What actions can I run in Zoho CRM?

105 actions are available, including "Execute COQL Query", "Get Account by ID", and "Get Accounts", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Zoho CRM Integrations

Manage Zoho CRM records, settings, bulk jobs, and COQL queries, and watch for new or updated CRM data. When Zoho CRM records change, notify teams, update sheets, or kick off follow-ups.

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Watch New AccountsTriggers when new accounts occur.
Watch New AttachmentsTriggers when new attachments occur.
Watch New CallsTriggers when new calls occur.
Watch New ContactsTriggers when new contacts occur.
Watch New DealsTriggers when new deals occur.
Watch New EmailsTriggers when new emails occur.
Watch New EventsTriggers when new events occur.
Watch New LeadsTriggers when new leads occur.
Watch New NotesTriggers when new notes occur.
Watch New TasksTriggers when new tasks occur.
Watch Updated AccountsTriggers when updated accounts occur.
Watch Updated AttachmentsTriggers when updated attachments occur.
Watch Updated CallsTriggers when updated calls occur.
Watch Updated ContactsTriggers when updated contacts occur.
Watch Updated DealsTriggers when updated deals occur.
Watch Updated EmailsTriggers when updated emails occur.
Watch Updated EventsTriggers when updated events occur.
Watch Updated LeadsTriggers when updated leads occur.
Watch Updated NotesTriggers when updated notes occur.
Watch Updated TasksTriggers when updated tasks occur.
Execute COQL QueryRetrieves execute coql query.
Get Account by IDReturns account by id.
Get AccountsReturns accounts.
Get AttachmentReturns attachment.
Get Bulk Job StatusReturns bulk job status.
Get Call by IDReturns call by id.
Get CallsReturns calls.
Get Contact by IDReturns contact by id.
Get ContactsReturns contacts.
Get Current UserReturns current user.
Get Custom Field by IDReturns custom field by id.
Get Custom FieldsReturns custom fields.
Get Deal by IDReturns deal by id.
Get DealsReturns deals.
Get Email by IDReturns email by id.
Get EmailsReturns emails.
Get Event by IDReturns event by id.
Get EventsReturns events.
Get Field MetadataReturns field metadata.
Get LayoutsReturns layouts.
Get Lead by IDReturns lead by id.
Get LeadsReturns leads.
Get Module MetadataReturns module metadata.
Get ModulesReturns modules.
Get Note by IDReturns note by id.
Get NotesReturns notes.
Get NotificationsReturns notifications.
Get Organization DataReturns organization data.
Get Profile by IDReturns profile by id.
Get ProfilesReturns profiles.
Get Role by IDReturns role by id.
Get RolesReturns roles.
Get TagsReturns tags.
Get Task by IDReturns task by id.
Get TasksReturns tasks.
Get User by IDReturns user by id.
Get UsersReturns users.
Get Webhook DetailsReturns webhook details.
Get WebhooksReturns webhooks.
List AttachmentsRetrieves a list of attachments.
Search AccountsSearches for accounts.
Search All RecordsSearches for all records.
Search by EmailSearches for by email.
Search by PhoneSearches for by phone.
Search CallsSearches for calls.
Search ContactsSearches for contacts.
Search DealsSearches for deals.
Search EventsSearches for events.
Search LeadsSearches for leads.
Search NotesSearches for notes.
Search TasksSearches for tasks.
Bulk Write RecordsPerforms bulk write records.
Convert LeadPerforms convert lead.
Create AccountCreates account.
Create CallCreates call.
Create ContactCreates contact.
Create Custom FieldCreates custom field.
Create DealCreates deal.
Create EmailCreates email.
Create EventCreates event.
Create LeadCreates lead.
Create NoteCreates note.
Create ProfileCreates profile.
Create RoleCreates role.
Create TagCreates tag.
Create TaskCreates task.
Create UserCreates user.
Deactivate UserPerforms deactivate user.
Delete AccountDeletes account.
Delete AttachmentDeletes attachment.
Delete CallDeletes call.
Delete ContactDeletes contact.
Delete Custom FieldDeletes custom field.
Delete DealDeletes deal.
Delete EventDeletes event.
Delete LeadDeletes lead.
Delete NoteDeletes note.
Delete TagDeletes tag.
Delete TaskDeletes task.
Delete UserDeletes user.
Delete WebhookDeletes webhook.
Execute Composite RequestExecutes composite request.
Link Related RecordPerforms link related record.
Make an API CallPerforms an arbitrary authorized API call.
Merge TagsMerges tags.
Reactivate UserPerforms reactivate user.
Set Profile for RoleSets profile for role.
Subscribe to EventsPerforms subscribe to events.
Update AccountUpdates account.
Update CallUpdates call.
Update ContactUpdates contact.
Update Custom FieldUpdates custom field.
Update DealUpdates deal.
Update EventUpdates event.
Update LayoutUpdates layout.
Update LeadUpdates lead.
Update NoteUpdates note.
Update OrganizationUpdates organization.
Update ProfileUpdates profile.
Update RoleUpdates role.
Update TagUpdates tag.
Update TaskUpdates task.
Update UserUpdates user.
Update Webhook Retry SettingsUpdates webhook retry settings.
Upload AttachmentUploads attachment.

When to use Zoho CRM

Common scenarios where Zoho CRM automation saves time and reduces manual work.

Trigger workflows automatically when "Watch New Accounts" fires in Zoho CRM — start multi-step automations without polling or manual checks.
Use "Get Account by ID" as an automated action in Zoho CRM so records stay consistent whenever something changes elsewhere in your stack.
Combine "Watch New Calls" from Zoho CRM with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Frequently asked questions

Common questions about automating Zoho CRM in your workflows.

Zoho CRM has 20 triggers, including "Watch New Accounts", "Watch New Attachments", and "Watch New Calls", and more. Use them to start workflows the moment Zoho CRM events fire — no polling required.

Zoho CRM Integrations

When to use Zoho CRM

Frequently asked questions

Zoho CRM Integrations

When to use Zoho CRM

Connect Zoho CRM to any app in workflows

Frequently asked questions

Connect Zoho CRM to any app in workflows

Connect Zoho CRM to any app in workflows

Connect Zoho CRM to any app in workflows

Zoho CRM Integrations

Zoho CRM triggers and actions

When to use Zoho CRM

Frequently asked questions

What triggers does Zoho CRM support?

What actions can I run in Zoho CRM?

Do I need to write code to automate this?

Is the integration secure?

Zoho CRM Integrations

Zoho CRM triggers and actions

When to use Zoho CRM

Connect Zoho CRM to any app in workflows

Frequently asked questions

What triggers does Zoho CRM support?

What actions can I run in Zoho CRM?

Do I need to write code to automate this?

Is the integration secure?

Connect Zoho CRM to any app in workflows

Connect Zoho CRM to any app in workflows

Connect Zoho CRM to any app in workflows