Integration

Zoho CRM integration

Customer relationship management platform API. Manage leads, contacts, accounts, deals, and activities. Automate sales processes and track customer interactions. Essential for sales automation, CRM integration, and customer management.

Connect Zoho CRM How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Zoho CRM.Built from the 16 Zoho CRM tools below, on the connection you add once.

Common Zoho CRM use cases

deal creation
integration setup
data sync
view notes
bulk update
note review
record view
lead capture
record search
record update

What you can do with Zoho CRM

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Record, 9 operations

create_recordsCreate recordsPOSTCreates new records in any Zoho CRM module.
delete_recordsDelete recordsDELETEDeletes records from any Zoho CRM module.
get_recordGet recordGETRetrieves a specific record by ID from any module.
list_recordsList recordsGETLists records from any Zoho CRM module.
query_records_coqlQuery records coqlPOSTQueries records using COQL query language.
search_recordsSearch recordsGETSearches records in a Zoho CRM module.
update_recordUpdate recordPUTUpdates an existing record in any Zoho CRM module.
update_recordsUpdate recordsPUTUpdates multiple records in a module at once.
upsert_recordsUpsert recordsPOSTInserts or updates records based on duplicate check fields.

Module, 2 operations

get_module_metadataGet module metadataGETRetrieves metadata for a specific module.
list_modulesList modulesGETLists all modules in Zoho CRM.

Note, 2 operations

create_notesCreate notesPOSTCreates notes on a CRM record.
list_notesList notesGETLists all notes in Zoho CRM.

Field, 1 operation

get_fields_metadataGet fields metadataGETRetrieves field definitions and metadata for a module.

Lead, 1 operation

convert_leadConvert leadPOSTConverts a lead to contact, account, and/or deal.

Related record, 1 operation

get_related_recordsGet related recordsGETGets related records from a parent record.

Zoho CRM API rate limits

50,000 requests per day

Credit-based per-org limit over a rolling 24-hour window (verified Zoho CRM v8 docs, 2026-05). Edition base + per-user, capped: Free 5,000 (no per-user); Standard/Starter 50,000 base + 250/user, cap 100,000; Professional 50,000 base + 500/user, cap 3,000,000; Enterprise/Zoho One 50,000 base + 1,000/user, cap 5,000,000; Ultimate/CRM Plus 50,000 base + 2,000/user (no cap). No per-minute restriction; only concurrent-call cap applies. Super-admin can purchase extra credits as pay-as-you-go from the API Dashboard.

These are the limits Zoho CRM documents, not ones LiveContext measured. They can change and often depend on your plan, so check the Zoho CRM documentation for current values.

Use Zoho CRM from Claude Code, Cursor or Codex

Connect Zoho CRM in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Zoho CRM operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Zoho CRM

Create your workspace
Sign up free. Nothing to install.
Connect Zoho CRM once
Add your Zoho CRM connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Zoho CRM integration FAQ

What can you do with the Zoho CRM integration?

LiveContext exposes 16 operations on Zoho CRM, covering record, module, note and field. Common uses include deal creation, integration setup and data sync.

What are the Zoho CRM API rate limits?

Zoho CRM documents 50,000 requests per day. Credit-based per-org limit over a rolling 24-hour window (verified Zoho CRM v8 docs, 2026-05). Edition base + per-user, capped: Free 5,000 (no per-user); Standard/Starter 50,000 base + 250/user, cap 100,000; Professional 50,000 base + 500/user, cap 3,000,000; Enterprise/Zoho One 50,000 base + 1,000/user, cap 5,000,000; Ultimate/CRM Plus 50,000 base + 2,000/user (no cap). No per-minute restriction; only concurrent-call cap applies. Super-admin can purchase extra credits as pay-as-you-go from the API Dashboard. Limits are set by Zoho CRM and can depend on your plan.