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Zoho integration

Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations

Connect Zoho to Xenition and work with it from chat, from an agent, or on a schedule — alongside every other app you have connected, in one workspace.

What you can do with Zoho

Ask in plain language and Xenition calls the right one:

• Convert Zoho CRM Lead — Converts a lead into a contact, account, and optionally a deal in Zoho CRM.
• Create Contact in Zoho CRM — Creates a new contact record in Zoho CRM. Use this action when you need to add a new contact to the CRM system. The Last_Name field is mandatory and must be provided with a non-empty value.
• Create Deal in Zoho CRM — Creates a new deal in Zoho CRM representing a sales opportunity with deal name, stage, amount, and closing date. Use this action when you need to create a sales deal or opportunity in Zoho CRM. Required fields are Deal_Name and Stage; all other fields are optional. The deal will be assigned to the authenticated user unless an Owner is explicitly specified.
• Create Email Draft in Zoho CRM — Creates email drafts for a specific record in Zoho CRM. Email drafts are saved but not sent, allowing for review and editing before sending. Use this action when you need to prepare email communications associated with CRM records (Leads, Contacts, Deals, etc.) that will be reviewed and sent later. The draft will be visible in the record's timeline and can be edited or sent through the Zoho CRM in
• Create Zoho Event — Creates a new Event record in Zoho CRM. Events represent scheduled activities like meetings, calls, or appointments. Use this action when you need to schedule a new event or meeting in the CRM system. All events require an event title, start time, and end time at minimum.
• Create Lead in Zoho CRM — Creates a new lead record in Zoho CRM with the specified details. The only mandatory field is Last_Name - all other fields are optional. Use this action when you need to add a new lead to Zoho CRM, typically after capturing lead information from a web form, email, or other lead generation source. The action returns the newly created lead ID and metadata including creation timestamps and user infor
• Create Note in Zoho CRM — Creates a new note attached to a specific record in Zoho CRM. Notes are text annotations that can be added to any standard or custom module record. Use this action when you need to add notes, comments, or text-based documentation to a record in Zoho CRM. The note will be visible in the record's Notes related list.
• Create Zoho CRM Record — Creates new records in a specified module in Zoho CRM. Bulk operations may partially succeed — inspect each item's status field in the response, as some records may be created while others fail.
• Create Zoho CRM Tag — Creates a new tag in Zoho CRM for a specific module. Tags help organize and categorize CRM records. Each module can have up to 100 tags, and each record can have up to 10 tags assigned. Tags must have unique names within a module and can be assigned custom colors from a predefined palette. Creating a tag does not apply it to any records; use separate update actions to assign the tag to records. Us
• Delete Zoho Account — Deletes an existing account record from Zoho CRM. This action permanently removes the account and cannot be undone through the API. Use this action when you need to remove an account record that is no longer needed or was created in error. This action is irreversible — the account cannot be recovered once deleted.
• Delete Zoho CRM Contact — Deletes a contact from Zoho CRM. This action is irreversible — the contact cannot be recovered once deleted. Use this action when you need to permanently remove a contact record from the CRM. All associated subforms and related data are automatically deleted.
• Delete Zoho CRM Deal — Deletes a deal record from Zoho CRM. This action is irreversible — once deleted, the deal cannot be recovered. Use this action when you need to permanently remove a deal from the CRM system. The deal will be moved to the recycle bin initially and can be restored from there within the configured retention period (typically 60 days), after which permanent deletion occurs automatically.
• Get Zoho CRM Account — Retrieves a specific Account record from Zoho CRM by its unique identifier. Returns complete account details including all standard and custom fields. Use this action when you need to fetch a single account's information by its ID rather than searching or listing multiple accounts. Unlike bulk record retrieval, this action provides access to subform records, multi-select lookup fields, and multi-u
• Get Call — Retrieves a specific Call record by its unique identifier from Zoho CRM. Use this action when you need to fetch detailed information about a particular call, including its subject, duration, type, participants, outcome, and associated contacts or deals. This action is read-only and does not modify any data.
• Get Zoho CRM Contact — Retrieves a single contact record by ID from Zoho CRM. Returns the complete contact details including owner information, account associations, address fields, and all custom fields. Use this action when you need to fetch detailed information about a specific contact using its record ID.
• Get Email Drafts for Zoho CRM Record — Retrieves email drafts associated with a specific record in Zoho CRM. Use this action when you need to view unsent email drafts that have been composed for a CRM record. This returns draft metadata including recipients, subject, content, attachments, and scheduling details.
• Get Zoho Event — Retrieves a specific event record from Zoho CRM by its unique identifier. Returns complete event details including all standard and custom fields. Use this action when you need to fetch detailed information about a specific event/meeting, including participants, location, timing, and related records. The response includes subform data and multi-select lookup values that are not available in list q
• Get From Addresses — Retrieves the list of from addresses configured for email operations in Zoho CRM. Use this action when you need to get available email addresses for sending emails or configuring email settings. Returns organization, user, alias, and chat email addresses configured in the CRM.
• Get Zoho CRM Module Fields Metadata — Retrieves field metadata for a Zoho CRM module including API names, data types, permissions, and configuration details. Use this tool to discover correct field names and types before creating or updating records, avoiding INVALID_DATA errors. Returns information about standard fields, custom fields, lookup fields, picklist options, and field-level permissions.
• Get Zoho CRM Note — Retrieves a single note by its unique identifier from Zoho CRM. Returns the note's title, content, parent record reference, owner details, and timestamps. Use this action when you need to fetch detailed information about a specific note, such as reading meeting notes, viewing customer interaction summaries, or accessing documentation attached to a CRM record.
• Get Zoho CRM Record Emails — Retrieves all emails associated with a specific record in Zoho CRM. Use this action when you need to fetch email history for a lead, contact, account, deal, or other CRM record. The response includes email metadata such as subject, sender, recipients, timestamps, and status information. Supports pagination for records with large email volumes.
• Get Zoho CRM Related Lists Metadata — Retrieves related list metadata for a Zoho CRM module to discover correct api_name values. Use this before updating related records to avoid INVALID_DATA errors from incorrect related_list_api_name. Returns api_name, display_label, href, and other details for each related list available in the module.
• Get Zoho CRM Related Records — Fetch related-list records (e.g., Notes, Attachments, Emails) for a Zoho CRM parent record using related_list_api_name. Use ZOHO_GET_RELATED_LISTS first to discover the correct api_name for the related list you want to access. Supports pagination for large result sets (up to 2,000 records with page/per_page, unlimited with page_token).
• Get Zoho CRM Task — Retrieves a specific task record by its ID from Zoho CRM. Returns complete task data including all standard and custom fields, subforms, and multi-user lookup fields that are only available when fetching individual records. Use this action when you need to fetch detailed information about a single task using its unique record ID.
• Get Zoho CRM User — Retrieves a specific user from Zoho CRM by their user ID. Returns detailed user information including name, email, role, profile, status, and preferences. Use this action when you need to fetch information about a specific user by ID, or use 'me' as the user_id to get the currently authenticated user's details.
• Get Zoho CRM Records — Retrieves records from a specified module in Zoho CRM. Notes: - Discrete (page/per_page) pagination is limited to the first 2,000 records. To retrieve records beyond this, use token-based pagination via page_token from the previous response's info.next_page_token. - Do not use page together with page_token. - You cannot use cvid together with sort_by.
• Get Zoho CRM Users — Tool to retrieve users from Zoho CRM. Use when you need to fetch user information such as IDs, names, emails, roles, or status for setting Owner fields or performing user-related operations in CRM workflows.
• List Zoho CRM Accounts — Retrieves a list of account records from Zoho CRM with pagination and filtering support. Use this action when you need to fetch multiple account records from the Accounts module, optionally filtered by territory, approval status, or custom views. Supports both discrete pagination (first 2,000 records) and token-based pagination for larger datasets.
• List Zoho CRM Calls — Retrieves Call activity records from Zoho CRM with pagination support. Use this action when you need to list calls logged in the CRM, filter by custom views, or retrieve specific Call records by ID. Call records represent phone call activities associated with Contacts, Leads, or other CRM records.
• List Contacts — Retrieves contact records from Zoho CRM with support for pagination, filtering, and sorting. Use this action when you need to fetch a list of contacts from Zoho CRM. This is a specialized action focused on the Contacts module with contact-specific field defaults and optimizations. For retrieving records from other modules, use the generic get_records action instead.

…and 20 more Zoho actions available in the workspace.

Give an agent access to Zoho

An agent you create can use Zoho on your behalf and keep working while you do something else. Every action an agent takes goes through an approval gate first, so nothing touches your Zoho account without you agreeing to it.

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Frequently asked questions

How do I connect Zoho to Xenition?

Open the connectors directory in Xenition, find Zoho, and sign in when the authorisation window opens. The connection is managed for you — there is no API key to create, paste or rotate.

What can Xenition do with Zoho?

Xenition can run 50 different Zoho actions, including Convert Zoho CRM Lead, Create Contact in Zoho CRM, Create Deal in Zoho CRM. You ask in plain language and the right one is called for you.

Can an agent use Zoho on my behalf?

Yes. Agents can use Zoho while you do something else, and every action passes through an approval gate before it runs.

Is there a free plan?

Yes. Xenition starts free with 25,000 credits a month and no credit card, and all connectors are available on every plan.