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Zoho CRM Tool

The Zoho CRM tool lets your flow read and write records in Zoho CRM — create a lead, update a contact, search for a deal by email, add a note, and more. It's the backbone of lead-capture and enrichment flows: when a customer shares their details, the agent can look them up and upsert them straight into your CRM.

Use it inside an Agent node (recommended — the agent picks the right operation per turn) or as a standalone Tool node for a single, fixed operation.

Adding it to a flow​

In the Tool node's tool picker, choose Zoho CRM, pick the connection, and select the modules and operations you want to expose.

Setup / credentials​

The tool acts on a Zoho org connection you authorize once.

  1. Connect your Zoho org to Flowera (via Integrations → Zoho CRM → Connect) and approve the OAuth consent screen.
  2. In the tool, open the Zoho Connection dropdown and pick that connection. One workspace can hold several connections — choose the org this flow should write to.
Tokens refresh automatically

Zoho access tokens are short-lived, but Flowera refreshes them for you and handles retries and error recovery server-side. You don't manage tokens by hand.

Inputs​

ParameterDescriptionRequired
Zoho ConnectionThe authorized Zoho org connection to use.Yes
ModulesWhich CRM modules to expose (Leads, Contacts, Deals, and more).Yes
OperationsWhich actions to expose on those modules.Yes
Custom ModulesAny tenant-specific custom modules discovered from your Zoho org.Optional

Modules include Leads, Contacts, Deals, Accounts, Tasks, Events, Calls, Cases, Solutions, Products, Vendors, Campaigns, Quotes, and Invoices.

Common operations

OperationWhat it does
Create RecordInsert a new record (no duplicate check).
Update RecordUpdate an existing record by id.
Upsert RecordInsert if new, update if it already exists — best for lead capture.
Search by EmailFind records by email (usually the first step in enrichment).
Search by PhoneFind records by phone number.
Search by CriteriaFind records with a Zoho criteria expression.
Add NoteAttach a note to an existing record.
Get RecordFetch one record by its exact id.
Convert LeadConvert a Lead into Account + Contact (+ optional Deal). Leads module only.
Run COQL QueryRead-only query across modules using Zoho's query language.
note

Additional operations are available for tags, attachments, schema discovery, and record deletion. Enable only the operations your flow actually needs so the agent has a focused, reliable tool list.

Outputs​

Each operation returns the Zoho result (created/updated record, search matches, and so on). It's a single-output tool — the flow continues to the next node. Save what you need in flow state.

Example​

Lead capture with upsert

  1. In an Agent node, add the Zoho CRM tool.
  2. Set Modules to Leads and Operations to Upsert Record.
  3. As the agent collects the customer's name, email, and phone, it calls the tool to upsert a Lead — creating a new one or updating the existing match.

Tips​

  • Prefer an Agent node for multiple operations. In a standalone Tool node, every enabled tool receives the same input, so mixing operations with different shapes (like Create + Search) fails. Give the agent the toolbox and let it pick one per turn — or add a separate Tool node per operation.
  • Upsert beats create for lead capture, because it avoids duplicate records.
  • Search before you write when you need the record id — a Search-by-Email step gives the agent the id it needs for an update.