zoho

name	zoho
description	Zoho CRM API integration with managed OAuth. Create and update records, search contacts and deals, manage leads, tags, attachments, and module metadata. Use this skill when users want to manage CRM records, search leads and contacts, convert leads, organize data with tags, or discover module schemas.

Zoho CRM

Unified Zoho CRM suite from chat -- manage leads, contacts, deals, accounts, custom modules, tags, attachments, and record relationships.

Powered by ClawLink, an integration hub for OpenClaw that handles hosted OAuth flows and credentials so you don't need to configure Zoho CRM API access yourself.

Setup in 3 Steps

Step 1: Install	Step 2: Pair Account	Step 3: Connect Zoho CRM
		App-specific connection GIF coming soon
Run the install command in OpenClaw	Sign in and approve the device	Open the dashboard and connect Zoho CRM

How It Works

┌─────────────────┐     ┌──────────────┐     ┌──────────────────┐
│   OpenClaw      │────▶│   ClawLink   │────▶│   Zoho CRM API   │
│   (User Chat)   │     │   (OAuth)    │     │                  │
└─────────────────┘     └──────────────┘     └──────────────────┘

Install

openclaw plugins install clawhub:clawlink-plugin
openclaw config set tools.alsoAllow '["clawlink-plugin"]' --strict-json
openclaw gateway restart

Quick Start

1. Discover modules: zoho_list_modules -- see all available CRM modules including custom ones.
2. Get records: zoho_get_zoho_records -- retrieve records from any module (Leads, Contacts, Deals, etc.).
3. Search records: zoho_search_zoho_records -- find specific records by criteria, email, or keyword.

Authentication

Zoho CRM uses managed OAuth via ClawLink. No API keys needed. Connect your Zoho account at claw-link.dev/dashboard?add=zoho and authorize access through the hosted flow.

Connection Management

List connections: clawlink_list_integrations -- confirm Zoho is connected.

Verify: Call zoho_list_modules to test access.

Reconnect: If you see auth errors, reconnect at claw-link.dev/dashboard?add=zoho.

Security & Permissions

Read operations (list records, search, get metadata) run safely. Write operations (create, update, convert) require confirmation. Bulk operations may partially succeed -- inspect each item's status field.

Tool Reference

Record Operations

Tool	Description	Mode
zoho_get_zoho_records	Retrieve records from a module with pagination	Read
zoho_search_zoho_records	Search records by criteria, email, phone, or keyword	Read
zoho_create_zoho_record	Create new records in a module (supports bulk, up to 100)	Write
zoho_update_zoho_record	Update existing records (up to 100 per call, id required)	Write
zoho_convert_zoho_lead	Convert a lead into a contact, account, and optionally a deal	Write

Module Metadata Operations

Tool	Description	Mode
zoho_list_modules	List all available modules (standard + custom)	Read
zoho_get_module_fields	Get field metadata (names, types, picklists) for a module	Read

Related Records Operations

Tool	Description	Mode
zoho_get_related_lists	Get related list metadata for a module	Read
zoho_get_related_records	Fetch related records (Notes, Attachments, Emails) for a parent record	Read
zoho_update_related_records	Associate or update relationships between records	Write

Tag Operations

Tool	Description	Mode
zoho_create_zoho_tag	Create a new tag for a module (up to 100 tags per module)	Write

Attachment Operations

Tool	Description	Mode
zoho_list_record_attachments	List attachment metadata for a record	Read
zoho_upload_attachment	Upload a file or URL attachment to a record	Write

User Operations

Tool	Description	Mode
zoho_get_zoho_users	Retrieve users with IDs, names, emails, roles	Read

Code Examples

List modules to discover available slugs

{ "tool": "zoho_list_modules" }

Search contacts by email

{
  "tool": "zoho_search_zoho_records",
  "args": {
    "module_api_name": "Contacts",
    "email": "[e-mail]"
  }
}

Create a new lead

{
  "tool": "zoho_create_zoho_record",
  "args": {
    "module_api_name": "Leads",
    "data": [{ "Last_Name": "Smith", "Company": "Acme Corp", "Email": "[e-mail]" }]
  }
}

Get field metadata for a module

{
  "tool": "zoho_get_module_fields",
  "args": { "module_api_name": "Deals" }
}

Discovery Workflow

1. Call clawlink_list_integrations to confirm zoho is connected.
2. Call clawlink_list_tools --integration zoho to see the live catalog.
3. Call zoho_list_modules to discover module API names.
4. Call zoho_get_module_fields to learn correct field names before creating/updating records.

Execution Workflow

Read Flow:  User asks for records → clawlink resolves connection → Zoho CRM API → results displayed
Write Flow: User wants to create lead → confirmation prompt → clawlink resolves connection → Zoho CRM API → record created

Notes

• Always use field API names (not display names) for create/update operations. Use zoho_get_module_fields to discover them.
• Discrete pagination is limited to the first 2,000 records. Use page_token for records beyond that.
• Bulk operations may partially succeed. Inspect each item's status field in the response.
• Related record associations may silently succeed without creating the relationship if IDs don't match exactly.
• Each module can have up to 100 tags; each record can have up to 10 tags.

Related Skills

• Zoho Bigin (zoho-bigin) -- Small business CRM
• Zoho Desk (zoho-desk) -- Customer support
• Zoho Inventory (zoho-inventory) -- Stock and order management
• Zoho Invoice (zoho-invoice) -- Invoicing and billing
• Zoho Mail (zoho-mail) -- Business email

Error Handling

Status / Error	Meaning
401 Unauthorized	Token expired; reconnect at the dashboard
INVALID_MODULE	Module API name is incorrect; use zoho_list_modules
INVALID_DATA	Field API names or values are incorrect; use zoho_get_module_fields
400 Bad Request	Missing required fields or malformed data

Troubleshooting

Tools Not Visible

Run openclaw gateway restart after installing the plugin. Start a fresh chat session.

INVALID_MODULE Errors

Use zoho_list_modules to discover correct module API names, especially for custom modules.

INVALID_DATA Errors

Use zoho_get_module_fields to verify correct field API names and data types before creating or updating records.

Resources

• Zoho CRM API Docs: https://www.zoho.com/crm/developer/docs/api/v7/
• ClawLink: https://claw-link.dev/?utm_source=clawhub&utm_medium=referral&utm_content=zoho
• ClawLink Docs: https://docs.claw-link.dev/openclaw

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Powered by ClawLink -- an integration hub for OpenClaw