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Zoho CRM Integration Guide

Last updated on Apr 06, 2026

Zoho CRM Integration Guide

This guide covers all Zoho CRM actions available in TexAu. Use these actions to manage leads, contacts, accounts, and deals in Zoho CRM.

All Zoho CRM actions in TexAu cost 0 credits. You only pay for the credits on your Zoho side.

Before you begin

  • A Zoho CRM account is required. Free and paid plans are both supported.
  • Connect Zoho CRM to TexAu using OAuth. Go to Settings > Integrations, find Zoho CRM, and click Connect with OAuth.
  • Sign in to your Zoho account in the window that opens and authorize TexAu.
  • The integration connects using the permissions of the authorizing user.

Lead actions

Search Leads

Searches Zoho CRM leads by name, email, or other criteria.

Input:

  • Search criteria (field name and value)

Output:

  • Array of matching leads with ID, name, email, phone

List Leads

Returns a list of leads from Zoho CRM.

Input:

  • Limit (optional)
  • Sort field (optional)

Output:

  • Array of leads

Get Lead by ID

Returns full details for a single lead.

Input:

  • Lead ID (required)

Output:

  • All lead fields

Create Lead

Creates a new lead record in Zoho CRM.

Input:

  • First Name, Last Name (required)
  • Email (optional)
  • Phone (optional)
  • Company (optional)
  • Job Title (optional)
  • Lead Source (optional)

Output:

  • Lead ID
  • Creation status

Update Lead

Updates fields on an existing lead.

Input:

  • Lead ID (required)
  • Fields to update

Output:

  • Update status

Delete Lead

Deletes a lead from Zoho CRM.

Input:

  • Lead ID (required)

Output:

  • Deletion status

Contact actions

Search Contacts

Searches contacts by name, email, or field value.

Input:

  • Search criteria

Output:

  • Array of matching contacts

List Contacts

Returns a list of contacts from Zoho CRM.

Input:

  • Limit (optional)

Output:

  • Array of contacts

Get Contact by ID

Returns full details for a single contact.

Input:

  • Contact ID (required)

Output:

  • All contact fields

Create Contact

Creates a new contact record in Zoho CRM.

Input:

  • Last Name (required)
  • First Name (optional)
  • Email (optional)
  • Phone (optional)
  • Account Name (optional)
  • Job Title (optional)

Output:

  • Contact ID
  • Creation status

Update Contact

Updates fields on an existing contact.

Input:

  • Contact ID (required)
  • Fields to update

Output:

  • Update status

Delete Contact

Deletes a contact from Zoho CRM.

Input:

  • Contact ID (required)

Output:

  • Deletion status

Account actions

Search Accounts

Searches accounts by name or field value.

Input:

  • Search criteria

Output:

  • Array of matching accounts

List Accounts

Returns a list of accounts.

Input:

  • Limit (optional)

Output:

  • Array of accounts

Get Account by ID

Returns full details for a single account.

Input:

  • Account ID (required)

Output:

  • All account fields

Create Account

Creates a new account (company) record.

Input:

  • Account Name (required)
  • Website (optional)
  • Industry (optional)
  • Phone (optional)
  • Billing City, Country (optional)

Output:

  • Account ID

Update Account

Updates an existing account record.

Input:

  • Account ID (required)
  • Fields to update

Output:

  • Update status

Delete Account

Deletes an account from Zoho CRM.

Input:

  • Account ID (required)

Output:

  • Deletion status

Deal actions

Search Deals

Searches deals by name or field value.

Input:

  • Search criteria

Output:

  • Array of matching deals

List Deals

Returns a list of deals.

Input:

  • Limit (optional)

Output:

  • Array of deals

Get Deal by ID

Returns full details for a single deal.

Input:

  • Deal ID (required)

Output:

  • All deal fields

Create Deal

Creates a new deal (opportunity) in Zoho CRM.

Input:

  • Deal Name (required)
  • Stage (required)
  • Amount (optional)
  • Close Date (optional)
  • Contact ID or Account ID (optional)

Output:

  • Deal ID

Update Deal

Updates fields on an existing deal.

Input:

  • Deal ID (required)
  • Fields to update

Output:

  • Update status

Delete Deal

Deletes a deal from Zoho CRM.

Input:

  • Deal ID (required)

Output:

  • Deletion status

Link Deal and Contact

Creates a relationship between a deal and a contact.

Input:

  • Deal ID (required)
  • Contact ID (required)

Output:

  • Link status

Unlink Deal and Contact

Removes the relationship between a deal and a contact.

Input:

  • Deal ID (required)
  • Contact ID (required)

Output:

  • Unlink status

Campaign actions

Get Campaigns

Returns a list of campaigns from Zoho CRM.

Input: None

Output:

  • Array of campaigns with ID and name

Link Record to Campaign

Associates a lead or contact with a campaign.

Input:

  • Record ID (required)
  • Record type (lead or contact)
  • Campaign ID (required)

Output:

  • Link status

Remove Record from Campaign

Removes a lead or contact from a campaign.

Input:

  • Record ID (required)
  • Record type
  • Campaign ID (required)

Output:

  • Removal status

Troubleshooting

Create Lead fails with "duplicate record". Zoho CRM checks for duplicates by email. Use Search Leads first to find existing records. Update if found; create if not.

The OAuth connection fails or shows "access denied". Your Zoho account may need additional API permissions. Ask your Zoho admin to review the API access settings. Reconnect with an account that has full API access.

Field updates are not appearing in Zoho CRM. Some fields have validation rules in Zoho CRM (e.g., a Stage field limited to specific values). Check that the value you are writing matches the accepted values in your Zoho CRM configuration.

I cannot see all my custom fields in the input options. Zoho CRM custom field names are case-sensitive and use internal API names. Use the Get Lead by ID or Get Contact by ID action on a test record to see the exact field names Zoho uses.