First-party app
Zoho CRM

Zoho CRM

Create, read, update, search and convert Leads, Contacts, Deals and Accounts in Zoho CRM.

stable Customer Relationship Management

About

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.

App id
io.w6w.zoho
Version
0.1.2
Author
w6w
Licence
MIT
Categories
Customer Relationship Management

Overview

Zoho 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.

Build with Zoho CRM

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.

Get Account

account-get

Retrieve one Account record by id.

List Accounts

account-list

List records in the Accounts module.

Create Contact

contact-create

Create a Contact. `Last_Name` is Zoho's system-mandatory field, e.g. { "Last_Name": "Smith", "Email": "a@acme.com" }.

Delete Contact

contact-delete

Delete a Contact record. Zoho moves it to Recycle Bin, recoverable for 30 days.

Get Contact

contact-get

Retrieve one Contact record by id.

List Contacts

contact-list

List records in the Contacts module.

Update Contact

contact-update

Update a Contact's fields.

Create Deal

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" }.

Delete Deal

deal-delete

Delete a Deal record. Zoho moves it to Recycle Bin, recoverable for 30 days.

Get Deal

deal-get

Retrieve one Deal record by id.

List Deals

deal-list

List records in the Deals module.

Update Deal

deal-update

Update a Deal's fields.

Convert Lead

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.

Create Lead

lead-create

Create a Lead. `Last_Name` and `Company` are Zoho's system-mandatory fields, e.g. { "Last_Name": "Smith", "Company": "Acme" }.

Delete Lead

lead-delete

Delete a Lead record. Zoho moves it to Recycle Bin, recoverable for 30 days.

Get Lead

lead-get

Retrieve one Lead record by id.

List Leads

lead-list

List records in the Leads module.

Update Lead

lead-update

Update a Lead's fields.

Create Note

note-create

Attach a Note to a Lead, Contact, Deal or Account.

Search Records

search-records

Search any module's records by criteria, email, phone or a free-text word. Exactly one of those four is required.

Create Task

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>"
      }
    }
  ]
}

Here are some of the things you can do

  • Get Account

    read
    account-get
  • List Accounts

    read
    account-list
  • Create Contact

    perform
    contact-create
  • Get Contact

    read
    contact-get
  • List Contacts

    read
    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.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { 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);
Install the CLI
npm install -g @w6w/cli
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.

What the agent gets

Credentials it can't read

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.

A tool surface scoped to the caller

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.

A durable workflow in one call

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.

Health-aware discovery

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).

Request MCP access

Health checks

Zoho CRM declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

Zoho CRM platform status

Reads the "Zoho CRM" component off Zoho's StatusIQ RSS feed (us.zohostatus.com/rss). Unauthenticated and unsigned.

quota

Daily API credit headroom

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.