Integration
CRM: leads, contacts, accounts, deals and activities. Your client signs in to Zoho once, and your agent or your code works with their access.
CRM and sales
Zoho CRM is Zoho's customer relationship management app, used by small and mid-sized businesses worldwide.
With your client's Zoho CRM connected, your agent can work with leads, contacts, accounts, deals and activities.
Zoho · CRM and sales
CRM: leads, contacts, accounts, deals and activities
The client signs in on Zoho's own screen and approves access.
Tested against Zoho CRM's live API.
Building with Zoho CRM? The docs have setup steps and code for every tool.
Your agent calls any endpoint of Zoho CRM's API with the request tool, with the client's access attached.
Base URL for request
https://www.zohoapis.com/crm/v6
request
HTTPS ANY /v1/clients/{clientId}/zoho-crm/{path}
Any endpoint of Zoho CRM's own API, with the client's access attached.
Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.
Related
Get started
Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.