Requirements
Before you set up the credential, make sure you have an active Zoho CRM account and OAuth client credentials, granted by signing in with your account ready.[3]
Get your Zoho CRM credentials
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- Client IDtextRequired
- Client SecretpasswordRequired
- Data CenterselectRequired
Connect Zoho CRM in WEXTL
- Log in to your WEXTL account, add the Zoho CRM node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Zoho CRM account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Zoho CRM node modules
The list below is a reference of every Zoho CRM node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each Zoho CRM node module below opens to reveal its input parameters, outputs, and connection requirements.
Watch New AccountsTrigger
Watch New AttachmentsTrigger
Watch New CallsTrigger
Watch New ContactsTrigger
Watch New DealsTrigger
Watch New EmailsTrigger
Watch New EventsTrigger
Watch New LeadsTrigger
Watch New NotesTrigger
Watch New TasksTrigger
Watch Updated AccountsTrigger
Watch Updated AttachmentsTrigger
Watch Updated CallsTrigger
Watch Updated ContactsTrigger
Watch Updated DealsTrigger
Watch Updated EmailsTrigger
Watch Updated EventsTrigger
Watch Updated LeadsTrigger
Watch Updated NotesTrigger
Watch Updated TasksTrigger
Execute COQL QuerySearch
Get Account by IDSearch
Get AccountsSearch
Get AttachmentSearch
Get Bulk Job StatusSearch
Get Call by IDSearch
Get CallsSearch
Get Contact by IDSearch
Get ContactsSearch
Get Current UserSearch
| Field | Type |
|---|---|
| ID | text |
| Name | text |
| Status | text |
| Created at | date |
| Updated at | date |
| Data | text |
Get Custom Field by IDSearch
Get Custom FieldsSearch
Get Deal by IDSearch
Get DealsSearch
Get Email by IDSearch
Get EmailsSearch
Get Event by IDSearch
Get EventsSearch
Get Field MetadataSearch
Get LayoutsSearch
Get Lead by IDSearch
Get LeadsSearch
Get Module MetadataSearch
Get ModulesSearch
Get Note by IDSearch
Get NotesSearch
Get NotificationsSearch
Get Organization DataSearch
| Field | Type |
|---|---|
| ID | text |
| Name | text |
| Status | text |
| Created at | date |
| Updated at | date |
| Data | text |
Get Profile by IDSearch
Get ProfilesSearch
Get Role by IDSearch
Get RolesSearch
Get TagsSearch
Get Task by IDSearch
Get TasksSearch
Get User by IDSearch
Get UsersSearch
Get Webhook DetailsSearch
Get WebhooksSearch
List AttachmentsSearch
Search AccountsSearch
Search All RecordsSearch
Search by EmailSearch
Search by PhoneSearch
Search CallsSearch
Search ContactsSearch
Search DealsSearch
Search EventsSearch
Search LeadsSearch
Search NotesSearch
Search TasksSearch
Bulk Write RecordsAction
Convert LeadAction
Create AccountAction
Create CallAction
Create ContactAction
Create Custom FieldAction
Create DealAction
Create EmailAction
Create EventAction
Create LeadAction
Create NoteAction
Create ProfileAction
Create RoleAction
Create TagAction
Create TaskAction
Create UserAction
Deactivate UserAction
Delete AccountAction
Delete AttachmentAction
Delete CallAction
Delete ContactAction
Delete Custom FieldAction
Delete DealAction
Delete EventAction
Delete LeadAction
Delete NoteAction
Delete TagAction
Delete TaskAction
Delete UserAction
Delete WebhookAction
Execute Composite RequestAction
Link Related RecordAction
Make an API Calluniversal
Merge TagsAction
Reactivate UserAction
Set Profile for RoleAction
Subscribe to EventsAction
Update AccountAction
Update CallAction
Update ContactAction
Update Custom FieldAction
Update DealAction
Update EventAction
Update LayoutAction
Update LeadAction
Update NoteAction
Update OrganizationAction
Update ProfileAction
Update RoleAction
Update TagAction
Update TaskAction
Update UserAction
Update Webhook Retry SettingsAction
Templates
Look for Zoho CRM templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Bigin[2]Simple pipeline-based CRM for small businesses, by Zoho.
- CirqllSimple CRM for SMBs to manage contacts, deals, tasks, and customer follow-up.
- Capsule CRMCRM for contacts, sales pipelines, projects, and tasks.
- Close CRMSales CRM built for closing deals with calling and email built in.
- BloomerangNonprofit CRM — constituents, donations, campaigns, and households.
References
- WEXTL® Zoho CRM Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Zoho CRM.
- WEXTL® visual workflow builder data.
Last updated: Sep 3, 2026 17:53