Zoho

14 tools available

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

crm marketing automation

Connect Zoho Visit Zoho ↗

Connect Zoho to Definable to enrich new leads, route deals by ICP, flag stalled opportunities. Personas call Zoho's 14 tools directly from chat or scheduled flows. Wire it to a sales persona to keep records clean, score in real-time, and surface what needs attention.

Common workflows with Zoho

Enrich every new lead

Webhook on lead create
Persona enriches with public sources
Writes back firmographic and technographic data

Auto-route hot deals

Score new opportunities by intent
Match to the closer with the right ICP
Notify both in Slack

Stall detection

Find deals with no activity in 14 days
Draft a re-engagement message per persona
Queue for sales rep approval

Zoho actions 14

Every Zoho action below is a callable tool any Definable persona can invoke.

Convert Zoho CRM Lead

Converts a lead into a contact, account, and optionally a deal in Zoho CRM.

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. Use this action to create standardized tags for lead scoring, deal stages, customer segments, or any custom categorization needs in your CRM workflow.

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 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 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 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.

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.

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.

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.

Update Zoho CRM Record

Updates existing records in a specified module in Zoho CRM. Supports updating up to 100 records per API call. Use field API names (not display names) for all field updates. The 'id' field is mandatory for each record.

Upload Attachment to Zoho CRM Record

Tool to upload a file or attach a URL as an Attachment to a specific Zoho CRM record. Use when you need to store files (PDFs, documents, images) or link external URLs in a record's Attachments section. Either upload a file via multipart/form-data or provide an attachmentUrl, but not both in a single request.

Frequently asked questions

What can I automate with Zoho on Definable?

Anything Zoho exposes through its API. Common crm workflows on Definable include enrich new leads, route deals by ICP, flag stalled opportunities. Personas can call any of the 14 Zoho tools directly, then chain the result into another integration without you writing code.

How does Zoho authentication work?

Zoho uses OAUTH2 on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the Zoho integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 14 Zoho tools. You only need a separate Zoho subscription if Zoho itself charges per seat or per API call.

Is using Zoho through Definable secure?

Every call from a persona to Zoho is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with Zoho on Definable?

Sign up for Definable, open the integrations page, find Zoho, and connect via OAuth or API key. You can immediately attach Zoho to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What Zoho actions does Definable expose?

Definable exposes all 14 Zoho actions as callable tools — including `Convert Zoho CRM Lead`, `Create Zoho CRM Record`, `Create Zoho CRM Tag`, plus 11 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

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