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Agent Serve · Sales integration
Manage Zoho CRM leads, contacts, deals, calls, tasks, and notes
Zoho CRM is a Sales integration for Agent Serve, the AI workspace where teams build and deploy AI agents. Agent Serve's Zoho CRM integration provides 14 Zoho CRM tools and 1 real-time trigger that AI agents can use inside Agent Serve's visual workflow builder. Zoho CRM connects with one-click OAuth. Explore deployment options with the Agent Serve team.
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Work with Zoho CRM from your agents. Create and update leads, contacts, and deals, convert leads, move deals between stages, log calls with their outcome, create follow-up tasks and notes, and look records up by ID, search, list, or COQL query. Connect any Zoho data center, including India. Zoho CRM can also start workflows when records are created, edited, or deleted.
Agent Serve accounts are created by invitation. Request access for your team, or accept an invitation from your workspace admin, then sign in.
Open your workspace, drag a Zoho CRM block onto the workflow builder, and connect your account with one-click OAuth.
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Zoho CRM automation is live.
14 Zoho CRM tools available in Agent Serve.
Search a Zoho CRM module by criteria, email, phone, or word. Returns up to 200 records per page and 2,000 in total. Records created in the last few seconds may not be indexed yet; use COQL for those.
Get one record by ID from any Zoho CRM module.
List records from a Zoho CRM module, up to 200 per page. Use the page token to read past 2,000 records.
Run a read-only COQL (SQL-like) SELECT query across Zoho CRM records. LIMIT defaults to 200 and allows at most 2,000.
Create a lead in Zoho CRM.
Update fields on an existing Zoho CRM lead.
Convert a Zoho CRM lead into a contact and account, optionally creating a deal for it.
Create a contact in Zoho CRM, optionally linked to an account.
Create a deal in Zoho CRM.
Move a Zoho CRM deal to a new stage, optionally updating its pipeline.
Log a completed call in Zoho CRM with its type, start time, duration, result, and notes, linked to a lead, contact, account, or deal.
Create a follow-up task in Zoho CRM, optionally linked to a lead, contact, account, or deal.
Add a note to a Zoho CRM record such as a lead, contact, account, or deal.
Update fields on a record in any Zoho CRM module.
Connect a Zoho CRM webhook to Agent Serve and your agent runs the instant an event happens, no polling, no delay.
Trigger a workflow when Zoho CRM records are created, edited, or deleted in the chosen modules.
Ready-to-use templates featuring Zoho CRM. Click any to build it instantly.
Agent Serve's Zoho CRM integration adds 14 Zoho CRM tools and 1 real-time trigger to the AI agents you build in Agent Serve's visual workflow builder — you build it all visually. Manage Zoho CRM leads, contacts, deals, calls, tasks, and notes. Teams often pair Zoho CRM with Affinity and Rippling in the same agent.
Agent Serve is available to teams by invitation. Request access and the team will map out the Zoho CRM agents, connections, and team access your process needs.