Zoho CRM integration

What the Zoho CRM package does

Manage leads, contacts, deals, and other records in Zoho CRM

Zoho CRM integration for managing records (Leads, Contacts, Accounts, Deals, and custom modules) and attachments. Supports Create, Update, Upsert, Get, Delete, List, and Search on records, plus Add and Download for attachments. Uses OAuth2 with a browser-based Connect flow; credentials are shared across nodes via the Connect client ID, with region selection (US, EU, IN, AU, JP, CA).

Namespace

Robomotion.ZohoCRM

Latest version

1.0.2 (2 versions published)

Written in

Go

Categories

CRMSales & Marketing

Zoho CRM nodes (11)

These are the node IDs an agentic flow or an RPA bot uses, exactly as they appear in the Flow Designer and in flow code. An agent tool node can also be called by an AI agent on its own.

Platforms

The Zoho CRM package runs on Windows, macOS and Linux robots. Any Robomotion robot on these operating systems can run a flow that uses it.

How to install the Zoho CRM package

1. Open Packages in the Robomotion Flow Designer.
2. Search for Zoho CRM or Robomotion.ZohoCRM, then click Install on its card.
3. The Zoho CRM nodes appear in the node palette for everyone in the workspace, because installation is per workspace.

From a terminal, the Robomotion CLI installs the same package:

robomotion install Robomotion.ZohoCRM

Templates that use Zoho CRM

2 ready-made templates use Zoho CRM nodes in their flows. Open one to start from a working flow.

• Zoho CRM Lead Business Data

  Every 15 minutes, takes the leads Zoho CRM has touched most recently, turns each website into a bare domain, looks the company up in the Google Business listings database, and writes the name, description, categories, address, rating and price level back onto the Zoho CRM record.

• Zoho CRM Lead Traffic Stats

  Every 15 minutes, takes the leads Zoho CRM has touched most recently, turns each website into a bare domain, estimates how much organic search traffic that domain gets, and writes the numbers back onto the Zoho CRM record.

Related integrations

Packages that share a category or keywords with Zoho CRM. It is filed under CRM and Sales & Marketing.

• HubSpotConnect to HubSpot CRM and manage contacts, companies, deals, and tickets
• ApolloConnect to Apollo.io to search, enrich, and manage contacts, accounts, organizations, and deals
• GoHighLevelConnect to GoHighLevel CRM to manage contacts, opportunities, and tasks
• SalesforceConnect to Salesforce CRM to create, read, update, delete records, run SOQL queries and SOSL searches across any sObject (Account, Contact, Lead, Opportunity, Case, custom objects, etc.)
• MauticConnect to Mautic marketing automation platform to manage contacts, companies, segments, and campaigns
• OdooConnect to Odoo ERP and manage contacts, sales orders, invoices, products, leads, and any model via XML-RPC