# Zoho CRM — Pipedream Connect

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

- API slug: `zoho_crm` (use in MCP headers and tool keys)
- Auth: OAuth (Pipedream-managed)
- Categories: CRM
- Website: http://crm.zoho.com/
- Managed OAuth scopes: `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`
- This page (HTML): https://pipedream.com/apps/zoho-crm
- Tools: 12 actions · 9 triggers

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: zoho_crm`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
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 accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_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",
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a Zoho CRM endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# The path segment is the target URL, URL-safe base64 encoded:
# https://api.example.com/v1/me

curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkuZXhhbXBsZS5jb20vdjEvbWU?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: production"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
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",
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (12)

### `zoho_crm-convert-lead` — Convert Lead (Read-only)

Converts a Lead into a Contact or an Account. See the documentation

Full schema: https://pipedream.com/apps/zoho-crm/actions/convert-lead.md

### `zoho_crm-create-object` — Create Object (Write)

Create a new object/module entry. See the documentation

Full schema: https://pipedream.com/apps/zoho-crm/actions/create-object.md

### `zoho_crm-download-attachment` — Download Attachment (Write)

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

Full schema: https://pipedream.com/apps/zoho-crm/actions/download-attachment.md

### `zoho_crm-get-object` — Get Object (Read-only)

Gets record data given its id.

Full schema: https://pipedream.com/apps/zoho-crm/actions/get-object.md

### `zoho_crm-list-attachments` — List Attachments (Read-only)

Gets the list of attachments for a record in Zoho CRM. Use List Modules to find the module API name and List Objects to find the recordId. Results are paginated 200 per page (page is 0-indexed). See the documentation

Full schema: https://pipedream.com/apps/zoho-crm/actions/list-attachments.md

### `zoho_crm-list-fields` — List Fields (Read-only)

Gets the field metadata for the specified module

Full schema: https://pipedream.com/apps/zoho-crm/actions/list-fields.md

### `zoho_crm-list-modules` — List Modules (Read-only)

Retrieves a list of all the modules available in your CRM account.

Full schema: https://pipedream.com/apps/zoho-crm/actions/list-modules.md

### `zoho_crm-list-objects` — List Objects (Read-only)

Gets the list of available records from a module.

Full schema: https://pipedream.com/apps/zoho-crm/actions/list-objects.md

### `zoho_crm-search-objects` — Search Objects (Read-only)

Retrieves the records that match your search criteria.

Full schema: https://pipedream.com/apps/zoho-crm/actions/search-objects.md

### `zoho_crm-update-object` — Update Object (Write)

Updates existing entities in the module. See the documentation

Full schema: https://pipedream.com/apps/zoho-crm/actions/update-object.md

### `zoho_crm-upload-attachment` — Upload Attachment (Write)

Uploads an attachment file to Zoho CRM from a URL or file path. See the documentation

Full schema: https://pipedream.com/apps/zoho-crm/actions/upload-attachment.md

### `zoho_crm-upsert-records` — Upsert Records (Write)

Inserts new records or updates existing ones based on duplicate check field values. See the documentation

Full schema: https://pipedream.com/apps/zoho-crm/actions/upsert-records.md

## Triggers (9)

### `zoho_crm-new-contact` — New Contact (Instant) (Polling)

Emits an event each time a new contact is created in Zoho CRM

Full schema: https://pipedream.com/apps/zoho-crm/triggers/new-contact.md

### `zoho_crm-new-event` — New Event (Instant) (Polling)

Emit new custom events from Zoho CRM

Full schema: https://pipedream.com/apps/zoho-crm/triggers/new-event.md

### `zoho_crm-new-lead` — New Lead (Instant) (Polling)

Emits an event each time a new lead is created in Zoho CRM

Full schema: https://pipedream.com/apps/zoho-crm/triggers/new-lead.md

### `zoho_crm-new-module-entry` — New Module Entry (Instant) (Polling)

Emit new events each time a new module/record is created in Zoho CRM

Full schema: https://pipedream.com/apps/zoho-crm/triggers/new-module-entry.md

### `zoho_crm-new-or-updated-contact` — New or Updated Contact (Instant) (Polling)

Emits an event each time a new contact is created or updated in Zoho CRM

Full schema: https://pipedream.com/apps/zoho-crm/triggers/new-or-updated-contact.md

### `zoho_crm-new-or-updated-lead` — New or Updated Lead (Instant) (Polling)

Emits an event each time a new lead is created or updated in Zoho CRM

Full schema: https://pipedream.com/apps/zoho-crm/triggers/new-or-updated-lead.md

### `zoho_crm-new-or-updated-module-entry` — New or Updated Module Entry (Instant) (Polling)

Emits an event each time a module/record is created or edited in Zoho CRM

Full schema: https://pipedream.com/apps/zoho-crm/triggers/new-or-updated-module-entry.md

### `zoho_crm-new-user` — New User (Polling)

Emits an event each time a new user is created in Zoho CRM

Full schema: https://pipedream.com/apps/zoho-crm/triggers/new-user.md

### `zoho_crm-updated-module-entry` — Updated Module Entry (Instant) (Polling)

Emits an event each time a new module/record is updated in Zoho CRM

Full schema: https://pipedream.com/apps/zoho-crm/triggers/updated-module-entry.md

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