Connect a flow to Zoho CRM and let it read and write records without leaving the conversation — a lead qualified over WhatsApp can become a real Zoho record before the chat even ends.
What it can do
- 14 standard modules — Leads, Contacts, Deals, Accounts, Tasks, Events, Calls, Cases, Solutions, Products, Vendors, Campaigns, Quotes, Invoices.
- Create, Update, or Upsert a record — upsert avoids duplicate leads when the same contact reaches out on more than one channel.
- Search by email, phone, or a custom criteria string — the usual way an agent finds "does this person already exist in Zoho."
- Get a record, add a note, and convert a Lead to a Deal/Contact/ Account in one step.
- Quotes and Invoices use Zoho's real nested line-item arrays
(
Quoted_Items,Invoiced_Items), not a flattened approximation. - Each module you select gets its own per-operation tool, so an agent only sees the actions relevant to what you connected.
Good to know
Tokens refresh automatically; retries and backoff on Zoho's rate limits are handled server-side, not something you configure per flow.