Zoho CRM MCP connector
Updated
Zoho CRM is Zoho's customer relationship management platform for tracking accounts, contacts, deals, and leads throughout the sales cycle. The Zoho CRM MCP connector allows AI agents to create, update, and retrieve accounts and contacts, keeping customer records accurate and current. It also supports managing deals and leads, enabling broader sales pipeline oversight directly from connected workflows.
Authentication type
- OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.
Uses
Use the Zoho CRM MCP connector to perform the following actions:
- Create and update customer accounts directly from natural language requests
- Track sales deals and monitor pipeline stages across the sales team
- Capture and qualify new leads without manual data entry
- Sync contact details between Zoho CRM and other business systems
- Retrieve product catalog details to quote pricing accurately
- Remove outdated or duplicate records to keep data clean
- Look up customer history before sales calls or renewals
- Consolidate account, contact, and deal information into one workflow
Example prompts
Use the following example prompts to invoke Zoho CRM MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all open deals in Zoho CRM closing this month.Create a new contact for John Smith at Acme Corp in Zoho CRM.Find the account details for Acme Corp in Zoho CRM.Add a new lead from the trade show list to Zoho CRM.Update the deal stage for the Acme Corp renewal to Negotiation.List all products priced over $500 in Zoho CRM.Delete the duplicate contact record for Jane Doe in Zoho CRM.Who are my top leads from this quarter in Zoho CRM.Upsert the contact information for our new customer in Zoho CRM.Show me all contacts linked to the Acme Corp account in Zoho CRM.
Zoho CRM MCP connector tools
The Zoho CRM MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| listAccounts | List accounts |
| createAccount | Create an account |
| upsertAccount | Upsert an account |
| getAccount | Get an account |
| updateAccount | Update an account |
| deleteAccount | Delete an account |
| listContacts | List contacts |
| createContact | Create a contact |
| upsertContact | Upsert a contact |
| getContact | Get a contact |
| updateContact | Update a contact |
| deleteContact | Delete a contact |
| listDeals | List deals |
| createDeal | Create a deal |
| upsertDeal | Upsert a deal |
| getDeal | Get a deal |
| updateDeal | Update a deal |
| deleteDeal | Delete a deal |
| listLeads | List leads |
| createLead | Create a lead |
| upsertLead | Upsert a lead |
| getLead | Get a lead |
| updateLead | Update a lead |
| deleteLead | Delete a lead |
| listProducts | List products |
| createProduct | Create a product |
| upsertProduct | Upsert a product |
| getProduct | Get a product |
| updateProduct | Update a product |
| deleteProduct | Delete a product |
| listInvoices | List invoices |
| createInvoice | Create an invoice |
| upsertInvoice | Upsert an invoice |
| getInvoice | Get an invoice |
| updateInvoice | Update an invoice |
| deleteInvoice | Delete an invoice |
| listQuotes | List quotes |
| createQuote | Create a quote |
| upsertQuote | Upsert a quote |
| getQuote | Get a quote |
| updateQuote | Update a quote |
| deleteQuote | Delete a quote |
| listSalesOrders | List sales orders |
| createSalesOrder | Create a sales order |
| upsertSalesOrder | Upsert a sales order |
| getSalesOrder | Get a sales order |
| updateSalesOrder | Update a sales order |
| deleteSalesOrder | Delete a sales order |
| listPurchaseOrders | List purchase orders |
| createPurchaseOrder | Create a purchase order |
| upsertPurchaseOrder | Upsert a purchase order |
| getPurchaseOrder | Get a purchase order |
| updatePurchaseOrder | Update a purchase order |
| deletePurchaseOrder | Delete a purchase order |
| listVendors | List vendors |
| createVendor | Create a vendor |
| upsertVendor | Upsert a vendor |
| getVendor | Get a vendor |
| updateVendor | Update a vendor |
| deleteVendor | Delete a vendor |
| getFields | Get field metadata |
