Zoho CRM icon

CONNECT APP

Build with Zoho CRM

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

CRM

  • OAuth

MCP

Give your agent Zoho CRM tools

Every Zoho CRM action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's Zoho CRM account for each tool call — you store no tokens.

// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": "{project_id}",
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "zoho_crm",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Convert Lead:
const result = await mcp.callTool({
  name: "zoho_crm-convert-lead",
  arguments: {
    lead: "Lead",
    account: "Account",
  },
})

API PROXY

Call the Zoho CRM API directly

For an endpoint with no pre-built tool, the Connect proxy forwards your request to the Zoho CRM API with the connected user's credentials attached. You store no tokens and write no refresh logic.

const resp = await pd.proxy.get({
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  accountId: "apn_xxxxxxx",
  url: "https://api.example.com/v1/me",
})

// Any allowed Zoho CRM endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.

SDK

Run Zoho CRM actions from your backend

Connect a user's Zoho CRM account once, then run Convert Lead on their behalf from your own code — TypeScript, Python, or plain HTTP.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "zoho_crm-convert-lead",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    zoho_crm: { authProvisionId: "apn_xxxxxxx" },
    lead: "Lead",
    account: "Account",
  },
})

TOOLS

Zoho CRM actions

On-demand operations your product or agent can configure and run on behalf of a connected user.

MULTI-APP

Use Zoho CRM with other popular apps

Most products don't stop at one integration. Pair Zoho CRM with the other apps your users rely on, and ship use cases that span both.

Gmail icon Gmail Gmail offers private and secure email by Google at no cost, for business and consumer accounts. Google Calendar icon Google Calendar With Google Calendar, you can quickly schedule meetings and events and get reminders about upcoming activities, so you always know what’s next. Google Drive icon Google Drive Google Drive is a file storage and synchronization service which allows you to create and share your work online, and access your documents from anywhere. Slack icon Slack Slack is the AI-powered platform for work bringing all of your conversations, apps, and customers together in one place. Around the world, Slack is helping businesses of all sizes grow and send productivity through the roof. HubSpot icon HubSpot HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business. LinkedIn icon LinkedIn LinkedIn is a business and employment-focused social media platform. Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities. Microsoft Outlook Email icon Microsoft Outlook Email Microsoft Outlook lets you bring all your email accounts and calendars in one convenient spot. Calendly icon Calendly Schedule meetings without the hassle. Never get double booked. Calendly works with your calendar to automate appointment scheduling. Airtable icon Airtable Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI. Notion icon Notion Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team. GitHub icon GitHub Where the world builds software. Millions of developers and companies build, ship, and maintain their software on GitHub—the largest and most advanced development platform in the world. Asana icon Asana Work anytime, anywhere with Asana. Keep remote and distributed teams, and your entire organization, focused on their goals, projects, and tasks with Asana.

REFERENCE

App details

Reference metadata for the Zoho CRM connector in the Pipedream registry.

App slug
zoho_crm
Authentication
OAuth
Categories
CRM
Actions
12
Triggers
9
API proxy
Available

OAuth scopes

These are the scopes Pipedream's managed Zoho CRM OAuth client requests when one of your users connects an account. Supply your own OAuth client to request a different set.

  • ZohoCRM.settings.all
  • ZohoCRM.users.all
  • ZohoCRM.org.all
  • ZohoCRM.modules.all
  • ZohoCRM.bulk.all
  • ZohoCRM.notifications.read
  • ZohoCRM.notifications.create
  • ZohoCRM.notifications.update
  • ZohoCRM.notifications.delete
  • ZohoCRM.coql.READ
  • ZohoCRM.functions.execute.READ
  • ZohoCRM.functions.execute.CREATE
  • ZohoCRM.templates.email.READ
  • ZohoCRM.templates.inventory.READ
  • ZohoCRM.signals.ALL