# Zoho CRM

Manage Zoho CRM: leads, contacts, accounts, deals, COQL search, notes, users. Exposes **34 actions** covering the full API surface
the agent needs - read and write.

## What it can do

| Method | What it does |
| --- | --- |
| `zohocrm_records_list` | List records from a module - GET /crm/v6/{module}. |
| `zohocrm_records_get` | Get one record - GET /crm/v6/{module}/{id}. |
| `zohocrm_records_create` | Create a record - POST /crm/v6/{module}. |
| `zohocrm_records_update` | Update a record - PUT /crm/v6/{module}/{id}. |
| `zohocrm_records_delete` | Delete a record - DELETE /crm/v6/{module}/{id}. |
| `zohocrm_records_search` | Search records by criteria - GET /crm/v6/{module}/search. |
| `zohocrm_coql_query` | Execute a COQL query - POST /crm/v6/coql. |
| `zohocrm_related_lists` | List records in a related list - GET /crm/v6/{module}/{id}/{related_list}. |
| `zohocrm_notes_list` | List notes on a record - GET /crm/v6/Notes?record_id={id}. |
| `zohocrm_notes_create` | Create a note on a record - POST /crm/v6/Notes. |
| `zohocrm_notes_delete` | Delete a note - DELETE /crm/v6/Notes/{id}. |
| `zohocrm_attachments_list` | List attachments on a record - GET /crm/v6/Attachments?parent_id={id}. |
| `zohocrm_attachments_delete` | Delete an attachment - DELETE /crm/v6/Attachments/{id}. |
| `zohocrm_users_list` | List users - GET /crm/v6/Users. |
| `zohocrm_users_get` | Get one user - GET /crm/v6/Users/{id}. |
| `zohocrm_modules_list` | List all modules - GET /crm/v6/settings/modules. |
| `zohocrm_modules_get` | Get module metadata - GET /crm/v6/settings/modules/{module}. |
| `zohocrm_fields_list` | List module fields - GET /crm/v6/settings/fields?module={module}. |
| `zohocrm_layouts_list` | List module layouts - GET /crm/v6/settings/layouts?module={module}. |
| `zohocrm_custom_views_list` | List custom views for a module - GET /crm/v6/settings/custom_views?module={module}. |
| `zohocrm_bulk_read` | Bulk read records via COQL - POST /crm/v6/bulk/read. |
| `zohocrm_bulk_write` | Bulk write records - POST /crm/v6/bulk/write. |
| `zohocrm_convert_lead` | Convert a Lead to Contact/Account/Deal - POST /crm/v6/Leads/{id}/actions/convert. |
| `zohocrm_deals_stages` | Get Deal pipeline stages - GET /crm/v6/settings/pipelines. |
| `zohocrm_tasks_list` | List tasks - GET /crm/v6/Tasks. |
| `zohocrm_tasks_create` | Create a task - POST /crm/v6/Tasks. |
| `zohocrm_events_list` | List events - GET /crm/v6/Events. |
| `zohocrm_events_create` | Create an event - POST /crm/v6/Events. |
| `zohocrm_tags_list` | List tags - GET /crm/v6/tags. |
| `zohocrm_tags_create` | Create a tag - POST /crm/v6/tags. |
| `zohocrm_record_owner_transfer` | Transfer record ownership - PUT /crm/v6/{module}/{id}. |
| `zohocrm_webhooks_list` | List webhooks - GET /crm/v6/settings/webhooks. |
| `zohocrm_webhooks_create` | Create a webhook - POST /crm/v6/settings/webhooks. |
| `zohocrm_webhooks_delete` | Delete a webhook - DELETE /crm/v6/settings/webhooks/{id}. |

## How to get credentials

This connector uses **OAuth 2.0**. In FlyMyAI, open the tool and click
**Connect** - you'll be redirected to Zoho CRM to authorize, then back to
FlyMyAI. There is no API key to paste.

> The OAuth app must be registered by FlyMyAI for this provider. If you see
> *"connection not configured"*, the provider's client credentials are still
> being set up - check back shortly.

## Fields to fill in FlyMyAI

| FlyMyAI field | Where it comes from |
| --- | --- |
| _(none)_ | Connect via OAuth - nothing to paste. |

## Troubleshooting

- **`401 Unauthorized` / `403 Forbidden`** - the OAuth connection expired or was revoked - reconnect.
- **`429 Too Many Requests`** - you hit the provider rate limit; retry after a short backoff.
- **Unexpected `4xx` on writes** - double-check required fields; the agent confirms before write actions.

## Links

- [Zoho CRM API documentation](https://www.zoho.com/crm/developer/docs/api/v6/)