# Zoho AI integration on Definable > Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations ## What this connects Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations Vendor: https://www.zoho.com ## Tools available **14** tools available. First 12: - `ZOHO_CONVERT_ZOHO_LEAD` — Convert Zoho CRM Lead — Converts a lead into a contact, account, and optionally a deal in Zoho CRM. - `ZOHO_CREATE_ZOHO_RECORD` — 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. - `ZOHO_CREATE_ZOHO_TAG` — 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. Use this action to create standardized tags for lead scoring, deal stages, customer segments, or any custom categorization needs in your CRM workflow. - `ZOHO_GET_MODULE_FIELDS` — 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. - `ZOHO_GET_RELATED_LISTS` — 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. - `ZOHO_GET_RELATED_RECORDS` — 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). - `ZOHO_GET_ZOHO_RECORDS` — 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. - `ZOHO_GET_ZOHO_USERS` — 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. - `ZOHO_LIST_MODULES` — List Zoho CRM Modules — Lists all available Zoho CRM modules (standard + custom) to reliably select module API names/IDs for operations. Use this tool before calling other module-specific operations to ensure correct module_api_name selection and avoid INVALID_MODULE errors. Particularly useful for discovering custom modules and their exact API names. - `ZOHO_LIST_RECORD_ATTACHMENTS` — List Attachments for Zoho CRM Record — Tool to list attachment metadata (id, File_Name, Size, Created_Time, etc.) for a specific Zoho CRM record. Use when you need to identify attachments before downloading them via other means. This returns metadata only, not the actual file content. - `ZOHO_SEARCH_ZOHO_RECORDS` — Search Zoho CRM Records — Search for records within a Zoho CRM module using server-side queries. Use when you need to find specific records by criteria, email, phone, or keyword instead of listing all records. This avoids pagination limits and performs efficient server-side filtering. - `ZOHO_UPDATE_RELATED_RECORDS` — Update Related Records in Zoho CRM — Associates or updates relationships between records across different modules in Zoho CRM. This action creates or modifies relationships between a parent record and related records. Common use cases: - Associate Leads/Contacts with Campaigns (with member status) - Link Products to Deals/Quotes/Accounts - Connect Contacts to Accounts - Associate Services with Appointments Use ZOHO_GET_RELATED_LISTS to discover valid related_list_api_name values for your module. Maximum 100 related records can be updated per API call. If module_api_name, record_id, related_list_api_name, or child record IDs in data do not match Zoho CRM's related-list configuration exactly, associations may silently succeed (no error returned) but the relationship will not be created. ## Auth Auth schemes: `OAUTH2`. Managed by Definable: `OAUTH2` — no client credentials required from the user. ## How agents use Zoho Inside a Definable workflow, Zoho is one of the tools the **Distributor specialist** can call. Example coordination patterns: - **Researcher → Zoho** — the Researcher (GPT-5.5) pulls context from Zoho (records, threads, documents), synthesises findings, and briefs the rest of the team. - **Writer → Distributor → Zoho** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Zoho (create record, post message, draft email). - **Designer / Engineer → Distributor → Zoho** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Zoho (attach file, open PR comment, post status). The Verifier checks every Zoho call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention. ## Categories - crm — https://definable.ai/apps/category/crm/ - marketing automation — https://definable.ai/apps/category/marketing-automation/ ## Related - HTML page: https://definable.ai/apps/zoho/ - Same category (crm): https://definable.ai/apps/category/crm/ - All integrations: https://definable.ai/apps/ - Workflow (multi-agent loop): https://definable.ai/workflow/ - Apps llms.txt index: https://definable.ai/llms-apps.txt