Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
12 actions Leo can use in the apps and agents it builds for you: 7 that read Zoho CRM data, 5 that create or update it.
Retrieves the records that match your search criteria.
Gets the list of available records from a module.
Retrieves a list of all the modules available in your CRM account.
Gets the field metadata for the specified module
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).
Gets record data given its id.
Converts a Lead into a Contact or an Account.
Docs ↗Inserts new records or updates existing ones based on duplicate check field values.
Docs ↗Uploads an attachment file to Zoho CRM from a URL or file path.
Docs ↗Updates existing entities in the module.
Docs ↗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.
Create a new object/module entry.
Docs ↗Leo connects Zoho CRM to the ERP your business already runs on: the records it reads in Zoho CRM land in your ERP, and what changes in the ERP flows back.
Authorize Zoho CRM once, in a couple of clicks. Leo only gets the permissions you grant.
In plain language: the dashboard, portal or agent you want across Zoho CRM and your ERP. No code, no mapping spreadsheets.
Leo builds it, you review, it goes live. Agents run on a schedule or on events, under the guardrails you set.
