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:

Add Tags to Zoho CRM Records — Apply one or more existing tags to up to 500 records in a Zoho CRM module.
Associate Email with Zoho CRM Record — Add an existing sent or received email to a Zoho CRM record's history.
Convert Zoho CRM Lead — Converts a lead into a contact, account, and optionally a deal in Zoho CRM.
Count Zoho CRM Records — Count all records or records matching one filter in a Zoho CRM module.
Create Zoho CRM Automation Task — Create an automation task with typed static, merge, date, or datetime mappings.
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 Zoho CRM Custom Fields — Create one to five custom fields in a Zoho CRM module.
Create Zoho CRM Custom View — Create one custom view for a Zoho CRM module.
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.
Delete Zoho CRM Email Draft — Delete one unsent email draft associated with a Zoho CRM record.
Delete Zoho CRM Event — Move one Zoho CRM Event record to the recycle bin. Omitting wf_trigger uses Zoho's default of true, so workflows and notifications can run.
Delete Zoho CRM Lead — Move one Zoho CRM Lead record to the recycle bin.
Delete Zoho CRM Note — Move one Zoho CRM note to the recycle bin.
Delete Zoho CRM Records — Move up to 100 records from a Zoho CRM module to the recycle bin.
Delete Zoho CRM Tag — Delete one Zoho CRM tag definition by its tag ID.
Download Zoho CRM Record Attachment — Download one attachment from a Zoho CRM record as a file.
Download Zoho CRM Record Photo — Download the binary profile photo attached to a supported CRM record.
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 Zoho CRM Assignment Rule — Retrieve one assignment rule and its module-specific configuration.
Get Zoho CRM Automation Task — Retrieve one configured Zoho CRM automation task and its field mappings.
Get Zoho CRM Blueprint — Retrieve one Zoho CRM blueprint and optional configuration details.

…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.

Other connectors

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 Add Tags to Zoho CRM Records, Associate Email with Zoho CRM Record, Convert Zoho CRM Lead. 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 and no credit card, and all connectors are available on every plan.