Zoho CRM Integration
Manage leads, contacts, deals, and custom modules
CRM 22 actions OAuth 2.0 (sign in to authorise)
Start automating Zoho CRM
Manage leads, contacts, deals, and custom modules
CRM 22 actions OAuth 2.0 (sign in to authorise)
Start automating Zoho CRMDrag any of these 22 actions into a process — no code, no API wrangling.
Link a related record in Zoho CRM.
Add tags to a Zoho CRM record.
Convert a Zoho CRM lead to contact/account/deal.
Add a note to a Zoho CRM record.
Create a new record in Zoho CRM.
Delete a record from Zoho CRM.
Download an attachment by ID from Zoho CRM.
Get a record by ID from Zoho CRM.
Get a Zoho CRM user by ID.
List attachments on a Zoho CRM record.
List fields for a Zoho CRM module.
List all available Zoho CRM modules.
List notes on a Zoho CRM record.
List records from any Zoho CRM module (Leads, Contacts, Accounts, Deals, etc.).
List related records in Zoho CRM (e.g. Contacts related to an Account).
List Zoho CRM users.
Mass update multiple Zoho CRM records at once.
Remove tags from a Zoho CRM record.
Search Zoho CRM records by criteria, email, phone, or word.
Update a record in Zoho CRM.
Upload an attachment to a Zoho CRM record.
Insert or update records in bulk in Zoho CRM (upsert).
Zoho CRM uses oAuth 2.0 (sign in to authorise). Save the connection once and reuse it across every process.
Drop Zoho CRM steps onto the process map alongside desktop, browser, Excel and email steps.
Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.
Because Zoho CRM has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.
We build one working Zoho CRM automation in your business inside a week, at a fixed price.
