Create, read, update, search and convert Leads, Contacts, Deals and Accounts in Zoho CRM.
Zoho CRM ships in the w6w first-party pack. It declares 21 actions, 2 health checks, and the host runs its code in a sandbox that never sees the credential.
io.w6w.zohoZoho CRM manages a sales pipeline, and this app reads and writes the core records in it: create, read, update, delete and convert Leads; manage Contacts, Deals and Accounts; add Tasks and Notes; and search across any module — including a custom one — by name.
Converting a Lead is one of the more consequential calls in a CRM integration, since it turns a prospect into a Contact, Deal and Account in one step, and this app exposes that conversion directly rather than requiring three separate creates. Every list and get action ships with a sensible default set of fields, since Zoho’s own API requires them to be named explicitly and offers no everything default.
This app is scoped to Zoho CRM specifically, not Zoho’s wider suite of business apps (Books, Desk, Mail and the rest), and today it connects only to accounts hosted in Zoho’s US data centre — an account hosted in the EU, India, or another regional data centre can’t be connected through it yet.
Three routes to the same 21 actions. The Workflow tab is generated from Zoho CRM's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.
contact-create Create a Contact. `Last_Name` is Zoho's system-mandatory field, e.g. { "Last_Name": "Smith", "Email": "a@acme.com" }.
contact-delete Delete a Contact record. Zoho moves it to Recycle Bin, recoverable for 30 days.
deal-create Create a Deal. `Deal_Name`, `Stage` and `Closing_Date` are Zoho's system-mandatory fields, e.g. { "Deal_Name": "Acme renewal", "Stage": "Qualification", "Closing_Date": "2026-09-01" }.
deal-delete Delete a Deal record. Zoho moves it to Recycle Bin, recoverable for 30 days.
lead-convert Convert a Lead into a Contact (and, optionally, an Account and a Deal). Pass an existing `accountId`/`contactId` to merge into those records instead of creating new ones.
lead-create Create a Lead. `Last_Name` and `Company` are Zoho's system-mandatory fields, e.g. { "Last_Name": "Smith", "Company": "Acme" }.
lead-delete Delete a Lead record. Zoho moves it to Recycle Bin, recoverable for 30 days.
search-records Search any module's records by criteria, email, phone or a free-text word. Exactly one of those four is required.
task-create Create a Task in the Tasks module. `Subject` is Zoho's only system-mandatory field.
A workflow step names the app and the action, and the editor fills in the
connection when you pick one. This is the Step shape from the
workflow spec, carrying Zoho CRM's real ids.
{
"manifestVersion": "2",
"name": "zoho-example",
"steps": [
{
"id": "account-get",
"uses": {
"app": "io.w6w.zoho",
"action": "account-get",
"connection": "conn_YOUR_CONNECTION_ID"
},
"with": {
"recordId": "<recordId>",
"fields": "<fields>"
}
}
]
}account-get account-list contact-create contact-get contact-list +16 more actions available
Every app-specific value here is a blank you have to fill in. An
app action is reached through the connection that authenticates it, so the
address is a connection id, not the app id — and connections belong to your account,
so a public page cannot know yours. Create one for Zoho CRM, then fill in
the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the
parameters that action declares. The call itself is real — the shape is transcribed
from the studio's own snippet builder, which prints the same kind of blanks — but
nothing in it is specific to Zoho CRM. The Workflow tab is where this app's
real ids are.
npm install @w6w/sdkyarn add @w6w/sdkpnpm add @w6w/sdkdeno add npm:@w6w/sdkimport { W6wClient, isActionRun } from "@w6w/sdk";
// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();
const envelope = await client.run({
urn: "conn_YOUR_CONNECTION_ID",
action: "lead-create",
payload: {
fields: "<value>",
},
});
if (isActionRun(envelope)) console.log(envelope.value); npm install -g @w6w/cli w6w run conn_YOUR_CONNECTION_ID --action lead-create --payload '{"fields":"<value>"}' Give an AI agent Zoho CRM — without giving it Zoho CRM's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.
One tool call{
"name": "w6w_invoke",
"arguments": {
"ref": "app:io.w6w.zoho#account-get",
"input": {
"recordId": "<recordId>",
"fields": "<fields>"
}
}
}
Every tool names its target with a single ref. The
app: form above doesn't name a connection at all — the
host resolves which of the caller's Zoho CRM connections to sign
with, and refuses rather than guesses when the answer is ambiguous.
The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.
Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.
Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.
Zoho CRM's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.
The MCP surface is part of the hosted platform. Zoho CRM itself is MIT, and the runtime that executes it is source-available (FSL).
Zoho CRM declares its own checks, so its health is a property of the app rather than something the host guesses at.
Reads the "Zoho CRM" component off Zoho's StatusIQ RSS feed (us.zohostatus.com/rss). Unauthenticated and unsigned.
Reads `X-API-CREDITS-REMAINING` off `GET /crm/v6/org`. Zoho only sends this header once usage crosses 50% of the day's credit allowance.