NewsOperate As is live. Send your first client one link

Integration

Zoho CRM

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

About Zoho CRM

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

Zoho · CRM and sales

Sign in

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.

Open the Zoho docs

Tools

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.

    servicestringrequired
    This service: zoho-crm
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://www.zohoapis.com/crm/v6
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • See and change your CRM records
  • See your CRM users
  • See your CRM settings and fields

Get started

Send your next client one link

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.