How do I connect Zoho CRM?

Add the Zoho CRM piece to a flow, then authenticate with OAuth 2.0. Once connected, its 3 triggers and 11 actions are available anywhere in the builder.

What can I automate with Zoho CRM?

"New Contact" can start a flow that runs "Read file", and you can chain Zoho CRM together with any of 760+ other apps and AI steps in between.

Can I self-host the Zoho CRM integration?

Yes. Activepieces is fully self-hostable, so you can run the Zoho CRM piece on your own infrastructure with your connections and your data staying in your environment.

Can my AI agent use Zoho CRM as a tool?

Yes. Every piece you connect can be exposed over one Activepieces MCP server, so Claude, Cursor, Windsurf or any MCP client can call Zoho CRM actions as tools.

Zoho CRM integration

Customer relationship management software

Start building Use Zoho CRM with your AI

Actions: 11
Triggers: 3
Auth: OAuth 2.0
License: MIT, open source
Updated: October 2026

About the Zoho CRM integration

Add the Zoho CRM piece to a flow, connect your account once, and the rest of the builder can read from it and write to it. Because the piece is open source you can run it on our cloud or self-host it, and combine Zoho CRM with 760+ other apps in the same flow.

Triggers

Start a flow the moment something happens in Zoho CRM

Each trigger below can start a flow on its own, either instantly or on a schedule.

New Contact
Triggers when a new contact is created
1 field
New Record
Triggers when a record is created in any module (custom fields included).
2 fields
Updated Record
Triggers when a record is modified in any module.
3 fields

Actions

Everything Activepieces can do in Zoho CRM

Drop any of these into a flow and fill in the fields. No code is required.

Read file
Download a file content from Zoho CRM. e.g.: a Backup File
1 field
Create Record
Creates a record in any module, including custom fields.
5 fields
Update Record
Updates fields of a record in any module. Fields left empty are not changed.
6 fields
Get Record
Gets a record by id from any module, with all its fields.
2 fields
Create or Update Record
Updates the record that matches on the duplicate-check fields, or creates it if none matches.
5 fields
Delete Record
Deletes a record (it moves to the Zoho CRM Recycle Bin).
3 fields
Convert Lead
Converts a lead into a contact and account, and optionally a deal.
14 fields
Add Note
Adds a note to a record.
4 fields
Add Tags to Record
Adds existing or new tags to a record. New tag names are created first.
4 fields
Upload Attachment
Attaches a file to a record.
4 fields
Custom API Call
Make a custom API call to a specific endpoint
10 fields

Use Zoho CRM in a flow

Connect Zoho CRM once and every trigger and action above is yours to drop into the builder, alongside 760+ other apps. Free to start, on our cloud or your own servers.

Build a Zoho CRM flow Talk to sales

Zoho CRM, answered.

Yes. Activepieces is open source and free to start, and the Zoho CRM piece is included on every plan, from the free cloud tier to any self-hosted deployment.

Guides using Zoho CRM

Top 10 Open-Source Workflow Automation Software in 2026 Explore the top ten open-source workflow automation software available in 2026. Discover what makes Activepieces stand out as the best choice.6 CRM Workflow Examples You’ll Wish You’d Set Up Sooner Explore 6 CRM workflow examples you'll wish you'd set up sooner and see how Activepieces helps automate any workflow!Top 10 Business Process Management Challenges (and Fixes) Discover the top 10 business process management challenges and learn how to fix them. See how Activepieces can help.How to Create AI Agents in Minutes: Quick Guide Learn how to create AI agents in minutes. With Activepieces, it only takes 6 simple steps to create AI agents that deliver.

Popular Zoho CRM pairings

Browse all integrations

Zoho CRM + Moxie

CRM build for the freelancers.

Sales & CRM45 actions · 32 triggers

Zoho CRM + Wedof

Automatisez la gestion de vos dossiers de formations (CPF, EDOF, Kairos, AIF, OPCO et autres)

Sales & CRM45 actions · 28 triggers

Zoho CRM + HubSpot

Powerful CRM that offers tools for sales, customer service, and marketing automation.

Sales & CRM45 actions · 24 triggers

Zoho CRM + NinjaPipe

NinjaPipe CRM integration with contacts, companies, deals, tasks (under projects), pipelines, products, budgets, projects, orders, lists, and Databin webhook delivery.

Sales & CRM51 actions · 8 triggers