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Zoho CRM

Leads, contacts, deals and pipeline stages.

What it does

Reads and writes Zoho CRM records. Zoho is common among Nigerian SMEs because of its price, and this connects an agent to it.

What you need

An account with Zoho CRM that you are entitled to authorise, and a moment in a browser. You do not need an API key: connecting sends you to Zoho CRM's own sign-in and consent screen, and what comes back is an authorisation rather than a password. RAiN never sees your password, and the authorisation is held by our integration provider on our instructions — see the Integrations & Connected Accounts notice for what that means.

Connecting it

Connections belong to one project. A system built for one client never acts on another client's account, and a package handed to a business runs on theirs — so the same integration is connected again, separately, for each project that needs it.

  1. Open the project and stay on the Visual Editor tab.
  2. Open the Tools & Integrations rail on the right.
  3. Find Zoho CRM and press Connect.
  4. Authorise in the window that opens, then come back. The rail will show it as connected.

The consent link is good for about twenty minutes. If you leave it and come back tomorrow, press Connect again rather than reusing the old tab.

To stop it, press Disconnect. That ends this project's access immediately. You can also revoke it from Zoho CRM's own security settings, which works even if you never open RAiN again.

What an agent can do with it

45 actions are available once connected, 2 of which delete things and are marked where they appear. They appear in the tool list for this project only — a project that has not connected Zoho CRM is never offered them.

Action What it does
zoho_crm_create_contact Create Contact in Zoho CRM
zoho_crm_create_deal Create Deal in Zoho CRM
zoho_crm_create_email_draft Create Email Draft in Zoho CRM
zoho_crm_create_lead Create Lead in Zoho CRM
zoho_crm_create_note Create Note in Zoho CRM
zoho_crm_create_event Create Zoho Event
zoho_crm_delete_account Delete Zoho Account ⚠️ deletes things
zoho_crm_delete_contact Delete Zoho CRM Contact ⚠️ deletes things
zoho_crm_get_from_addresses Get From Addresses
zoho_crm_get_account Get Zoho CRM Account
zoho_crm_get_contact Get Zoho CRM Contact
zoho_crm_get_note Get Zoho CRM Note
zoho_crm_get_record_emails Get Zoho CRM Record Emails
zoho_crm_get_related_lists Get Zoho CRM Related Lists Metadata
… and 31 more, all listed in the rail

Tick the ones an agent may use, or choose one in an Action step to run it exactly as written with no model involved.

A worked example

A distributor's agent updates the deal stage when payment is verified in Paystack, so the pipeline reflects money received rather than promises made.

When it goes wrong

Zoho's regions differ. An account on zoho.com and one on zoho.eu are different hosts. Connect the account you actually use.

See also