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Retrieve records from any Zoho CRM module (Leads, Contacts, Accounts, Deals, Tasks, Events, etc.). Supports pagination, field selection, sorting, and fetching specific records by ID. Use **module** to specify which CRM module to query, and optionally filter or sort results.
Retrieve metadata about CRM modules including available fields, layouts, and module configuration. Without a module name, lists all available modules. With a module name, returns fields and layouts for that module. Useful for discovering field API names, data types, picklist values, and module structure.
Search for records in any Zoho CRM module using criteria, email, phone, or keyword. Supports the Zoho CRM search criteria syntax for advanced filtering. Use **criteria** for field-based filters, **email**/**phone** for contact lookups, or **word** for full-text search.
Retrieve a single record by its ID from any Zoho CRM module. Returns the full record with all fields, or optionally only specific fields.
Retrieve your Zoho CRM organization details including company name, time zone, currency, license info, and other settings.
Create one or more records in any Zoho CRM module. Provide the module name and an array of record objects with field values. Optionally control which workflow triggers fire upon creation.
Retrieve CRM users from your Zoho organization. Filter by user type (AllUsers, ActiveUsers, DeactiveUsers, ConfirmedUsers, etc.) or get a specific user by ID.
Execute a COQL (CRM Object Query Language) query to retrieve data using SQL-like syntax. COQL supports SELECT queries with WHERE, ORDER BY, LIMIT, and OFFSET clauses. Useful for complex, cross-field queries and precise data extraction.
Delete one or more records from any Zoho CRM module by their IDs. Permanently removes the specified records. This action cannot be undone.
Retrieve records related to a specific CRM record through lookup or multi-select lookup fields. For example, get all Contacts related to an Account, or all Tasks associated with a Deal.
Update one or more records in any Zoho CRM module. For a single record, provide **recordId** and **recordData**. For bulk updates, provide **records** with each item containing an "id" field. Optionally control which workflow triggers fire upon update.
List, add, or remove tags on CRM records. Set **action** to "list" to view available tags for a module, "add" to tag records, or "remove" to untag records.
Send an email from Zoho CRM associated with a specific record. The email is logged against the record for tracking purposes.
List, create, update, or delete notes associated with a CRM record. Set **action** to "list" to get notes, "create" to add a new note, "update" to edit a note, or "delete" to remove a note.
List, upload, download, or delete attachments on a Zoho CRM record. Downloads return a file together with useful file metadata.