PlatformDocs

Zoho CRM

Push leads to Zoho CRM: create a lead in Zoho CRM, assigned to an owner you pick.

View as Markdown

Connect the MCP server, then just ask.

create_automationCreates an automation that is active straight away and runs whenever a lead matches it.Changes data
push_lead_to_crmCreates a contact in the website's connected CRM: HubSpot, Pipedrive, Salesforce, Zoho or GoHighLevel.Changes data
list_crm_ownersLists the users in a connected CRM that a contact can be assigned to.Read-only
get_crm_mappingsThe field mappings used when leads are pushed to a CRM: which lead field fills which CRM field, for contacts and companies.Read-only
set_crm_mappingsSets the field mappings for contacts or companies pushed to a CRM.Deletes data

Use case

Push every new lead to Zoho CRM, owned by Sarah.

Called create_automationShow input
{
  "websiteId": "64b7f0a1c2d3e4f5a6b7c8d9",
  "name": "New leads to Zoho CRM",
  "trigger": {
    "then": "send-to-zoho",
    "actions": {
      "sentToZoho": {
        "assignContactsTo": "OWNER_ID"
      }
    }
  }
}

Use case

Send this lead to Zoho CRM now.

Called push_lead_to_crmShow input
{
  "websiteId": "64b7f0a1c2d3e4f5a6b7c8d9",
  "crm": "zoho",
  "leadId": "6a3f00000000000000000003",
  "ownerId": "OWNER_ID",
  "contactData": { "email": "jane.doe@acme.example" }
}

On this page