Zoho CRM

Retrieve a paginated list of all lead records from Zoho CRM with comprehensive filtering and sorting capabilities. Retur…

Retrieve complete details of a specific lead record by its unique ID. Returns all lead information including contact det…

Create new lead records in Zoho CRM for capturing potential sales opportunities from various sources. Supports comprehen…

Update an existing lead record in Zoho CRM by modifying lead details such as contact information, company, status, sourc…

Permanently delete lead records from Zoho CRM by providing one or more lead IDs. Removes all lead information including…

Search for lead records using flexible criteria including email, phone, custom field values, or keyword matching across…

Convert a qualified lead into a Contact, Account, and optionally a Deal record in a single operation. Automatically tran…

Retrieve a paginated list of all contact records from Zoho CRM with comprehensive filtering capabilities. Returns detail…

Retrieve complete details of a specific contact record by its unique ID. Returns all contact information including names…

Create new contact records in Zoho CRM for capturing customer and prospect contact information. Supports comprehensive c…

Update an existing contact record in Zoho CRM by modifying contact details such as names, email, phone, mobile, account…

Permanently delete contact records from Zoho CRM by providing one or more contact IDs. Removes all contact information i…

Search for contact records using flexible criteria including email, phone, or custom field values with support for compl…

Retrieve a paginated list of all account (company) records from Zoho CRM with comprehensive filtering capabilities. Retu…

Retrieve complete details of a specific account (company) record by its unique ID. Returns all account information inclu…

Create new account (company) records in Zoho CRM for capturing customer and prospect company information. Supports compr…

Update an existing account (company) record in Zoho CRM by modifying account details such as company name, phone, websit…

Permanently delete account (company) records from Zoho CRM by providing one or more account IDs. Removes all account inf…

Retrieve a paginated list of all deal records from Zoho CRM with comprehensive filtering capabilities. Returns detailed…

Retrieve complete details of a specific deal record by its unique ID. Returns all deal information including deal name,…

Create new deal records in Zoho CRM for capturing sales opportunities throughout the pipeline. Supports comprehensive de…

Update an existing deal record in Zoho CRM by modifying deal details such as stage, amount, closing date, account and co…

Permanently delete deal records from Zoho CRM by providing one or more deal IDs. Removes all deal information including…

Retrieve a paginated list of all product records from Zoho CRM. Returns comprehensive product catalog information includ…

Retrieve complete details of a specific product record by its unique ID. Returns all product information including name,…

Create new product records in Zoho CRM for adding items to your product catalog. Supports comprehensive product data inc…

Update an existing product record in Zoho CRM by modifying product details such as name, code/SKU, category, pricing, st…

Permanently delete product records from Zoho CRM by providing one or more product IDs. Removes all product information i…

Retrieve paginated list of tasks from Zoho CRM with customizable field selection, filtering by due dates, status, priori…

Retrieve complete details of a specific task by its unique ID, including subject, description, due date, status, priorit…

Create one or more tasks with detailed configuration including subject, due date, status, priority, assignee (Who_Id for…

Update existing task details including subject, due date, status, priority, assignee, related records, description, and…

Delete a task by moving it to the Recycle Bin where it can be restored within 60 days before permanent deletion. Removes…

Retrieve paginated list of events/meetings from Zoho CRM with customizable field selection, including event title, start…

Retrieve complete details of a specific event/meeting by its unique ID, including event title, start/end datetime (ISO86…

Create one or more events/meetings with comprehensive configuration including event title, start/end datetime (ISO8601),…

Update existing event/meeting details including title, start/end datetime, participants, venue, description, reminders,…

Delete an event/meeting by moving it to the Recycle Bin where it can be restored within 60 days before permanent deletio…

Retrieve a paginated list of all call records from Zoho CRM. Returns comprehensive call details including subject, type…

Retrieve complete details of a specific call record by its unique ID. Returns all call information including subject, ca…

Create new call records in Zoho CRM for logging completed calls or scheduling future calls. Supports both inbound and ou…

Update an existing call record in Zoho CRM by modifying call details such as subject, call type, start time, duration, p…

Permanently delete call records from Zoho CRM by providing one or more call IDs. Removes all call information including…

Retrieve paginated list of marketing campaigns from Zoho CRM with customizable field selection, including campaign name,…

Retrieve complete details of a specific marketing campaign by its unique ID, including campaign name, type, status, star…

Create one or more marketing campaigns with comprehensive configuration including campaign name, type, status, start/end…

Update existing campaign details including name, status, dates, expected revenue, actual cost, budget adjustments, and c…

Delete a marketing campaign by moving it to the Recycle Bin where it can be restored within 60 days before permanent del…

Retrieve paginated list of support cases/tickets from Zoho CRM with customizable field selection, including subject, sta…

Retrieve complete details of a specific support case/ticket by its unique ID, including subject, description, status, pr…

Create one or more support cases/tickets with detailed configuration including subject, status, case origin, priority, t…

Update existing case/ticket details including status, priority, assignment, resolution notes, escalation level, and cust…

Delete a support case/ticket by moving it to the Recycle Bin where it can be restored within 60 days before permanent de…

Retrieve a paginated list of vendor records from Zoho CRM. Returns comprehensive supplier information including vendor n…

Retrieve complete details of a specific vendor record by its unique ID. Returns all supplier information including vendo…

Create new vendor records in Zoho CRM for managing supplier relationships. Supports comprehensive vendor data including…

Update an existing vendor record in Zoho CRM by modifying supplier details such as contact information, email, phone, we…

Permanently delete vendor records from Zoho CRM by providing one or more vendor IDs. Removes all supplier information in…

Retrieve a paginated list of all quote records from Zoho CRM. Returns comprehensive quote information including subject,…

Retrieve complete details of a specific quote record by its unique ID. Returns all quote information including subject,…

Create new quote records in Zoho CRM for proposing products and services to customers. Supports comprehensive quote data…

Update an existing quote record in Zoho CRM by modifying quote details such as subject, stage, status, product line item…

Permanently delete quote records from Zoho CRM by providing one or more quote IDs. Removes all quote information includi…

Retrieve a paginated list of all sales order records from Zoho CRM. Returns comprehensive order information including su…

Retrieve complete details of a specific sales order record by its unique ID. Returns all order information including sub…

Create new sales order records in Zoho CRM for confirming customer purchases and initiating fulfillment processes. Suppo…

Update an existing sales order record in Zoho CRM by modifying order details such as subject, status, product line items…

Permanently delete sales order records from Zoho CRM by providing one or more order IDs. Removes all order information i…

Retrieve a paginated list of all purchase order records from Zoho CRM. Returns comprehensive procurement information inc…

Retrieve complete details of a specific purchase order record by its unique ID. Returns all PO information including sub…

Create new purchase order records in Zoho CRM for formalizing procurement from vendors. Supports comprehensive PO data i…

Update an existing purchase order record in Zoho CRM by modifying PO details such as subject, status, vendor information…

Permanently delete purchase order records from Zoho CRM by providing one or more PO IDs. Removes all purchase order info…

Retrieve a paginated list of invoice records from Zoho CRM. Returns comprehensive billing information including invoice…

Retrieve complete details of a specific invoice record by its unique ID. Returns all billing information including invoi…

Create new invoice records in Zoho CRM for billing customers. Supports comprehensive billing data including invoice numb…

Update an existing invoice record in Zoho CRM by modifying billing details such as payment status, due dates, line items…

Permanently delete invoice records from Zoho CRM by providing one or more invoice IDs. Removes all billing information i…

Retrieve paginated list of solution articles from Zoho CRM knowledge base with customizable field selection, including s…

Retrieve complete details of a specific solution article by its unique ID, including solution title, full question text,…

Create one or more knowledge base solution articles with comprehensive configuration including solution title, question,…

Update existing solution article content including title, question, answer, status, published flag, product associations…

Delete a solution article by moving it to the Recycle Bin where it can be restored within 60 days before permanent delet…

Retrieve a paginated list of pricebook records from Zoho CRM. Returns comprehensive pricing information including priceb…

Retrieve complete details of a specific pricebook record by its unique ID. Returns all pricing information including pri…

Create new pricebook records in Zoho CRM for managing pricing strategies. Supports comprehensive pricing configuration i…

Update an existing pricebook record in Zoho CRM by modifying pricing strategies such as tier definitions, discount perce…

Permanently delete pricebook records from Zoho CRM by providing one or more pricebook IDs. Removes all pricing informati…

Retrieve paginated list of notes/comments attached to a specific record in any module (Leads, Contacts, Accounts, Deals,…

Retrieve notes across all modules by their unique note IDs (cross-module lookup). Use this when you have note IDs but do…

Create one or more notes/comments for a specific record in any module with rich text support, attachments, and creator a…

Update existing note content, title, or attachments for a specific record’s note. Supports partial updates (only specifi…

Delete a note from a record by moving it to the Recycle Bin where it can be restored within 60 days before permanent del…

Retrieve a paginated list of all file attachments associated with a specific CRM record across any module. Returns compr…

Upload and attach a file to any CRM record across all modules, enabling seamless document association with leads, contac…

Download a specific file attachment by its unique identifier from any CRM record. Returns the raw file content with appr…

Permanently remove a specific file attachment from a CRM record by its unique identifier. Essential for data hygiene, co…

Retrieve all tags (labels) configured in Zoho CRM globally or for a specific module, including tag names, colors, usage…

Retrieve all tags currently assigned to a specific record, including tag names, IDs, colors, and assignment metadata. Es…

Assign one or more tags to a specific record for flexible categorization, visual identification, and custom filtering. T…

Delete the tags associated with a specific record. Remove one or more tags from a record while preserving other tags and…

This permanently removes the tag definition from the system and removes it from all records that have this tag. Use with…

Assign the same tag(s) to multiple records simultaneously, significantly improving efficiency for bulk categorization op…

Intelligently create new records or update existing ones in a single operation based on configurable duplicate check fie…

Retrieve a list of records that have been deleted from a module within a specified time range, including records in recy…

Retrieve the total number of records in a module with optional filter criteria, providing fast count operations without…

Delete multiple records simultaneously by providing an array of record IDs, significantly improving efficiency for bulk…

Update multiple records simultaneously based on custom view filters or specific record IDs, applying the same field valu…

Delete large numbers of records simultaneously based on custom view filters or specific record IDs, moving them to recyc…

Retrieve comprehensive list of all modules in Zoho CRM including standard modules (Leads, Contacts, Deals, etc.) and cus…

Retrieve comprehensive metadata for a specific module including field definitions, picklist values, lookup configuration…

Retrieve detailed field metadata for a specific module including field API names, data types, display labels, picklist v…

Retrieve comprehensive list of users in Zoho CRM with detailed information including names, emails, roles, profiles, sta…

Retrieve complete details of a specific user including personal information, role and profile assignments, territory mem…

Retrieve all page layouts configured for a specific module, including field arrangements, sections, profiles assigned, a…

Retrieve all custom views (filtered, sorted list views) configured for a specific module, including system default views…

Retrieve complete details of a specific custom view including comprehensive filter criteria, sort configuration, display…

Retrieve all organizational roles configured in Zoho CRM including role hierarchy, reporting relationships, and permissi…

Retrieve detailed information about a specific role including its position in organizational hierarchy, reporting relati…

Retrieve all permission profiles configured in Zoho CRM defining module access, field permissions, custom view visibilit…

Retrieve comprehensive permission details for a specific profile including module-level permissions (create, read, updat…

Retrieve all sales territories configured in Zoho CRM including territory hierarchy, geographical definitions, and assig…

Retrieve comprehensive blueprint process details for a specific record including current state, available transitions, r…

Retrieve all active notification watch configurations (instant webhooks) set up for the Zoho CRM organization, including…

Retrieve comprehensive organization-level configuration and metadata including company name, industry, employee count, t…

Retrieve all currencies configured in the Zoho CRM organization including base currency, active currencies, exchange rat…

Update the exchange rate for a specific currency relative to the organization’s base currency, ensuring accurate multi-c…