass delete records with record ids or custom view id
- **list_all_zoho_crm_tasks** — List task records from Zoho CRM. Returns: id, Subject, Status, Priority, Owner, Due_Date, Who_Id, What_Id, Created_Time, Modified_Time, and Description for each task.
- **get_single_zoho_crm_task_by_id** — Get a single Zoho CRM task by id. Returns: id, Subject, Status, Priority, Owner, Due_Date, Who_Id, What_Id, Created_Time, Modified_Time, and Description. Required: id.
- **create_a_zoho_crm_task** — Create a new task record in Zoho CRM. Returns: code, details, message, and status for the operation.
- **update_a_zoho_crm_task_by_id** — Update an existing Zoho CRM task by id. Returns: code, details, message, and status for the operation. Required: id.
- **delete_a_zoho_crm_task_by_id** — Delete a Zoho CRM task by id. Returns: code, details, message, and status for the operation. Required: id.
- **list_all_zoho_crm_accounts** — List all Zoho CRM accounts. Returns a collection of account records including id, Account_Name, Owner, Phone, Industry, Annual_Revenue, Billing_Country, Shipping_Country, Created_Time, Modified_Time, and other address and account metadata fields.
- **get_single_zoho_crm_account_by_id** — Get a single Zoho CRM account by id. Returns the full account record including id, Account_Name, Owner, Phone, Industry, Annual_Revenue, Billing_Country, Shipping_Country, Created_Time, Modified_Time, and other address and account metadata fields. Required: id.
- **create_a_zoho_crm_account** — Create a new account in Zoho CRM. Returns the operation result including code, status, message, and details containing the new record's id and timestamps. Required: Account_Name.
- **update_a_zoho_crm_account_by_id** — Update an existing Zoho CRM account by id. Returns the operation result including code, status, message, and details containing the record's id and Modified_Time. Required: id.
- **delete_a_zoho_crm_account_by_id** — Delete a Zoho CRM account by id. Returns the operation result including code, status, message, and details containing the deleted record's id. Required: id.
- **zoho_crm_accounts_merge** — Merge Records. Merges duplicate records in Zoho CRM modules with field mapping and validation. Supports synchronous and asynchronous merge operations.
- **zoho_crm_accounts_batch_delete** — Mass delete with record ids and custom view id. Mass delete records with record ids or custom view id
- **list_all_zoho_crm_emails** — List emails associated with a Zoho CRM contact record. Returns: id, message_id. Required: contact_id.
- **get_single_zoho_crm_email_by_id** — Get a single email by id for a Zoho CRM contact. Returns: id, message_id. Required: contact_id, id.
- **create_a_zoho_crm_email** — Link Email to Record. Links an email to a specified record in CRM.
- **zoho_crm_emails_bulk_delete** — Unlink a specific email from a Zoho CRM contact record by message ID. Returns: id, message_id. Required: contact_id, message_id.
- **zoho_crm_emails_link_record** — Link Emails to Deals. Links the emails to the specified deals in CRM.
- **zoho_crm_emails_download_attachments** — Download email attachments for a record in a Zoho CRM module. Returns attachment file data; the response shape is content-specific and not enumerated in the zohocrm source documentation for this endpoint. Required: module, record_id.
- **zoho_crm_emails_download_inline_images** — Download inline images from emails for a record in a Zoho CRM module. Returns inline image file data; the response shape is content-specific and not enumerated in the zohocrm source documentation for this endpoint. Required: module, record_id.
- **list_all_zoho_crm_organization** — List organization details for the authenticated zohocrm account. Returns: id, company_name, primary_email, currency, time_zone, country, domain_name, zgid, mc_status, gapps_enabled, and translation_enabled.
- **list_all_zoho_crm_pipelines** — List all pipelines in the Zoho CRM Deals module for a given layout. Returns: id, stages. Required: layout_id.
- **get_single_zoho_crm_pipeline_by_id** — Get a single pipeline in the Zoho CRM Deals module by id. Returns: id, stages. Required: id, layout_id.
- **list_all_zoho_crm_search** — Search records in a Zoho CRM module. Returns matching record objects, each containing id and additional module-specific fields that vary by module (e.g., Leads, Contacts, Deals). Required: module_name.
- **list_all_zoho_crm_coql** — Execute a COQL (CRM Object Query Language) query against Zoho CRM to retrieve records using SQL-like syntax. Returns records including id and query-specific attributes determined by the SELECT clause (supports SELECT, FROM, WHERE, GROUP BY, ORDER BY, JOIN). Required: select_query.
- **list_all_zoho_crm_campaigns** — List campaign records from the Zoho CRM Campaigns module. Returns: id, Campaign_Name, Type, Status, Start_Date, End_Date, Expected_Revenue, Budgeted_Cost, Actual_Cost, Num_sent, Owner, Created_Time, Modified_Time, Description, Parent_Campaign, Created_By, Modified_By.
- **get_single_zoho_crm_campaign_by_id** — Get a single campaign record by id from Zoho CRM. Returns: id, Campaign_Name, Type, Status, Start_Date, End_Date, Expected_Revenue, Budgeted_Cost, Actual_Cost, Num_sent, Owner, Created_Time, Modified_Time, Description, Parent_Campaign, Created_By, Modified_By. Required: id.
- **list_all_zoho_crm_search_users** — Search Zoho CRM users by keyword, email, or user type. Returns a list of matching user records including id, name, email, role, profile, status, created_time, and modified_time.
- **list_all_zoho_crm_tasks_search** — Search Tasks records in Zoho CRM using criteria expressions, keywords, email, or phone filters. Returns: id, Subject, Status, Due_Date, Priority, Owner, Created_Time, Modified_Time per matching task record. At least one of criteria, word, email, or phone should be supplied to filter results.
- **list_all_zoho_crm_search_accounts** — Search ZohoCRM account records using keyword, criteria, or contact detail filters. Returns matching account objects including id, Account_Name, Owner, Phone, Website, Industry, Account_Type, Annual_Revenue, Created_Time, and Modified_Time. At least one of criteria, email, phone, or word must be supplied.
- **list_all_zoho_crm_search_contacts** — Search for contact records in Zoho CRM and retrieve those that match your search criteria. Returns a list of matching contact records. Returns: id.
- **list_all_zoho_crm_search_deals** — Search Deals in Zoho CRM using criteria expressions, keyword, email, or phone. Returns: id, Deal_Name, Stage, Amount, Closing_Date, Account_Name, Owner, Created_Time, and Modified_Time. At least one search parameter (criteria, word, email, or phone) must be supplied.
- **list_all_zoho_crm_search_leads** — Search Lead records in Zoho CRM using criteria expressions, email, phone, or keyword filters. Returns: id, First_Name, Last_Name, Email, Phone, Company, Lead_Status, Lead_Source, Owner, Created_Time, Modified_Time. At least one of criteria, email, phone, or word is typically required to narrow results.
- **list_all_zoho_crm_layouts** — List all layouts configured for the Deals module in Zoho CRM. Returns: id, name, api_name, status, visible, created_time, modified_time, sections, and profiles for each layout.
- **zoho_crm_misc_add_tags** — Associate tags with records in a zohocrm module. Returns the status of each tag association including code, message, and status. Required: module.
- **zoho_crm_misc_assign_territories** — Assign territories to a record in a zohocrm module, scheduling the assignment asynchronously. Returns a scheduled success response including code, message, and status. Required: module, record.
- **zoho_crm_misc_associate_email** — Associate emails with a specific record in a zohocrm module. Returns an action response including code, message, and status. Required: module, record_id.
- **zoho_crm_misc_attach_attachment** — Upload an attachment to a record in a zohocrm module by providing a file or a URL. Returns the upload result including code, message, and status. Required: module_api_name, record_id. Maximum body size 100MB.
- **zoho_crm_misc_bulk_delete** — Bulk delete share access records for a specific record in a zohocrm module. Returns an empty 204 response on success. Required: module_api_name, record_id.
- **zoho_crm_misc_bulk_update** — Update Share Records. Update Share Records. API exposed to customers
- **zoho_crm_misc_change_owner** — Change the owner of a specific record in a zohocrm module. Returns: code, details (containing the updated record's id), message, and status. Required: module, record. Body requires owner with id.
- **zoho_crm_misc_clone** — Clone an existing record in a zohocrm module, optionally overriding specific field values in the copy. Returns: code, details (with the new record's id), message, and status. Required: module, record_id.
- **zoho_crm_misc_convert** — Convert a zohocrm inventory record to another module type (Quotes → Sales Orders or Invoices; Sales Orders → Invoices). Returns: code, message, status, and details containing the target record's id and name. Required: module_api_name, id.
- **create_a_zoho_crm_misc** — Create a new record in a specific zohocrm module. Returns: code, details (with the new record's id), message, and status. Required: module.
- **zoho_crm_misc_download_mail_merge** — Download a merged document for a Zoho CRM record using a mail merge template. Returns: code, message, status. Required: module_api_name, record_id.
- **zoho_crm_misc_enrol_in_cadences** — Enroll Zoho CRM records into a manual cadence for a specified module. Returns: code, message, status per enrolled record. Required: module.
- **zoho_crm_misc_fetch_full_data** — Fetch the full HTML content of rich text fields for multiple Zoho CRM records in a module. Returns id and named rich text field values (HTML, up to 50,000 characters each). Required: module_api_name, fields. Supports a maximum of 8 rich text fields per request.
- **zoho_crm_misc_get_related_records_count** — Retrieve the count of related records for a specific Zoho CRM parent record, with optional filtering by field values, approval status, conversion status, and record categories. Returns: count per requested related list. Required: module_api_name, record_id.
- **list_all_zoho_crm_misc** — Fetch full rich text field data for a specific Zoho CRM record by id within a module. Returns id and named rich text field values. Required: module_api_name, id.
- **zoho_crm_misc_mass_change_owner** — Check the status of a mass change owner job in Zoho CRM. Returns: Status, Updated_Count, Failed_Count, Not_Updated_Count, Total_Count. Required: module, job_id.
- **zoho_crm_misc_mass_delete** — Retrieve the status of a mass delete job in Zoho CRM by job ID. Returns: Status, Total_Count, Deleted_Count, Failed_Count. Required: module, job_id.
- **zoho_crm_misc_mass_update** — Retrieve the current status and progress metrics of a mass update job in Zoho CRM. Returns: Status, Updated_Count, Failed_Count, Not_Updated_Count, Total_Count. Required: module, job_id.
- **zoho_crm_misc_merge** — Retrieve the status of a record merge job in Zoho CRM. Returns: job_id, status. Required: module, master_record_id, job_id.
- **zoho_crm_misc_portal_invite** — Invite portal users for a Zoho CRM module or check the status of a portal invitation job. Returns: code, message, status, details. Required: module.
- **zoho_crm_misc_remove_tags** — Remove tags from records in a Zoho CRM module. Returns operation result data including code, status, message, and details per record. Required: module.
- **zoho_crm_misc_remove_territories** — Remove territories from a record in a Zoho CRM module. The removal is processed asynchronously (202 Accepted) and returns scheduled operation result data including code, status, message, and details. Required: module, record, data.
- **zoho_crm_misc_send_mail** — Send an email using specific templates or custom content to a record in a Zoho CRM module. Returns operation result data including code, status, message, and details. Required: module_name, id.
- **zoho_crm_misc_send_mail_merge** — Send a mail merge email using a Zoho CRM template to a record, with optional inline images or separate file attachments. Returns operation result data including code, status, message, and details. Required: module_api_name, record_id.
- **zoho_crm_misc_share** — Get share records for a Zoho CRM record, listing who it is shared with, by whom, and at what permission level. Returns: shared_with, shared_by, permission, shared_through, shared_time, type, share_related_records. Required: module_api_name, record_id.
- **zoho_crm_misc_share_emails** — Share Emails of a record. To share emails of specific record with other users in your organization
- **zoho_crm_misc_sign_mail_merge** — POST /{module_API_name}/{recordId}/actions/sign_mail_merge. To send a mail merge document for signing and approval.To use this API, you must initially access&nbsp;the Merge and Sign dialogue&nbsp;from the Writer UI once. Please note that you need to do this only once.
- **zoho_crm_misc_unblock_email** — Unblock emails for multiple records in a zohocrm module. Returns: code, details, message, status per record. Required: module, ids, unblock_fields. Maximum 100 record IDs per request.
- **zoho_crm_misc_unenrol_from_cadences** — Unenroll records from cadences. Un-Enroll records from the cadences
- **zoho_crm_misc_unshare_emails** — Unshare Emails of a record. To unshare emails of specific record with other users in your organization
- **zoho_crm_misc_watch** — List all active notification channels in zohocrm. Returns: channel_id, notify_url, channel_expiry, events, resource_id, resource_name, resource_uri, notify_on_related_action, return_affected_field_values, fields, notification_condition, and token.
- **delete_a_zoho_crm_misc_by_id** — Delete a specific related record from a zohocrm module's related list. Returns per-record result including code, message, status, and details containing the deleted record's id. Required: parent_record_module, parent_record, related_list, record.
- **get_single_zoho_crm_misc_by_id** — Get a specific related record from a zohocrm module's related list. Returns the record's id and module-specific field data. Required: parent_record_module, parent_record, related_list, record.
- **update_a_zoho_crm_misc_by_id** — Update notification channel subscriptions in zohocrm. Returns updated channel details including channel_id, notify_url, channel_expiry, events, notify_on_related_action, return_affected_field_values, resource_name, and token.
- **create_a_zoho_crm_misc_add_tag** — POST /{module}/{id}/actions/add_tags. This endpoint is used to add tags to record
- **list_all_zoho_crm_misc_attachments** — List attachments for a specific record in a Zoho CRM module. Returns: id, File_Name, Size, Owner, Created_By, Modified_By, Created_Time, Modified_Time, Parent_Id, Type, $file_id. Required: module_api_name, record_id.
- **create_a_zoho_crm_misc_change_owner** — Change owner for multiple records. Updates the owner of multiple records in the module
- **create_a_zoho_crm_misc_mass_change_owner** — Mass change owner of records. Mass change the owner of records in a module based on a custom view
- **create_a_zoho_crm_misc_mass_delete** — Mass delete with record ids and custom view id. Mass delete records with record ids or custom view id
- **create_a_zoho_crm_misc_mass_update** — Mass Update API. Enables users to update a specific field value across multiple records within a CRM module.
- **create_a_zoho_crm_misc_merge** — Merge Records. Merges duplicate records in Zoho CRM modules with field mapping and validation. Supports synchronous and asynchronous merge operations.
- **create_a_zoho_crm_misc_portal_invite** — Invite portal users. Send invitations to portal users for a specific module.
- **create_a_zoho_crm_misc_remove_tag** — POST /{module}/{id}/actions/remove_tags. This endpoint is used to dissociate tags from records
- **create_a_zoho_crm_misc_remove_territory** — Remove Territories To Records. Auto-generated description for operation `Remove Territories To Records`.
- **create_a_zoho_crm_misc_share** — Create Share Records. Create Share Records. API exposed to customers
- **create_a_zoho_crm_misc_share_email** — Share Emails in Bulk. To share emails of multiple records with other users in your organization
- **create_a_zoho_crm_misc_unblock_email** — Unblock single email. Unblock email for a single record in a module.
- **create_a_zoho_crm_misc_unshare_email** — Unshare Emails in Bulk. To unshare emails of multiple records with other users in your organization
- **list_all_zoho_crm_settings_modules** — List all Zoho CRM modules and their configuration metadata. Returns: id, api_name, module_name, plural_label, singular_label, status, sequence_number, visibility, profiles, deletable, creatable, and editable. Optionally filter by status or feature_name; when both are provided, AND logic applies.
- **get_single_zoho_crm_settings_module_by_id** — Get metadata for a single Zoho CRM module. Pass the module's API name as the path id (for example Contacts, Leads, Deals) — Zoho keys this endpoint on api_name and returns 400 NOT_SUPPORTED for a numeric module id. Returns: id, api_name, module_name, plural_label, singular_label, status, sequence_number, visibility, profiles, deletable, creatable, editable. Required: id.
- **create_a_zoho_crm_settings_module** — Create a custom CRM module. Creates a single custom module in the CRM. Requires the Crm_Implied_Customize_Zoho_CRM permission. This operation is not idempotent; submitting the same api_name multiple times will result in validation errors. Only one module can be created per request; batch creation is not supported.
- **update_a_zoho_crm_settings_module_by_id** — Update a Zoho CRM module's display labels (singular and plural) and associated profile permissions. Pass the module's API name as the path id (for example Contacts) — Zoho keys this endpoint on api_name, not a numeric id. Only the supplied fields are modified; other module configuration is untouched. Idempotent. Required: id.
- **zoho_crm_settings_modules_bulk_update** — Update CRM modules. Updates existing modules in the CRM. Allows modification of module labels and profile assignments. This operation is idempotent; the same request can be safely repeated. Supports batch updates - multiple modules can be updated in a single request. Returns 200 when all modules update successfully, or 207 Multi-Status when some succeed and others fail.
- **list_all_zoho_crm_apis** — List available REST API endpoints accessible to the current user in Zoho CRM, grouped by module and feature. Returns each entry's path and operation_types, where every operation descriptor includes method, oauth_scope, max_credits, and min_credits.
- **list_all_zoho_crm_appointments_s** — List appointment records in zohocrm. Returns: id, attributes (appointment module-specific fields).
- **get_single_zoho_crm_appointments_by_id** — Get a single zohocrm appointment record by id. Returns: id, attributes (appointment module-specific fields). Required: id.
- **create_a_zoho_crm_appointments** — Create appointment records in zohocrm. Returns: code, details, message, status for each record operation. Required: data.
- **update_a_zoho_crm_appointments_by_id** — Update a zohocrm appointment record by id. Returns: code, details, message, status confirming the update. Required: id, data.
- **delete_a_zoho_crm_appointments_by_id** — Delete a zohocrm appointment record by id. Returns: code, details, message, status confirming the deletion. Required: id.
- **zoho_crm_appointments_s_bulk_update** — Bulk update multiple Zoho CRM Appointments module records in a single request. Returns an array of per-record result objects, each including code, details, message, and status. Max 200 records per request.
- **zoho_crm_appointments_s_bulk_delete** — Bulk delete multiple Zoho CRM Appointments module records by their IDs in a single request. Returns an array of per-record result objects, each including code, details, message, and status. Required: ids.
- **get_single_zoho_crm_automation_assignment_rule_by_id** — Get details of a specific zohocrm assignment rule by id. Returns: id. Required: id.
- **list_all_zoho_crm_automation_assignment_rules** — List all assignment rules configured in zohocrm. Returns: id.
- **list_all_zoho_crm_deleteds** — List deleted records from a related list in Zoho CRM, supporting both recycle-bin and permanently deleted records. Returns: id, display_name, type, deleted_time, deleted_by, and created_by. Required: parent_record_module, parent_record, related_list.
- **create_a_zoho_crm_misc_op** — Create a Record in a specific module
- **delete_a_zoho_crm_misc_op_by_id** — Delete related records from a Zoho CRM parent record's related list. Returns an empty 204 response on success. Required: parent_record_module, parent_record, related_list.
- **get_single_zoho_crm_misc_op_by_id** — Get a single record from a Zoho CRM module by record ID. Returns the record object including id and module-specific attributes. Required: module, record_id.
- **list_all_zoho_crm_misc_ops** — List related records from a Zoho CRM parent record's related list. Returns each related record including id and module-specific attributes. Required: parent_record_module, parent_record, related_list.
- **update_a_zoho_crm_misc_op_by_id** — To update existing entities or records in a specified module with the recordID
- **zoho_crm_misc_ops_bulk_update** — To update existing entities or records in a specified module. To update existing entities or records in a specified module.
- **zoho_crm_misc_watch_bulk_delete** — Bulk delete watch notification subscriptions in Zoho CRM. Returns the resulting watch array including each record's id.
- **zoho_crm_misc_watch_bulk_update** — Update full notification details. Replace all details of an existing notification channel, overwriting its previous configuration.
- **create_a_zoho_crm_misc_watch** — Create notification channels. Create one or more notification channels.
- **list_all_zoho_crm_settings_appointment_preferences** — Retrieve appointment preferences configured in zohocrm, covering job sheet visibility, booking flexibility, and deal creation rules. Returns: show_job_sheet, when_appointment_completed, allow_booking_outside_service_availability, allow_booking_outside_businesshours, deal_record_configuration, when_duration_exceeds.
- **zoho_crm_settings_appointment_preferences_bulk_update** — Update appointment preferences in zohocrm, configuring job sheet visibility, deal creation behavior on appointment completion, booking flexibility outside service availability and business hours, and deal record field mappings. Returns: show_job_sheet, when_appointment_completed, allow_booking_outside_service_availability, allow_booking_outside_businesshours, deal_record_configuration, when_duration_exceeds.
- **list_all_zoho_crm_settings_fields** — List all custom field metadata for a Zoho CRM module. Returns: id, attributes. Required: module.
- **get_single_zoho_crm_settings_field_by_id** — Get metadata for a specific custom field in a Zoho CRM module by id. Returns: id, attributes. Required: id, module.
- **create_a_zoho_crm_settings_field** — Create one or more custom fields in a Zoho CRM module. Returns: id, attributes for each created field. Required: module, fields (body).
- **update_a_zoho_crm_settings_field_by_id** — Update a custom field in a Zoho CRM module by id. Returns: id, attributes of the updated field. Required: id, module, fields (body).
- **delete_a_zoho_crm_settings_field_by_id** — Delete a custom field from a Zoho CRM module by id. The field must not be in use by workflows, approvals, scoring rules, or other configurations. Returns: id, attributes of the deleted field. Required: id, module.
- **zoho_crm_settings_fields_bulk_update** — Bulk update custom fields in a Zoho CRM module. Returns: code, message, status, and details for each updated field. Required: module.
- **list_all_zoho_crm_settings_layouts** — List all layout metadata for a module in Zoho CRM. Returns layout configuration including id, name, status, sections, and profiles for all layouts in the specified module without pagination. Required: module.
- **get_single_zoho_crm_settings_layout_by_id** — Get a specific layout by id in Zoho CRM. Returns layout configuration including id, name, status, sections, and profiles. Required: id, module.
- **update_a_zoho_crm_settings_layout_by_id** — Update a custom layout in Zoho CRM. Modify the layout name, profile permissions, sections, and fields within sections. Returns: code, details, message, status. Required: id, module. Maximum 5 sections and 5 fields total across all sections per request.
- **delete_a_zoho_crm_settings_layout_by_id** — Delete a custom layout from a module in Zoho CRM. Specify transfer_to to transfer records when the layout has associated records. Returns: code, details, message, status. Required: id, module.
- **zoho_crm_settings_layouts_activate** — Activate a deactivated layout in Zoho CRM, making it available for use in the specified module. Optionally add or remove profile associations during activation. Returns: code, details, message, status. Required: id, module.
- **zoho_crm_settings_layouts_bulk_delete** — Bulk delete Zoho CRM settings layouts by issuing a DELETE against the activate action endpoint. Returns an empty 204 response on success. Required: id.
- **create_a_zoho_crm_upsert** — Insert or update records in a zohocrm module using the Upsert API, matching on duplicate_check_fields to determine whether to create or update each existing record. Returns: code, message, status, and details (including the record id and action taken). Required: module, data. Supports up to 100 records per request.
- **list_all_zoho_crm_users_transfer** — List the status of 'transfer records and delete user' jobs previously scheduled in Zoho CRM. Returns user transfer job records including id, name, email, and status for each job entry.
- **create_a_zoho_crm_users_transfer_and_delete** — Transfer User. Transfer user records, assignments, and criteria to another user
- **list_all_zoho_crm_users_transfer_and_delete** — List Zoho CRM user records associated with the transfer_and_delete action endpoint. Returns user status objects including id and attributes.
- **create_a_zoho_crm_users_user** — Create User. Create a new user in the organization. API exposed to customers
- **delete_a_zoho_crm_users_user_by_id** — Delete a user from your zohocrm organization by user ID. Returns an empty 204 response on success. Required: user.
- **get_single_zoho_crm_users_user_by_id** — Get a single zohocrm user by user ID. Returns: id. Required: user.
- **list_all_zoho_crm_users_users** — List users in your zohocrm organization. Returns: id.
- **update_a_zoho_crm_users_user_by_id** — Update User. Update single user by ID. API exposed to customers
- **create_a_zoho_crm_composite_request** — Execute up to 5 Zoho CRM API sub-requests in a single HTTP call. Returns an array of per-sub-request results each containing code, message, status, and details (with the sub-response headers, body, and status_code). Required: __composite_requests (each item requires method and uri). rollback_on_fail and parallel_execution cannot both be true.
- **list_all_zoho_crm_conversion_options** — List available conversion options for a Zoho CRM lead before performing the actual conversion. Returns: Contacts (matching contact records), Accounts (matching account records), module_preference, preference_field_matched_value (field mappings), and modules_with_multiple_layouts. Required: lead_id.
- **get_single_zoho_crm_attachment_by_id** — Download a specific attachment file from zohocrm by id. Returns the raw binary file content (image, PDF, document, etc.) as an opaque binary stream; link attachments cannot be downloaded and return an error instead. Required: module_api_name, record_id, id.
- **delete_a_zoho_crm_attachment_by_id** — Delete a link attachment associated with a specific record in zohocrm. Returns: code, details (containing the deleted attachment id), message, and status confirming the deletion result. Required: module_api_name, record_id, id.
- **list_all_zoho_crm_automation_cadences** — List all automation cadences configured in zohocrm. Returns: id, name, status, active, published, type, module, created_time, modified_time, created_by, modified_by, execution_details, and custom_view. Optionally filter results by module, name, or active status.
- **list_all_zoho_crm_contact_roles** — List contact roles associated with a specific deal in Zoho CRM. Returns: Owner (name, id, email), Department, Contact_Role (name, id). Required: module, deal_id. Max 100 records per page.
- **zoho_crm_contact_roles_bulk_update** — Add or update contact roles for a specific deal in Zoho CRM in bulk. Returns: Owner, Department, Contact_Role for each processed contact. Required: module, deal_id.
- **zoho_crm_contact_roles_bulk_delete** — Remove contact roles from a specific deal in Zoho CRM in bulk. Returns an empty 204 response on success. Required: module, deal_id.
- **get_single_zoho_crm_contact_role_by_id** — Get the contact role for a specific contact associated with a deal in Zoho CRM. Returns: Owner (name, id, email), Department, Contact_Role (name, id). Required: module, deal_id, contact_id.
- **update_a_zoho_crm_contact_role_by_id** — Update the contact role for a specific contact associated with a deal in Zoho CRM. Returns: Owner, Department, Contact_Role. Required: module, deal_id, contact_id.
- **delete_a_zoho_crm_contact_role_by_id** — Delete a single contact role association from a deal in Zoho CRM by contact ID. Returns: code, status, message, details. Required: module, deal_id, contact_id.
- **list_all_zoho_crm_contacts_roles** — List all contact roles in Zoho CRM. Returns: id, name, sequence_number. Up to 100 roles per response.
- **create_a_zoho_crm_contacts_role** — Create one or more contact roles in Zoho CRM. Returns: code, details (id of created role), message, and status for each role in the batch. Required: contact_roles. Max 100 roles per request.
- **zoho_crm_contacts_roles_bulk_update** — Update one or more existing contact roles in Zoho CRM. Returns: code, details (id of updated role), message, and status for each role in the batch. Required: contact_roles. Max 100 roles per request.
- **zoho_crm_contacts_roles_bulk_delete** — Delete one or more contact roles in Zoho CRM. Returns: code, details (id of deleted role), message, and status for each role in the batch. Required: contact_roles.
- **get_single_zoho_crm_contacts_role_by_id** — Get a single contact role by its ID in Zoho CRM. Returns: id, name, sequence_number. Required: role.
- **update_a_zoho_crm_contacts_role_by_id** — Update a contact role in Zoho CRM by its role ID. Returns: code, details (containing the updated role id), message, and status. Required: role and a contact_roles array in the request body where each item requires name and id.
- **delete_a_zoho_crm_contacts_role_by_id** — Delete a contact role in Zoho CRM by its role ID. Returns: code, details (containing the deleted role id), message, and status for the deletion result. Required: role.
- **create_a_zoho_crm_coql** — Execute a COQL (CRM Object Query Language) select query in Zoho CRM to fetch matching records from any module. Returns record objects whose top-level field keys correspond to the Zoho CRM field API names specified in the SELECT clause — the exact schema is query-specific and cannot be enumerated statically. Required: select_query. Max 200 records per response.
- **create_a_zoho_crm_leads_mass_convert** — Mass convert up to 50 Zoho CRM leads to Contacts, Accounts, and optionally Deals in a single API call. Returns: id, status. Required: Leads. Maximum 50 leads per request.
- **list_all_zoho_crm_org_currencies** — List all currencies configured in the zohocrm organization. Returns: id, iso_code, name, symbol, exchange_rate, is_active, is_base, prefix_symbol, format, created_time, modified_time.
- **create_a_zoho_crm_org_currency** — Create one or more new currencies in the zohocrm organization. Returns: code, status, message, details (with the new currency's id). Required: currencies (array; each item requires exchange_rate and iso_code).
- **get_single_zoho_crm_org_currency_by_id** — Get a single currency from the zohocrm organization by its identifier. Returns: id, iso_code, name, symbol, exchange_rate, is_active, is_base, prefix_symbol, format, created_time, modified_time. Required: currency.
- **update_a_zoho_crm_org_currency_by_id** — Update one or more non-base currencies in the zohocrm organization. Returns: code, status, message, details (with the updated currency's id). Required: currency (path), currencies (body array; each item requires id).
- **zoho_crm_org_currencies_enable** — Enable multi-currency. Enable multi-currency for the organization and set the base currency.
- **zoho_crm_org_currencies_bulk_update** — Update the base currency settings in Zoho CRM via the bulk update action on the currencies enable endpoint. Returns the updated base currency object including id, iso_code, symbol, exchange_rate, and is_active.
- **zoho_crm_org_currencies_org_bulk_update** — Bulk update org currency configurations in zohocrm by sending an array of currency update objects. Returns: id, iso_code, symbol, name, exchange_rate, is_active, is_home_currency. Required: currencies.
- **create_a_zoho_crm_read** — Create a bulk read job in Zoho CRM to asynchronously export records from a specified module. Returns: status, code, message, and details (including id, operation, state, created_by, and created_time of the queued job). Required: query (with module.api_name).
- **get_single_zoho_crm_read_by_id** — Get a Zoho CRM bulk read job by id to check its processing status. Returns the job object including id, operation, state, created_by, and created_time. Required: id.
- **list_all_zoho_crm_results** — Download the result of a ZohoCRM bulk read job identified by its job ID. Returns: file (the bulk read result delivered as a ZIP file object). Required: job_id.
- **list_all_zoho_crm_settings_audit_log_exports** — List all audit log export jobs in Zoho CRM. Returns: id, status, criteria, created_by, download_links, job_start_time, job_end_time, expiry_date.
- **create_a_zoho_crm_settings_audit_log_export** — Create a new audit log export job in Zoho CRM based on specified filter criteria. Returns: code, details (including the new job id), message, status. Required: audit_log_export.
- **get_single_zoho_crm_settings_audit_log_export_by_id** — Get a specific Zoho CRM audit log export job by its ID. Returns: id, status, criteria, created_by, download_links, job_start_time, job_end_time, expiry_date. Required: id.
- **list_all_zoho_crm_settings_business_hours** — Retrieve the zohocrm organization's business hours configuration including working days, hours, and timezone. Returns: id, type, timezone, week_starts_on, business_days, same_as_everyday, daily_timing, custom_timing.
- **create_a_zoho_crm_settings_business_hour** — Create a new business hours configuration in zohocrm for the organization, specifying working days, hours, and timezone. Returns: id, type, timezone, week_starts_on, business_days, same_as_everyday, daily_timing, custom_timing. Required: business_hours (containing week_starts_on and type).
- **zoho_crm_settings_business_hours_bulk_update** — Update the existing business hours configuration in zohocrm for the organization. Returns: id, type, timezone, week_starts_on, business_days, same_as_everyday, daily_timing, custom_timing. Required: business_hours (containing week_starts_on and type).
- **list_all_zoho_crm_settings_call_preferences** — Get the call preferences settings for the current user in Zoho CRM, which determine whether the from-number and to-number fields are displayed during CRM calls. Returns: show_from_number, show_to_number.
- **zoho_crm_settings_call_preferences_bulk_update** — Update call preferences settings in Zoho CRM to control the visibility of the from-number and to-number fields displayed during CRM calls. Returns: show_from_number, show_to_number.
- **list_all_zoho_crm_settings_custom_views** — List all zohocrm custom views for a module. Returns: id, display_value, access_type, category, system_defined, default, module, created_by, modified_by.
- **get_single_zoho_crm_settings_custom_view_by_id** — Get a specific zohocrm custom view by id. Returns: id, display_value, access_type, category, system_defined, default, module, created_by, modified_by. Required: id.
- **zoho_crm_settings_custom_views_change_sort** — Change the sort order of one or more zohocrm custom views in a module. Returns: code, status, message, details. Required: custom_views.
- **zoho_crm_settings_custom_views_bulk_update** — Change the sort order of a specific zohocrm custom view identified by id. Returns: code, status, message, details. Required: id.
- **list_all_zoho_crm_settings_data_sharings** — List the default data sharing settings configured for all modules in Zoho CRM. Returns: share_type, public_in_portals, module (with api_name and id), and rule_computation_running for each module.
- **zoho_crm_settings_data_sharings_bulk_update** — Update the default organization data sharing permissions for modules in Zoho CRM. Returns the updated settings including share_type, public_in_portals, module, and rule_computation_running. Required: data_sharing.
- **create_a_zoho_crm_write** — Create a new bulk write job in zohocrm to insert, update, or upsert CRM records in bulk. Returns: id, created_by. Required: operation, resource.
- **get_single_zoho_crm_write_by_id** — Get the details of a zohocrm bulk write job by id, including overall job status, per-resource processing outcomes, field mappings, and result download link. Returns: id, status, operation, created_time, created_by, resource, result, callback, character_encoding. Required: id.
- **list_all_zoho_crm_email_drafts** — List email drafts associated with a zohocrm record. Returns: id, from, subject, to, cc, bcc, created_time, modified_time, owner, content, rich_text, schedule_details, attachments, and inventory_details for each draft. Required: module, record.
- **get_single_zoho_crm_email_draft_by_id** — Get a single email draft by draft id for a zohocrm record. Returns: id, from, subject, to, cc, bcc, created_time, modified_time, owner, content, rich_text, reply_to, schedule_details, attachments, and inventory_details. Required: module, record, draft.
- **create_a_zoho_crm_email_draft** — Create one or more email drafts for a zohocrm record. Returns: id, from, subject, to, cc, bcc, created_time, modified_time, owner, content, rich_text, schedule_details, attachments, and inventory_details for each created draft. Required: module, record.
- **update_a_zoho_crm_email_draft_by_id** — Update an existing email draft for a zohocrm record. Returns: id, from, subject, to, cc, bcc, modified_time, created_time, owner, content, rich_text, schedule_details, attachments, and inventory_details. Required: module, record, draft.
- **delete_a_zoho_crm_email_draft_by_id** — Delete an email draft from a zohocrm record by draft id. Returns an empty 204 response on success. Required: module, record, draft.
- **zoho_crm_email_drafts_bulk_update** — Create email drafts for a record. Creates one or more email drafts associated with the specified record in the given module.
- **zoho_crm_email_drafts_bulk_delete** — Bulk delete email drafts associated with a specific record in a zohocrm module. Returns: code, message, status, details for each draft deletion result. Required: module, record.
- **list_all_zoho_crm_emails_sharing_details** — List email sharing details for a specific zohocrm record. Returns the users with whom the record's emails can be shared and the available email filter types. Returns: shared_from_users, available_types. Required: module_api_name, id.
- **list_all_zoho_crm_features** — List available features and their limits for the current Zoho CRM edition. Returns: api_name, feature_label, module_supported, parent_feature, details (with available_count, limits, and used_count), and components.
- **get_single_zoho_crm_feature_by_id** — Get a single Zoho CRM feature by its API name. Returns: api_name, feature_label, module_supported, parent_feature, details (with available_count, limits, and used_count), and components. Required: feature.
- **list_all_zoho_crm_automation_field_updates** — List all automation field update actions in Zoho CRM. Returns a collection of field update records including id and attributes.
- **get_single_zoho_crm_automation_field_update_by_id** — Get a single automation field update action by id in Zoho CRM. Returns the field update record including id and attributes. Required: id, include_inner_details.
- **create_a_zoho_crm_automation_field_update** — Create a new automation field update action in Zoho CRM that modifies field values when triggered by workflows, blueprints, or approval processes. Returns the created record including id and attributes. Required: field_updates.
- **update_a_zoho_crm_automation_field_update_by_id** — Update an existing automation field update action in Zoho CRM. Returns the updated record including id and attributes. Required: id, field_updates.
- **delete_a_zoho_crm_automation_field_update_by_id** — Delete an automation field update action by id in Zoho CRM. Returns the deletion result including id and attributes on success. Required: id.
- **zoho_crm_automation_field_updates_bulk_delete** — Delete multiple zohocrm automation field update actions in bulk by their IDs. Returns: code, status, message, and details for each deletion result. Required: ids.
- **zoho_crm_emails_link_record_bulk_delete** — Unlink deal associations from email records of a Contact in zohocrm. Required: contact_id. Returns an empty 204 response on success.
- **list_all_zoho_crm_files** — Retrieve binary file content from Zoho CRM's Zoho File System (ZFS) by its unique file ID. Returns the file as binary content (application/octet-stream) with Content-Type and Content-Disposition headers indicating the MIME type and filename. If the file ID does not match any stored file, a 204 No Content response is returned. Required: id.
- **create_a_zoho_crm_file** — Upload one or more files to Zoho CRM's Zoho File System (ZFS) using multipart/form-data. Returns an array of upload results per file, each containing status, code, message, and details (including the file's id and name) needed to associate the uploaded file with CRM records. Required: file. Up to 10 files per request; maximum 20 MB per file.
- **list_all_zoho_crm_locking_information_s** — List locking information records for a zohocrm module record. Returns: id, Locked_By__s, Locked_For__s, Locked_Reason__s, Lock_Source__s, Locked_Time__s, Record_Locking_Configuration_Id__s, $editable, Feature_Type__s. Required: module_name, record_id.
- **create_a_zoho_crm_locking_information** — Lock a zohocrm module record by creating locking information. Returns: status, code, message, details (including id, Created_Time, Modified_Time, Modified_By, and Created_By). Required: module_name, record_id, data.
- **update_a_zoho_crm_locking_information_by_id** — Update the locking reason of a locked zohocrm record. Returns: status, code, message, details (including id, Created_Time, Modified_Time, Modified_By, Created_By). Required: module_name, record_id, lock_id, data.
- **delete_a_zoho_crm_locking_information_by_id** — Delete locking information for a zohocrm record, effectively unlocking it. Returns an empty 204 response on success. Required: module_name, record_id, lock_id.
- **zoho_crm_locking_information_s_bulk_update** — Bulk update locking information for multiple locks on a zohocrm module record in a single request. Returns: status, code, message, details (including id, Created_Time, Modified_Time, Modified_By). Required: module_name, record_id, data.
- **zoho_crm_locking_information_s_bulk_delete** — Bulk delete locking information records associated with a specific zohocrm module record. Returns an empty 204 response on success. Required: module_name, record_id.
- **list_all_zoho_crm_settings_duplicate_check_preferences** — Get the duplicate check preference configuration for a zohocrm module. Returns the preference configuration object including schema-specific configuration fields (attributes); see the GetDuplicateCheckPreference schema in the Zoho CRM v8 API docs for field-level details. Required: module.
- **create_a_zoho_crm_settings_duplicate_check_preference** — Create duplicate check preference settings for a zohocrm module. Returns: code, status, message, details. Required: module.
- **zoho_crm_settings_duplicate_check_preferences_bulk_update** — Update duplicate check preference settings for a zohocrm module. Returns: code, status, message, details.
- **zoho_crm_settings_duplicate_check_preferences_bulk_delete** — Delete duplicate check preference settings for a zohocrm module. Returns: code, status, message, details.
- **list_all_zoho_crm_settings_email_templates** — List email templates in Zoho CRM with support for module-based filtering, category views, advanced filters, and sorting. Returns: id, name, subject, module, created_time, modified_time. Use module to filter by CRM module, category_view for category-based grouping, sort_by and sort_order to control ordering, and filters for advanced criteria.
- **zoho_crm_settings_emails_from_addresses** — Get the list of email addresses that can be used as senders in Zoho CRM. Returns: email, type, user_name, id, and default flag for each address.
- **list_all_zoho_crm_settings_fiscal_years** — Retrieve the fiscal year settings configured for the Zoho CRM organization. Returns: start_month, end_month, is_default.
- **zoho_crm_settings_fiscal_years_bulk_update** — Update the fiscal year settings for the Zoho CRM organization. Returns: start_month, end_month, is_default. Required: fiscal_year.
- **list_all_zoho_crm_settings_global_picklists** — List all zohocrm global picklists available in the organization. Returns: id, display_label, api_name, source, created_time, modified_time, actual_label, customizable, presence, and pick_list_values_sorted_lexically. Use the include parameter to additionally fetch pick_list_values, used_in_modules, and associated_fields_count.
- **get_single_zoho_crm_settings_global_picklist_by_id** — Get a single zohocrm global picklist by id, with pick_list_values included by default. Returns: id, display_label, api_name, source, actual_label, description, created_time, modified_time, customizable, presence, pick_list_values_sorted_lexically, created_by, modified_by, and pick_list_values. Required: id.
- **create_a_zoho_crm_settings_global_picklist** — Create a new zohocrm global picklist with a display label and picklist values. Returns: code, status, message, and details containing the new id. Required: global_picklists array, each item requiring display_label and pick_list_values.
- **update_a_zoho_crm_settings_global_picklist_by_id** — Update a zohocrm global picklist by id. Supports modifying display_label, api_name, description, pick_list_values_sorted_lexically, and pick_list_values (add, update, or delete — only one value may be moved to unused or deleted per request). Returns: code, status, message, details. Required: id, global_picklists.
- **delete_a_zoho_crm_settings_global_picklist_by_id** — Delete a zohocrm global picklist by id. Returns an empty 204 response on success. Required: id.
- **zoho_crm_settings_global_picklists_replace_picklist_values** — Schedule or execute replacement of picklist values for a zohocrm global picklist. Completes immediately (200) when the picklist has no field associations; otherwise schedules asynchronously (202). Returns: code, message, status, details (containing job_id when scheduled). Required: id, replace_picklist_values.
- **zoho_crm_settings_global_picklists_replaced_values** — Get picklist values currently in progress under a replace scheduler for a zohocrm global picklist. Returns: display_value, reference_value per in-progress value. Returns 204 with no content if no replacement scheduler is currently active. Required: id.
- **zoho_crm_settings_global_picklists_associations** — Retrieve field, module, and layout associations for a zohocrm global picklist. Returns: field (api_name, id, field_label), module (api_name, id, plural_label, module_name), layouts (name, id, status). Returns 204 if no picklist fields are associated. Required: id.
- **zoho_crm_settings_global_picklists_pick_list_values_associations** — List features (blueprints, workflows, orchestrations, ABM, etc.) that use a specific picklist value within a zohocrm global picklist. Returns: type (association category), resources (name, id, details). Returns 204 if the picklist value is not associated with any features. Required: id, picklist_value_id.
- **list_all_zoho_crm_settings_holidays** — List holidays in zohocrm, optionally filtered by year, type, or shift ID. Returns: id, name, date, type, shift_hour, year for each matching holiday.
- **get_single_zoho_crm_settings_holiday_by_id** — Get complete details of a specific zohocrm holiday by id. Returns: id, name, date, type, shift_hour, year. Required: id.
- **create_a_zoho_crm_settings_holiday** — Create one or more holidays in zohocrm with specified names, dates, types, and shift associations. Returns: code, status, message, and details (containing the new holiday id) for each created entry. Required: holidays.
- **update_a_zoho_crm_settings_holiday_by_id** — Update the name and/or date of a specific zohocrm holiday. Returns: code, status, message, and details containing the holiday id. Required: id, holidays.
- **delete_a_zoho_crm_settings_holiday_by_id** — Permanently delete a specific zohocrm holiday by id. Returns: code, status, message, and details containing the holiday id. Required: id.
- **zoho_crm_settings_holidays_bulk_update** — Update one or more existing holidays in bulk in zohocrm by supplying an array of holiday objects with their IDs and updated values. Returns: code, details (containing id), message, and status for each holiday in the request. Required: holidays array where each item must include id, name, date, type, and shift_hour. Max 100 holidays per request.
- **list_all_zoho_crm_settings_inventory_templates** — List inventory templates in zohocrm with support for sorting and filtering. Returns: id, name, modified_time, category. Optionally filter by category (normal or draft), sort by any field using sort_by and sort_order, or apply JSON-stringified filter expressions via filters.
- **create_a_zoho_crm_action_transfer** — Transfer zohocrm portal users from one user group to another within the same portal. Returns: code, details (containing personality_id), message, and status for each transferred user. Required: portal, user_type, transfer_To, personality_ids.
- **list_all_zoho_crm_field_pick_list_values** — List the available pick list values for a specified field in zohocrm. Returns: id, display_value, reference_value, actual_value, sequence_number, colour_code, type, and layout_associations for each value. Required: field_id. Returns 204 (no items) if the field exists but is not a pick list type.
- **list_all_zoho_crm_layout_map_dependencies** — List all field dependencies for a specific layout in Zoho CRM, including parent and child field relationships and their metadata. Returns: id, parent, child, sub_module, internal, active, source, category for each dependency record. Required: layout_id.
- **get_single_zoho_crm_layout_map_dependency_by_id** — Get a single field dependency by dependency_id for a specific layout in Zoho CRM. Returns: id, parent, child, sub_module, internal, active, source, category. Required: layout_id, dependency_id.
- **create_a_zoho_crm_layout_map_dependency** — Create a new field dependency mapping between parent and child picklist fields on a layout in Zoho CRM. Returns: code, status, message, details for the operation result. Required: layout_id, map_dependency (with parent, child, and pick_list_values per item). Only one dependency can be created per request.
- **update_a_zoho_crm_layout_map_dependency_by_id** — Update picklist value mappings for an existing field dependency on a layout in Zoho CRM. Use "_delete": null on a mapping entry to remove it. Returns: code, status, message, details. Required: layout_id, dependency_id, map_dependency (with parent, child, and pick_list_values per item).
- **delete_a_zoho_crm_layout_map_dependency_by_id** — Delete an existing field dependency from a layout in Zoho CRM, permanently removing the parent-child picklist field mapping. Returns: code, status, message, details for the operation result. Required: layout_id, dependency_id.
- **zoho_crm_layout_map_dependencies_bulk_update** — Create a new field dependency for a layout. Creates a new field dependency mapping between parent and child fields in a specific layout. The dependency defines how child field values are controlled based on parent field selections.
- **zoho_crm_layout_map_dependencies_bulk_delete** — Delete multiple picklist field dependency mappings on a zohocrm layout in bulk. Returns: code, details, message, status for each deleted dependency. Required: layout_id.
- **list_all_zoho_crm_notes_notes** — List notes in zohocrm associated with a parent module record. Returns: id. Required: parent_record_module, parent_record_id.
- **get_single_zoho_crm_notes_note_by_id** — Get a single zohocrm note by id from a parent module record. Returns: id. Required: parent_record_module, parent_record_id, id.
- **create_a_zoho_crm_notes_note** — Create Notes for a Record. Creates one or more notes associated with a specific parent record. Either note content or note title must be provided (at least one is mandatory).
- **update_a_zoho_crm_notes_note_by_id** — Update a Note. Updates an existing note associated with a specific parent record. Either note content or note title must be provided (at least one is mandatory).
- **delete_a_zoho_crm_notes_note_by_id** — Delete a zohocrm note by id from a parent module record. Returns: id. Required: parent_record_module, parent_record_id, id.
- **zoho_crm_notes_notes_bulk_update** — Update multiple zohocrm notes in a single request. Provide an array of note objects under the `data` key, each requiring an `id` plus the fields to change. Returns per-record operation status including code, status, message, and details. Required: data.
- **zoho_crm_notes_notes_bulk_delete** — Delete multiple zohocrm notes in a single request by specifying their IDs. Returns per-record operation status including code, status, message, and details. Required: ids.
- **list_all_zoho_crm_org_photos** — Retrieve the zohocrm organization photo. Returns the photo as binary PNG image data (image/png content type). If no photo has been set for the organization, the API returns 204 No Content instead of image data.
- **create_a_zoho_crm_org_photo** — Upload a photo for the zohocrm organization. Returns: status, code, message, and details confirming the result of the upload operation. Required: file.
- **zoho_crm_org_photos_bulk_delete** — Delete the zohocrm organization photo (logo). Returns an empty 204 response on success.
- **list_all_zoho_crm_orgs** — List Zoho CRM organization details for the authenticated account. Returns the company profile including id, company_name, phone, website, city, country, time_zone, created_time, and additional organizational attributes. No required parameters; the array contains at most one record.
- **list_all_zoho_crm_portal_user_types** — List all portal user types for a Zoho CRM portal. Returns: id, name, active, default, personality_module, modules, active_user_count, deactive_user_count, invitation_field, created_by, created_time, modified_by, modified_time. Required: portal.
- **get_single_zoho_crm_portal_user_type_by_id** — Get a single portal user type by id in Zoho CRM. Returns: id, name, active, default, personality_module, modules, invitation_field, active_user_count, deactive_user_count, created_by, created_time, modified_by, modified_time. Required: portal, user_type_id.
- **create_a_zoho_crm_portal_user_type** — Create portal user type. Create one or more portal user types for the specified portal. Request body must include a user_type array with one or more user type objects.
- **update_a_zoho_crm_portal_user_type_by_id** — Update portal user type. Update the specified portal user type. Request body must include user_type array with items containing the fields to update.
- **delete_a_zoho_crm_portal_user_type_by_id** — Delete a portal user type by id from a Zoho CRM portal. Returns an empty 204 response on success. Required: portal, user_type_id.
- **zoho_crm_portal_user_types_bulk_update** — Create portal user type. Create one or more portal user types for the specified portal. Request body must include a user_type array with one or more user type objects.
- **zoho_crm_portal_user_types_bulk_delete** — Bulk delete portal user types in Zoho CRM from the specified portal. Returns: id, name, modules. Required: portal.
- **list_all_zoho_crm_searches** — Search records in a Zoho CRM module by criteria, word, email, or phone. Returns: id, Owner, Created_Time, Modified_Time, Created_By, Modified_By. Required: module. At least one of criteria, word, email, or phone must also be supplied. Max 2,000 records and 15 criteria conditions; newly created records may have indexing delays.
- **list_all_zoho_crm_settings_pipelines** — List Zoho CRM pipelines configured for a given layout. Returns a collection of pipeline objects; each record includes id. Optional: layout_id.
- **get_single_zoho_crm_settings_pipeline_by_id** — Get a specific Zoho CRM pipeline by id. Returns the pipeline object including id. Required: id.
- **create_a_zoho_crm_settings_pipeline** — Create a new Zoho CRM pipeline for a given layout. Returns: code, details, message, status. Optional: layout_id.
- **update_a_zoho_crm_settings_pipeline_by_id** — Update a Zoho CRM pipeline by id. Returns: code, details, message, status. Required: id. Optional: layout_id.
- **zoho_crm_settings_pipelines_partial_update** — Partially update a Zoho CRM pipeline by id. Returns: code, details, message, status. Required: id.
- **zoho_crm_settings_pipelines_bulk_update** — Update or delete pipeline settings in zohocrm in bulk for a specified layout. Returns operation results per pipeline including code, details, message, and status. Required: layout_id, pipeline.
- **zoho_crm_settings_pipelines_transfer** — Transfer records from one or more pipelines to a target pipeline and delete the source pipelines in zohocrm. Returns transfer operation results per pipeline including code, details, message, and status. Required: layout_id, pipeline.
- **zoho_crm_settings_pipelines_pipeline_partial_update** — Update a pipeline in the Zoho CRM Deals module. Returns the updated pipeline including its id, name, default flag, stages, and layout. Required: pipeline body array containing the id of the pipeline to update.
- **get_single_zoho_crm_settings_portal_by_id** — Get a specific zohocrm portal by its identifier. Returns: name, saml_configuration. Required: portal.
- **update_a_zoho_crm_settings_portal_by_id** — Update settings for a specific zohocrm portal, including its name and SAML configuration. Returns: code, message, details, status. Required: portal, portals.
- **delete_a_zoho_crm_settings_portal_by_id** — Delete a specific zohocrm portal by its identifier. Returns: code, message, details, status. Required: portal.
- **list_all_zoho_crm_settings_portals** — List all zohocrm portals configured in the organization. Returns: name, saml_configuration.
- **create_a_zoho_crm_settings_portal** — Create a new zohocrm portal with a name and optional SAML configuration. Returns: code, message, details, status. Required: portals.
- **zoho_crm_settings_portals_bulk_update** — Update multiple Zoho CRM portals in a single request. Returns updated portal records including name, id, and url. Required: portals.
- **zoho_crm_settings_portals_bulk_delete** — Delete multiple Zoho CRM portals in a single request. Returns the deleted portal records including name, id, and url. Required: portals.
- **list_all_zoho_crm_settings_tags** — List tags in Zoho CRM, optionally filtered by module. Returns tag records including id, name, and color_code.
- **update_a_zoho_crm_settings_tag_by_id** — Update the details of an existing tag in Zoho CRM by id. Returns the updated tag record including id, name, and color_code. Required: id, tags.
- **delete_a_zoho_crm_settings_tag_by_id** — Delete a tag in Zoho CRM by id. Returns the deleted tag record including id, name, and color_code. Required: id.
- **zoho_crm_settings_tags_bulk_update** — Bulk update multiple tags in Zoho CRM in a single request, with tag ids supplied in the request body. Returns the updated tag records including id, name, and color_code. Required: tags.
- **create_a_zoho_crm_settings_tag** — Create one or more tags in Zoho CRM. Returns the created tag records including id, name, and color_code. Required: tags.
- **zoho_crm_settings_tags_mass_delete** — Retrieve the status of scheduled mass delete jobs for Zoho CRM settings tags. Returns a list of jobs, each including job_id, status, and created_time.
- **zoho_crm_settings_tags_merge** — Merge two Zoho CRM settings tags: the source tag (path id) is merged into the target tag (body tags[].conflict_id). Returns per-tag merge status including code, message, status, and details. Required: id, tags[].conflict_id.
- **zoho_crm_settings_tags_records_count** — Get the number of records associated with a Zoho CRM settings tag by id. Returns: count. Required: id.
- **create_a_zoho_crm_settings_tags_setting** — Create one or more tags for a specific module in Zoho CRM. Returns: code, details (including id, name, and module), message, and status for each created tag. Required: module (query), tags array with name (body).
- **list_all_zoho_crm_user_type_users** — List Zoho CRM portal users filtered by portal and user type. Returns: personality_id, name, email, active, confirm, status_reason__s, created_time, module, Source__s. Required: portal, user_type.
- **create_a_zoho_crm_user_type_user** — Change status of portal users in bulk. Changing portal users status in bulk.
- **zoho_crm_user_type_users_bulk_delete** — Bulk delete users from a Zoho CRM portal for a given user type. Returns: personality_id, name, email, active, confirm, status_reason__s, created_time, module, Source__s. Required: portal, user_type.
- **zoho_crm_user_type_users_change_status** — Change the status of a specific Zoho CRM portal user identified by record_id within a given portal and user type. Returns: personality_id, name, email, active, confirm, status_reason__s, created_time, module, Source__s. Required: portal, user_type, record_id.
- **list_all_zoho_crm_automation_scoring_rules** — List all scoring rules configured in Zoho CRM, optionally filtered by module, layout_id, or name. Returns: id, name, description, module, layout, field_rules, touch_point_rules, custom_fields.
- **get_single_zoho_crm_automation_scoring_rule_by_id** — Get a single Zoho CRM scoring rule by id. Returns: id, name, description, module, layout, field_rules, touch_point_rules, custom_fields. Required: id.
- **create_a_zoho_crm_automation_scoring_rule** — Configure one or more scoring rules for a module and layout in Zoho CRM. Up to 250 rules can be submitted per request. Returns: id, name, description, module, layout, field_rules, touch_point_rules, custom_fields. Required: scoring_rules.
- **update_a_zoho_crm_automation_scoring_rule_by_id** — Update an existing Zoho CRM scoring rule by id. Supports modifying name, description, field_rules, touch_point_rules, and custom_fields. Returns: id, name, description, module, layout, field_rules, touch_point_rules, custom_fields. Required: id, scoring_rules.
- **delete_a_zoho_crm_automation_scoring_rule_by_id** — Delete a single Zoho CRM scoring rule by id. Returns: id, name, description, module, and layout on successful deletion. Required: id.
- **zoho_crm_automation_scoring_rules_bulk_update** — Update multiple scoring rules in zohocrm in a single bulk request. Returns the updated rule objects including id, status, and layout. Required: scoring_rules.
- **zoho_crm_automation_scoring_rules_bulk_delete** — Delete one or more scoring rules in zohocrm by ids. Returns per-rule deletion status including code, status, message, and details. Required: ids (comma-separated).
- **zoho_crm_automation_scoring_rules_activate** — Activate a scoring rule in zohocrm by rule_id. Returns the activated rule object including id, status, and layout. Required: rule_id.
- **zoho_crm_automation_scoring_rules_clone** — Clone a scoring rule in zohocrm by rule_id. Returns the newly cloned rule object including id, status, and layout. Required: rule_id.
- **zoho_crm_automation_scoring_rules_automation_bulk_delete** — Delete one or more scoring rules in Zoho CRM by ids. Returns per-rule deletion status including code, status, message, and details for each rule processed. Required: ids (comma-separated).
- **list_all_zoho_crm_photos** — Download the photo associated with a zohocrm record. Returns raw binary PNG image data (image/png) when a photo exists for the record, or no content if none is found. Required: module, record.
- **create_a_zoho_crm_photo** — Upload a photo for a zohocrm record using multipart form data. Returns: code, message, status, details indicating the outcome of the upload. Required: module, record, file.
- **zoho_crm_photos_bulk_delete** — Delete the photo from a zohocrm record. Returns an empty 204 response on success. Required: module, record.
- **zoho_crm_records_count** — Get the total number of records in a Zoho CRM module, with optional filtering by a Custom View or search parameters. Returns: count. Required: module_api_name. Supply either cvid or one of criteria, email, phone, or word — combining cvid with any search parameter results in an AMBIGUITY_DURING_PROCESSING error.
- **list_all_zoho_crm_services_s** — List all services records in Zoho CRM. Returns: id, attributes (module-specific field values whose shape depends on the Services module configuration).
- **get_single_zoho_crm_services_by_id** — Get a single services record by id from Zoho CRM. Returns: id, attributes (module-specific field values). Required: id.
- **create_a_zoho_crm_services** — Create one or more services records in Zoho CRM. Returns: code, details, message, status for each submitted record. Required: data.
- **update_a_zoho_crm_services_by_id** — Update an existing services record by id in Zoho CRM. Returns: code, details, message, status. Required: id, data.
- **delete_a_zoho_crm_services_by_id** — Delete a services record by id from Zoho CRM. Returns: code, details, message, status. Required: id.
- **zoho_crm_services_s_bulk_update** — Update multiple Zoho CRM Services records in a single request. Returns an array of per-record operation results, each containing code, details, message, and status. Required: data (array of service objects each including id and the fields to update).
- **zoho_crm_services_s_bulk_delete** — Delete multiple Zoho CRM Services records by their IDs in a single request. Returns an array of per-record operation results, each containing code, details, message, and status. Required: ids.
- **list_all_zoho_crm_settings_profiles** — List zohocrm CRM profiles with their metadata. Returns: id, name, api_name, display_label, type, custom, created_time, modified_time, description, permissions_details, sections. Max 200 profiles per response.
- **get_single_zoho_crm_settings_profile_by_id** — Get a single zohocrm CRM profile by id. Returns: id, name, api_name, display_label, type, custom, created_time, modified_time, description, permissions_details, sections. Required: id.
- **update_a_zoho_crm_settings_profile_by_id** — Update a zohocrm CRM profile by id, modifying its name, description, and individual permission toggles. Returns: id, status, code, message, details. Required: id, profiles.
- **delete_a_zoho_crm_settings_profile_by_id** — Delete a zohocrm CRM profile by id, transferring its users to another profile. Returns: status, code, message, details. Required: id, transfer_to_id.
- **zoho_crm_settings_profiles_clone** — Clone a zohocrm CRM profile by id to create a new profile. Returns: id, name, api_name, display_label, type, custom, created_time, modified_time, description, permissions_details, sections. Required: id, profiles.
- **list_all_zoho_crm_settings_record_locking_configurations** — List record locking configurations in Zoho CRM for a module. Returns: id, lock_type, locked_for, restricted_actions, locking_rules, excluded_fields, lock_excluded_profiles, lock_for_portal_users, system_defined, created_time, modified_time, created_by, and modified_by. Required: module.
- **get_single_zoho_crm_settings_record_locking_configuration_by_id** — Get a single record locking configuration by id in Zoho CRM. Returns: id, lock_type, locked_for, restricted_actions, locking_rules, excluded_fields, lock_excluded_profiles, lock_for_portal_users, system_defined, created_time, modified_time, created_by, and modified_by. Required: id, module.
- **create_a_zoho_crm_settings_record_locking_configuration** — Create a record locking configuration in Zoho CRM for a module. Returns: id, lock_type, locked_for, restricted_actions, locking_rules, excluded_fields, lock_excluded_profiles, lock_for_portal_users, system_defined, feature_type, created_time, and created_by. Required: module.
- **update_a_zoho_crm_settings_record_locking_configuration_by_id** — Update a record locking configuration by id in Zoho CRM. Returns: id, lock_type, locked_for, restricted_actions, locking_rules, excluded_fields, lock_excluded_profiles, lock_for_portal_users, system_defined, feature_type, modified_time, and modified_by. Required: id.
- **delete_a_zoho_crm_settings_record_locking_configuration_by_id** — Delete a record locking configuration by id in Zoho CRM. Returns an empty 204 response on success. Required: id.
- **zoho_crm_settings_record_locking_configurations_bulk_update** — Update record locking configurations for different modules in Zoho CRM. Returns: status, code, message, details (with updated configuration id). Required: module, record_locking_configurations (array, each item requires id). Array accepts at most 1 item per request.
- **zoho_crm_settings_record_locking_configurations_bulk_delete** — Delete record locking configurations by IDs for a module in Zoho CRM. Returns: status, code, message, details (with deleted configuration id). Required: module, ids.
- **list_all_zoho_crm_settings_recycle_bins** — List recycle bin records in zohocrm. Returns a paginated collection of deleted records, each including id, display_name, deleted_time, module, owner, and deleted_by.
- **get_single_zoho_crm_settings_recycle_bin_by_id** — Get a single zohocrm recycle bin record by id. Returns: id, display_name, deleted_time, owner, module (with api_name and id), and deleted_by. Required: id.
- **create_a_zoho_crm_settings_recycle_bin** — Restore a recycle bin record. Restores a single recycle-bin record identified by the path parameter `record_id`.
- **delete_a_zoho_crm_settings_recycle_bin_by_id** — Permanently delete a single zohocrm recycle bin record by id. This action is irreversible. Returns: status, code, message, and details (including the id of the deleted record). Required: id.
- **zoho_crm_settings_recycle_bins_bulk_delete** — Permanently delete multiple zohocrm recycle bin records in a single request. Returns per-record results including status, code, message, and details.
- **zoho_crm_settings_recycle_bins_count** — Get the total count of records currently in the zohocrm recycle bin. Returns: count.
- **zoho_crm_settings_recycle_bins_empty** — Empty the recycle bin. Permanently deletes all records from the Recycle Bin. This action is irreversible, as deleted records cannot be restored after this operation. When the number of records in the Recycle Bin exceeds 1000 (including child records), the deletion will be scheduled as a background job (202 status). If the count is 1000 or fewer, the records are deleted immediately (200 status). Only users with the Admin profile can empty the Recycle Bin.
- **zoho_crm_settings_recycle_bins_restore** — Restore records from the zohocrm recycle bin by providing ids, filters, or restore_all_records — exactly one must be supplied; they are mutually exclusive. Returns per-item results with id, status, code, message, and details. When more than 1,000 records (including child records) need to be restored, the operation is scheduled as a background job (202 response).
- **list_all_zoho_crm_settings_related_lists** — List related lists configuration in Zoho CRM for a specific module. Returns: id, display_label, name, module, type, visible, sequence_number, actions, href. Required: module.
- **list_all_zoho_crm_settings_roles** — List all CRM roles in the Zoho CRM organization. Returns: id, name, api_name, display_label, share_with_peers, reporting_to, forecast_manager, description, created_by__s, modified_by__s, created_time__s, modified_time__s. Max 250 roles per response.
- **get_single_zoho_crm_settings_role_by_id** — Get a single Zoho CRM role by id. Returns: id, name, api_name, display_label, share_with_peers, reporting_to, forecast_manager, description, created_by__s, modified_by__s, created_time__s, modified_time__s. Required: role.
- **create_a_zoho_crm_settings_role** — Create one or more new CRM roles in the Zoho CRM organization (up to 100 per request). Returns: code, details (containing the new role id), message, status for each created role. Required: roles.
- **update_a_zoho_crm_settings_role_by_id** — Update a single Zoho CRM role by id. Returns: code, details (containing the updated role id), message, status confirming the update. Required: role.
- **delete_a_zoho_crm_settings_role_by_id** — Delete a single Zoho CRM role by id. Returns: code, details, message, status confirming the deletion. Required: role.
- **zoho_crm_settings_roles_bulk_update** — Update multiple Zoho CRM roles in a single request. Returns: id, name, description, reporting_to, and share_with_peers for each updated role. Required: roles (array of role objects, each containing id and the fields to update).
- **zoho_crm_settings_roles_bulk_delete** — Delete multiple Zoho CRM roles in a single request. Returns: id, name, description, reporting_to, and share_with_peers for each affected role. Required: roles (array of role objects, each containing id).
- **list_all_zoho_crm_settings_service_preferences** — Retrieve service preference settings for the zohocrm organization. Returns: job_sheet_enabled (boolean indicating whether job sheet generation is enabled upon appointment completion).
- **zoho_crm_settings_service_preferences_bulk_update** — Update service preference settings for the zohocrm organization. Returns: job_sheet_enabled. Required: service_preferences.
- **list_all_zoho_crm_timelines** — List timeline entries for a zohocrm record, showing its full activity history. Returns an array of timeline event objects each containing id, audited_time, action, source, done_by, related_record, extension, automation_details, and record. Required: module, record_id.
- **list_all_zoho_crm_business_hours_shift_hours** — List all configured shift hours in Zoho CRM, including timing, break hours, users, and holidays for each shift. Returns: id, name, timezone, shift_days, same_as_everyday, users_count, break_hours, holidays, users.
- **get_single_zoho_crm_business_hours_shift_hour_by_id** — Get a single Zoho CRM shift hour configuration by its identifier. Returns: id, name, timezone, shift_days, same_as_everyday, users_count, break_hours, holidays, users. Required: shift.
- **create_a_zoho_crm_business_hours_shift_hour** — Create one or more new shift hour configurations in Zoho CRM with timing, timezone, break hours, and shift day settings. Returns: id, name, timezone, shift_days, same_as_everyday, users_count, break_hours, holidays, users. Required: shift_hours.
- **update_a_zoho_crm_business_hours_shift_hour_by_id** — Update an existing Zoho CRM shift hour configuration by its identifier. Returns: id, name, timezone, shift_days, same_as_everyday, users_count, break_hours, holidays, users. Required: shift.
- **delete_a_zoho_crm_business_hours_shift_hour_by_id** — Delete a Zoho CRM shift hour configuration by its identifier. Returns an empty 204 response on success. Required: shift.
- **zoho_crm_business_hours_shift_hours_bulk_update** — Update multiple shift hours records in bulk in Zoho CRM. Returns: code, status, message, and details for each operation result. Required: shift_hours.
- **zoho_crm_business_hours_shift_hours_bulk_delete** — Delete multiple shift hours records in bulk in Zoho CRM. Returns: code, status, message, and details for each deletion result. Required: shift_hours.
- **list_all_zoho_crm_settings_territories** — List all Zoho CRM territories. Returns: id, name, description, permission_type, manager, reporting_to per territory record. Use the include parameter to add account_rule_criteria, lead_rule_criteria, or deal_rule_criteria to each result.
- **get_single_zoho_crm_settings_territory_by_id** — Get a single Zoho CRM territory by id. Returns the territory object including id, name, description, permission_type, manager, and reporting_to. Required: id.
- **create_a_zoho_crm_settings_territory** — Transfer records from a specific Zoho CRM territory and delete it. Returns operation results including code, status, message, and details per territory. Required: id.
- **update_a_zoho_crm_settings_territory_by_id** — Update a Zoho CRM territory by id. Returns operation results including code, status, message, and details. Required: id.
- **delete_a_zoho_crm_settings_territory_by_id** — Delete a Zoho CRM territory by id. Returns operation results including code, status, message, and details. Required: id.
- **zoho_crm_settings_territories_bulk_update** — Bulk update up to 100 territories in zohocrm in a single request. Returns: code, details, message, status per territory operation result. Required: territories (array; each item must include id).
- **zoho_crm_settings_territories_bulk_delete** — Delete multiple territories in zohocrm by their IDs in a single request. Returns: code, details, message, status per territory operation result. Required: ids.
- **zoho_crm_settings_territories_associated_users_count** — Get the number of users associated with each territory in zohocrm. Returns: count and territory (containing id and name) for each entry.
- **zoho_crm_settings_territories_transfer_and_delete** — Transfer records from multiple territories to another territory and then delete them in zohocrm. Returns: code, details, message, status per territory operation result. Required: territories (array; each item must include id).
- **create_a_zoho_crm_settings_territories_setting** — Create Territories. Auto-generated description for operation `Create Territories`.
- **list_all_zoho_crm_settings_unsubscribe_links** — List all unsubscribe links configured in zohocrm. Returns: id, name, submission_action_type.
- **get_single_zoho_crm_settings_unsubscribe_link_by_id** — Get a single zohocrm unsubscribe link by id. Returns: id, name, submission_action_type. Required: id.
- **create_a_zoho_crm_settings_unsubscribe_link** — Create a new unsubscribe link in zohocrm. Returns: id, name, submission_action_type. Required: submission_action_type.
- **update_a_zoho_crm_settings_unsubscribe_link_by_id** — Update an existing zohocrm unsubscribe link by id. Returns: id, name, submission_action_type. Required: id.
- **delete_a_zoho_crm_settings_unsubscribe_link_by_id** — Delete a zohocrm unsubscribe link by id. Returns: code, status, message, details. Required: id.
- **zoho_crm_settings_unsubscribe_links_bulk_update** — Bulk update multiple unsubscribe links in Zoho CRM via a single PUT request. Returns modification results for each record including code, status, message, and details. Required: unsubscribe_links in the request body.
- **zoho_crm_settings_unsubscribe_links_associations** — Get association information for unsubscribe links configured in Zoho CRM, showing where each link is used. Returns id, name, and associated_places for each link. Returns a 204 response when no associations exist.
- **list_all_zoho_crm_settings_user_groups** — List all user groups available in the Zoho CRM organization. Returns: id, name, description, created_by, modified_by, created_time, modified_time, and sources_count per group.
- **get_single_zoho_crm_settings_user_group_by_id** — Get a single Zoho CRM user group by ID. Returns: id, name, description, created_by, modified_by, created_time, modified_time, and sources_count. Required: group.
- **create_a_zoho_crm_settings_user_group** — Create a new user group in Zoho CRM. Returns: code, status, message, and details (containing the id of the newly created group). Required: user_groups (array with each entry requiring name and sources).
- **update_a_zoho_crm_settings_user_group_by_id** — Update Group. Update an existing user group in your organization.
- **delete_a_zoho_crm_settings_user_group_by_id** — Delete a Zoho CRM user group by ID. Returns an empty 204 response on success. Required: group.
- **zoho_crm_settings_user_groups_associated_users_count** — Get the count of users associated with each user group in Zoho CRM, with optional filtering. Returns: user_group (with id and name) and count of associated users per group.
- **zoho_crm_settings_user_groups_associations** — Get the associations for a specific Zoho CRM user group, finding where it is used across sharing rules, workflows, assignment rules, approval processes, and email notifications. Returns: resource (id, name), details (module api_name, id), and type. Required: group.
- **zoho_crm_settings_user_groups_sources_count** — Get the count of sources (territories, roles, groups, and users by status) for a specified Zoho CRM user group. Returns: territories, roles, groups, and users (with active, inactive, and deleted counts). Required: group.
- **zoho_crm_settings_user_groups_bulk_update** — Bulk update multiple Zoho CRM user groups in a single request. Returns: code, status, message, and details for each updated group. Required: user_groups.
- **zoho_crm_settings_user_groups_bulk_delete** — Bulk delete multiple Zoho CRM user groups in a single request. Returns: code, status, message, and details for each deleted group. Required: user_groups.
- **get_single_zoho_crm_settings_variable_group_by_id** — Get a specific variable group from Zoho CRM settings by id. Returns: id, name, api_name, description, and variables. Required: id.
- **update_a_zoho_crm_settings_variable_group_by_id** — Update a variable group's details in Zoho CRM settings by id. Returns the operation result including code, details, message, and status. Required: id.
- **list_all_zoho_crm_settings_variable_groups** — List all variable groups created in the Zoho CRM org. Returns variable group records including id, name, api_name, description, and variables.
- **zoho_crm_settings_variable_groups_bulk_update** — Bulk update multiple variable groups in Zoho CRM settings in a single request. Returns operation results for each updated group including code, details, message, and status. Required: variable_groups.
- **list_all_zoho_crm_territorie_child_territories** — List child territories under a parent territory in zohocrm. Returns: id, name, api_name, permission_type, manager, reporting_to, created_time, modified_time, created_by, modified_by, description, account_rule_criteria, deal_rule_criteria, and lead_rule_criteria. Required: id.
- **list_all_zoho_crm_territorie_users** — List users associated with a Zoho CRM territory. Returns: id. Required: territory.
- **get_single_zoho_crm_territorie_user_by_id** — Get a single user associated with a Zoho CRM territory by user ID. Returns: id. Required: territory, user.
- **update_a_zoho_crm_territorie_user_by_id** — Add a user to a Zoho CRM territory. Returns the operation result including code, status, message, and details with the user id. Required: territory, user, users.
- **delete_a_zoho_crm_territorie_user_by_id** — Remove a user from a Zoho CRM territory. Returns the operation result including code, status, message, and details with the user id. Required: territory, user.
- **zoho_crm_territorie_users_bulk_update** — Add up to 100 users to a Zoho CRM territory in a single request. Returns the operation result per user including code, status, message, and details with id. Required: territory, users.
- **zoho_crm_territorie_users_bulk_delete** — Bulk disassociate users from a Zoho CRM territory. Returns an array of operation status results per user, including code, message, status, and details. Required: territory.
- **create_a_zoho_crm_upload** — Upload a file (ZIP containing CSV) to zohocrm's Bulk Write upload endpoint using multipart/form-data. Requires the org_id (zgid, obtainable via org.get), sent as the X-CRM-ORG header. Returns: status, code, message, and details containing the file_id and created_time of the uploaded file. Required: file, org_id.
- **list_all_zoho_crm_user_group_sources** — List sources for a specified zohocrm user group. Returns: source (containing id and name), type, subordinates, and sub_territories for each source entry. Required: group.
- **list_all_zoho_crm_user_territories** — List territories assigned to a specific user in Zoho CRM. Returns: id for each territory record in the collection. Required: user.
- **get_single_zoho_crm_user_territory_by_id** — Get a specific territory assigned to a user in Zoho CRM. Returns: id for the territory record. Required: user, territory.
- **update_a_zoho_crm_user_territory_by_id** — Associate a territory to a user in Zoho CRM. Returns: code, status, message for the operation result. Required: user, territory, territories.
- **delete_a_zoho_crm_user_territory_by_id** — Remove a specific territory from a user in Zoho CRM. Returns: code, status, message indicating the removal result. Required: user, territory.
- **zoho_crm_user_territories_bulk_update** — Associate or update multiple territories for a user in Zoho CRM in a single request. Returns: code, status, message for each operation result. Required: user, territories.
- **zoho_crm_user_territories_bulk_delete** — Remove multiple territories from a user in Zoho CRM. Returns: code, status, message, details for each territory removal operation. Required: user.
- **list_all_zoho_crm_zia_org_enrichments** — List Zoho CRM Zia organization enrichment jobs with optional status filtering and sorting. Returns: id, status, created_time, created_by.
- **get_single_zoho_crm_zia_org_enrichment_by_id** — Get a single Zoho CRM Zia organization enrichment record by id. Returns: id, status, enrich_based_on (name, email, website), enriched_data. Required: id.
- **create_a_zoho_crm_zia_org_enrichment** — Trigger a Zia organization enrichment job in zohocrm for a specific CRM record. Returns: code, details (with id of the scheduled job), message, status. Required: module, __zia_org_enrichment. Max 50 enrichment inputs per request.
- **list_all_zoho_crm_automation_tasks** — List automation tasks configured in the Zoho CRM organization. Returns task records including id, module, and feature_type. Optionally filter by feature_type or module.
- **get_single_zoho_crm_automation_task_by_id** — Get a single Zoho CRM automation task by id. Returns the task object including id, module, and feature_type. Required: id.
- **create_a_zoho_crm_automation_task** — Create a new automation task in the Zoho CRM organization. Returns the created task record including id, module, and feature_type.
- **update_a_zoho_crm_automation_task_by_id** — Update an existing automation task in Zoho CRM by id. Returns the updated task record including id, module, and feature_type. Required: id.
- **delete_a_zoho_crm_automation_task_by_id** — Delete an automation task from Zoho CRM by id. Returns a 200 response with code, details, message, and status confirming deletion. Required: id.
- **zoho_crm_automation_tasks_bulk_delete** — Delete multiple automation tasks configured in Zoho CRM in a single request. Returns per-task results including code, status, message, and details for each submitted ID. A 207 response is returned when some tasks are deleted successfully and others fail. Required: ids.
- **list_all_zoho_crm_automation_webhook_failures** — List webhook execution failures in zohocrm to retrieve detailed information about failed webhook executions in your organization. Returns: id, webhook_id, module, created_time. Supports optional filtering by webhook_id, module, and date range via from and to parameters.
- **list_all_zoho_crm_automation_webhooks** — List all webhooks configured in your Zoho CRM account. Returns: id, name, url, method. Optional filters include module, sort_by, sort_order, feature_type, related_module, and filters.
- **get_single_zoho_crm_automation_webhook_by_id** — Get a single webhook by id from your Zoho CRM account. Returns: id, name, url, method. Required: id.
- **create_a_zoho_crm_automation_webhook** — Create one or more webhooks in Zoho CRM to send real-time notifications to external services when records are created, updated, or deleted. Returns: id, name, url, method.
- **update_a_zoho_crm_automation_webhook_by_id** — Update an existing webhook by id in your Zoho CRM account. Returns: id, name, url, method. Required: id.
- **zoho_crm_automation_webhooks_bulk_update** — Update multiple existing webhooks in your Zoho CRM account in a single request. Returns: id, name, url, method. Each webhook in the request body must include its id.
- **delete_a_zoho_crm_automation_webhook_by_id** — Delete a single webhook by id in Zoho CRM. Returns: code, status, message, details. Required: id.
- **zoho_crm_automation_webhooks_bulk_delete** — Delete one or more webhooks in Zoho CRM in a single call. Returns: code, status, message, details per webhook. Required: ids. Max 10 webhooks per call.
- **zoho_crm_automation_webhooks_associated_modules** — List all modules associated with webhook actions in the current Zoho CRM account. Returns: api_name, module_name.
- **zoho_crm_automation_webhooks_usage_reports** — Retrieve usage statistics for webhook actions executed in Zoho CRM over the last seven days. Returns: webhook, status, executed_time. Optional filters: group_by, type, from, to.
- **list_all_zoho_crm_automation_workflow_rules** — List all workflow rules in Zoho CRM. Returns: id, module, status, execute_on.
- **get_single_zoho_crm_automation_workflow_rule_by_id** — Get the details of a specific workflow rule in Zoho CRM by id. Returns: id, module, status, execute_on. Required: id.
- **create_a_zoho_crm_automation_workflow_rule** — Configure a new workflow rule in Zoho CRM. Returns: id, module, status, execute_on of the created rule. Required: workflow_rules.
- **update_a_zoho_crm_automation_workflow_rule_by_id** — Update an existing workflow rule by id in Zoho CRM with partial data. Returns: id, module, status, execute_on. Required: id, workflow_rules.
- **zoho_crm_automation_workflow_rules_bulk_update** — Update multiple existing workflow rules in Zoho CRM, with rule IDs specified in the request body. Returns: id, module, status, execute_on. Required: workflow_rules.
- **delete_a_zoho_crm_automation_workflow_rule_by_id** — Delete a zohocrm workflow rule by id. Returns: code, status, message, details confirming the deletion. Required: id.
- **zoho_crm_automation_workflow_rules_bulk_delete** — Delete multiple zohocrm workflow rules at once. Returns: code, status, message per processed rule. Required: ids.
- **zoho_crm_automation_workflow_rules_actions_count** — Get the total count of actions configured in specified zohocrm workflow rules, categorized by action type including instant and scheduled actions. Returns: id, instant_actions, scheduled_actions. Required: ids.
- **zoho_crm_automation_workflow_rules_rules_count** — Fetch the limit and usage details of zohocrm workflow rules and actions in the account, tracking how many are configured and how many more can be created. Returns: rules, actions with their respective usage and limit breakdowns.
- **zoho_crm_automation_workflow_rules_module_specific_count** — Get zohocrm workflow rule action counts for a specific CRM module. Returns: module, count. Required: module.
- **zoho_crm_automation_workflow_rules_reorder** — Update the execution order of Zoho CRM workflow rules for a specific module. By default rules execute in creation order; this endpoint lets you reassign that sequence. Returns: id, execution_order. Required: module.
- **zoho_crm_automation_workflow_rules_usage** — Retrieve the usage report of a specific Zoho CRM workflow rule, showing how many times it was triggered and the success or failure metrics for each associated action within an optional date range. Returns: triggered_count, actions. Required: workflow_rule_id.
- **list_all_zoho_crm_settings_variables** — List all settings variables in Zoho CRM. Returns: id, name, type, value, variable_group, api_name.
- **get_single_zoho_crm_settings_variable_by_id** — Get a single Zoho CRM settings variable by id. Returns: id, name, type, value, description, variable_group, api_name. Required: id.
- **create_a_zoho_crm_settings_variable** — Create one or more Zoho CRM settings variables in a batch. Returns: code, status, message, details (including the id of each created variable) per item. Required: variables.
- **update_a_zoho_crm_settings_variable_by_id** — Update a single Zoho CRM settings variable by id. Returns: code, status, message, details for the updated variable. Required: id, variables.
- **zoho_crm_settings_variables_bulk_update** — Update multiple Zoho CRM settings variables in a single batch request. Returns: code, status, message, details per updated variable. Required: variables.
- **delete_a_zoho_crm_settings_variable_by_id** — Delete a specific zohocrm settings variable by id. Returns the deletion result including code, details, message, and status. Required: id.
- **zoho_crm_settings_variables_bulk_delete** — Delete multiple zohocrm settings variables in bulk. Returns per-variable results including code, details, message, and status via a 207 Multi-Status response. At least one of ids or rids must be provided.
- **list_all_zoho_crm_settings_wizards** — List all wizards configured in a zohocrm account with their basic details. Returns: id, name, display_label, active, module, created_time, modified_time, created_by, modified_by, profiles, portal_user_types, and containers. Optionally filter results by providing a module API name.
- **list_all_zoho_crm_workflow_configurations** — List workflow configuration metadata for a zohocrm module. Returns the available triggers for the module, the actions supported for each trigger, and their limits and properties. Required: module.
- **list_all_zoho_crm_zia_data_enrichments** — List Zia data enrichment configurations in zohocrm. Returns each configuration's id, type, module, status, input_data_field_mapping, created_time, created_by, modified_time, and modified_by.

## How it works

1. **Link your customer's Zoho CRM account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app.
2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request.
3. **Call Truto's API to reach Zoho CRM.** The Proxy API is a 1-to-1 mapping of the Zoho CRM API.
4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field.

## Use cases

- **Sync leads and contacts bi-directionally with Zoho CRM** — SaaS companies offering lead generation, marketing automation, or data enrichment tools need to keep their product's contact database in lockstep with their customers' Zoho CRM. Truto's Unified CRM API handles the sync for Leads, Contacts, and Accounts without building against Zoho's API directly.
- **Log external engagement data into Zoho CRM automatically** — Sales dialers, email outreach platforms, and messaging tools need to push call logs, email opens, and meeting notes back into Zoho so reps have full context without switching apps. The Engagements and Notes resources in Truto's Unified CRM API make this straightforward.
- **Automate deal stage progression from external triggers** — Proposal tools, billing platforms, and contract management SaaS products need to move Zoho Deals forward — for example, updating an Opportunity to 'Closed Won' when a contract is signed — so the sales pipeline stays accurate without manual intervention.
- **Enrich and score CRM records with product or third-party data** — PLG and customer success platforms pull Contacts and Leads from Zoho, compute health scores or PQL scores, and write those values back into custom fields. This gives sales teams actionable signals inside the CRM they already use.
- **Route and assign tasks to the right Zoho CRM user** — Workflow automation and customer success tools need to create follow-up Tasks in Zoho assigned to the correct owner based on territory, role, or round-robin logic. Truto's Users and Roles resources enable accurate ownership resolution before task creation.

## What you can build

- **Real-time caller ID with CRM context** — Use the Unified Search API to look up an incoming phone number or email, instantly surface the matching Contact or Lead record, and display deal history and notes to agents before they pick up.
- **One-click proposal generation from CRM data** — Pull Account details, Opportunity line items, and deal amounts from Zoho CRM via the Unified CRM API to auto-populate proposals and contracts inside your product.
- **Custom field mapping UI for end users** — Fetch available Fields from Zoho CRM dynamically so your customers can map your product's data model to their heavily customized Zoho modules — no hardcoding required.
- **Automated churn-risk task creation** — When your product detects a churn signal, resolve the Account Owner via the Users resource and create a check-in Task in Zoho CRM assigned to that rep automatically.
- **Bi-directional lead sync with source tracking** — Upsert Leads captured in your product into Zoho CRM with Lead Source tags, and pull updates back so both systems stay in sync without duplicate records.
- **Engagement timeline embedded in your product** — Read Engagements, Notes, and Tasks associated with a Contact or Opportunity from Zoho CRM and render a unified activity timeline inside your own UI.

## FAQs

### What authentication method does Zoho CRM use, and does Truto handle it?

Zoho CRM uses OAuth 2.0 with short-lived access tokens and refresh tokens. Truto manages the full OAuth flow — including token refresh and multi-datacenter support (zoho.com, zoho.eu, zoho.in, etc.) — so your team never deals with auth plumbing.

### Can I read and write custom fields in Zoho CRM through Truto?

Yes. The Unified CRM API exposes a Fields resource that lets you dynamically discover all standard and custom fields on modules like Leads, Contacts, and Opportunities. You can then read and write those fields when creating or updating records.

### How does Truto handle Zoho CRM's API rate limits?

Zoho CRM enforces per-minute and daily API call limits that vary by plan. Truto manages pagination, request batching, and retry logic with appropriate backoff so your integration stays within limits without manual throttling on your side.

### Which Zoho CRM objects are available through Truto's Unified CRM API?

The Unified CRM API covers Accounts, Contacts, Leads, Opportunities (Deals), Engagements, Engagement Types, Notes, Tasks, Users, and Fields. A Unified User Directory API (Me, Roles, Users) and Unified Search API are also available.

### What if I need a Zoho CRM endpoint that isn't covered by the Unified API?

Truto builds additional tools and proxy endpoints on request. If you need access to a Zoho CRM capability not yet covered — such as Blueprints, custom modules, or specific automation triggers — the Truto team can scope and deliver it.

### Does Truto support Zoho CRM's multi-datacenter architecture?

Yes. Zoho CRM hosts data across multiple regional datacenters (US, EU, IN, AU, JP, etc.). Truto detects and routes API calls to the correct datacenter for each connected account, so your integration works globally without extra configuration.
