Home Action Reference Zoho CRM Extended Actions (Part 1)

Zoho CRM Extended Actions (Part 1)

Last updated on Apr 01, 2026

Fetch, Search, and Manage Records in Zoho CRM

This article covers all read, search, create, update, delete, association, and campaign actions for Zoho CRM in TexAu, spanning leads, contacts, deals, and accounts.

Before you begin

  • Zoho CRM account with API access enabled

  • OAuth2 connection configured in TexAu at Settings > Integrations > Zoho CRM

  • Record IDs for single-record actions: retrieve these from List or Search actions first, or export them directly from Zoho CRM

Get a Single Record

Get Lead by ID (Zoho CRM)

Integration: Zoho CRM | Credits: 0 | Category: CRM

Returns all standard fields for one lead record using its Zoho Record ID.

Inputs

Field Required Notes
Lead ID Yes 19-digit Zoho Record ID

Outputs

Field Description
Lead ID Zoho Record ID
First Name / Last Name / Full Name Name fields
Company Company name
Designation Job title
Email / Secondary Email Email addresses
Phone / Mobile / Fax Phone fields
Website Company website URL
Lead Source / Lead Status Acquisition source and current status
Industry Industry classification
No. of Employees / Annual Revenue Firmographic data
Rating Lead rating label
Email Opt Out Boolean: whether contact opted out of email
Skype ID / Twitter Social handles
Street / City / State / Zip Code / Country Address fields
Description Notes field
Is Converted Boolean: whether lead was converted
Converted Account / Contact / Deal / Date Conversion details (populated if converted)
Owner ID / Owner Name Record owner
Created By ID / Name / Modified By ID / Name Audit fields
Created Time / Modified Time / Last Activity Time Timestamps
Record Status / Is Locked Record state flags

Use cases

  • Agency: Pull lead details into a workflow to verify status before passing a contact to a client campaign.

  • Founder-led team: Check whether a lead was already converted before sending outbound: avoid messaging existing customers.

  • RevOps: Audit lead records for completeness: flag records missing email or phone for follow-up enrichment.

  • GTM engineer: Use the Lead ID output from a search or list action as the input to this action in a multi-step workflow.

Get Deal by ID (Zoho CRM)

Integration: Zoho CRM | Credits: 0 | Category: CRM

Returns all standard fields for one deal record using its Zoho Record ID.

Inputs

Field Required Notes
Deal ID Yes 19-digit Zoho Record ID

Outputs

Field Description
Deal ID / Deal Name Identifier and display name
Account ID / Account Name Associated company record
Contact ID / Contact Name Primary contact on the deal
Stage Current pipeline stage label
Amount / Expected Revenue / Probability Financial and forecast values
Closing Date Target close date
Type / Lead Source / Campaign Source Deal classification
Next Step Freeform next action note
Description Deal notes
Owner ID / Name / Email Record owner details
Created By / Modified By Audit fields
Created Time / Modified Time / Stage Modified Time / Last Activity Time All timestamps
Overall Sales Duration / Sales Cycle Duration Duration metrics in days
Reason for Loss Populated if deal was marked Lost
Record Status / Is Locked Record state flags

Use cases

  • Agency: Pull deal stage and close date for each deal in a client pipeline to build a weekly summary report.

  • Founder-led team: Before following up, check whether a deal has logged recent activity: avoid interrupting an active sales cycle.

  • RevOps: Export sales cycle duration and amount for velocity analysis across deal segments.

  • GTM engineer: Use deal stage and amount as conditional inputs: route different enrichment or outreach actions depending on deal size.

List All Records

List Contacts (Zoho CRM)

Integration: Zoho CRM | Credits: 0 | Category: CRM

Fetches contacts from Zoho CRM with pagination. Returns up to 10,000 records in pages of 25.

Inputs

Field Required Notes
Limit No Records per page, must be a multiple of 25 (default: 25)
Sort By No id, Created_Time, or Modified_Time
Sort Order No desc (default) or asc

Outputs

Field Description
Contact ID Zoho Record ID
First Name / Last Name Name fields
Email / Secondary Email Email addresses
Phone / Mobile / Home Phone / Other Phone Phone fields
Fax Fax number
Title Job title
Department Department name
Account Name / Account ID Associated account
Lead Source Acquisition source
Date of Birth Date of birth
Assistant / Assistant Phone Assistant details
Skype ID / Twitter Handle Social handles
Description Notes field
Email Opt Out Boolean, whether contact opted out of email
Mailing Street / City / State / Zip / Country Mailing address fields
Other Street / City / State / Zip / Country Alternate address fields
Owner ID / Owner Name Record owner
Created By ID / Name / Modified By ID / Name Audit fields
Created Time / Modified Time Timestamps

Use cases

  • Agency: Export a client's full contact list and run enrichment to fill in missing phone numbers or job titles before a campaign launch.

  • Founder-led team: Pull all contacts sorted by Created Time and enrich the newest records first to keep your pipeline data fresh.

  • RevOps: Load all contacts into a TexAu table, score them for completeness, and route incomplete records to a fill-in workflow.

  • GTM engineer: Schedule a daily pull of contacts modified in the last 24 hours to sync changes downstream to a data warehouse or Slack notification.

List Accounts (Zoho CRM)

Integration: Zoho CRM | Credits: 0 | Category: CRM

Fetches accounts from Zoho CRM with pagination. Returns standard account fields including company details, billing addresses, and ownership information.

Inputs

Field Required Notes
Sort By No id, Created_Time, or Modified_Time
Sort Order No desc (default) or asc
Limit No Must be a multiple of 25 (default: 25)

Outputs

Field Description
Account ID Zoho Record ID
Account Name Company name
Phone Company phone
Website Company website URL
Account Type Account classification (Customer, Prospect, Partner, etc.)
Ownership Ownership type (Public, Private, etc.)
Industry Industry classification
Employees Count Number of employees
Annual Revenue Annual revenue amount
Billing City Billing city
Account Owner Record owner name
Has More Records Boolean, indicates whether additional pages exist

Use cases

  • Agency: Pull a full account list for a client to match against a suppression file before launching an outbound campaign.

  • Founder-led team: List all accounts and filter by industry in TexAu to identify target verticals.

  • RevOps: Export all accounts for data quality auditing. Flag accounts missing annual revenue or employee count for enrichment.

  • GTM engineer: Combine with Search Accounts to first list all accounts, then search specific segments for targeted outreach.

List Leads (Zoho CRM)

Integration: Zoho CRM | Credits: 0 | Category: CRM

Fetches leads from Zoho CRM with pagination. Returns up to 10,000 records in pages of 25.

Inputs

Field Required Notes
Limit No Records per page: must be a multiple of 25 (default: 25)
Sort By No id, Created_Time, or Modified_Time
Sort Order No desc (default) or asc

Outputs

Returns all fields from Get Lead by ID above, applied to each record in the result set, plus:

Field Description
Total Count (Page) Number of records returned on the current page

Use cases

  • Agency: Export a client's full lead list to match against a suppression file before launching a campaign.

  • Founder-led team: Pull all leads sorted by Created Time to run enrichment on the most recently added records first.

  • RevOps: Load all leads into a TexAu table, score them for completeness, and route incomplete records to a fill-in workflow.

  • GTM engineer: Schedule a daily pull of leads modified in the last 24 hours to sync changes downstream to a data warehouse or Slack notification.

List Deals (Zoho CRM)

Integration: Zoho CRM | Credits: 0 | Category: CRM

Fetches deals from Zoho CRM with pagination. Returns up to 10,000 records in pages of 25.

Inputs

Field Required Notes
Limit No Must be a multiple of 25 (default: 25)
Sort By No id, Created_Time, or Modified_Time
Sort Order No desc (default) or asc

Outputs

Field Description
Deal ID / Deal Name Identifier and name
Stage / Amount / Probability Pipeline metrics
Expected Revenue / Closing Date Forecast data
Contact ID + Name / Account ID + Name Associated records
Deal Type / Next Step / Lead Source / Campaign Source Classification fields
Description / Pipeline Notes and pipeline name
Owner ID / Owner Name Deal owner
Created By / Modified By Audit fields
Created Time / Modified Time Timestamps

Use cases

  • Agency: Pull a full pipeline export by account to prepare a client QBR summary.

  • Founder-led team: List all open deals sorted by Modified Time to identify which opportunities have gone quiet.

  • RevOps: Segment deals by stage for pipeline coverage analysis: compare number of deals and total value at each stage.

  • GTM engineer: Pull deals closing in the next 30 days and auto-enrich associated contact information before your AEs start outreach.

Search Records

Search Contacts (Zoho CRM)

Integration: Zoho CRM | Credits: 0 | Category: CRM

Searches contact records using a keyword, email, phone number, or field-level criteria. The Search Word field is required.

Inputs

Field Required Notes
Search Word Yes Keyword match across indexed contact text fields
Email Address No Match by email associated with the contact
Phone Number No Match by phone number
Search Criteria No Filter builder, up to 10 conditions across 26 contact fields (First Name, Last Name, Email, Phone, Account Name, Job Title, Department, Lead Source, Mailing/Other address fields, etc.)
Limit No Must be a multiple of 25 (default: 25)

Outputs

Field Description
Contact ID Zoho Record ID
First Name / Last Name / Full Name Name fields
Email / Secondary Email Email addresses
Phone / Mobile / Home Phone / Other Phone / Fax Phone fields
Job Title / Department Professional details
Account ID / Account Name Associated account
Lead Source Acquisition source
Date of Birth / Salutation Personal details
Assistant / Assistant Phone Assistant details
Category Contact category
Description Notes field
Email Opt Out Boolean, whether contact opted out of email
Skype ID / Twitter Social handles
Reporting To / Vendor Name Relationship fields
Mailing Address / Street / City / State / Zip / Country / Coordinates / Latitude / Longitude Full mailing address with geolocation
Other Address / Street / City / State / Zip / Country / Coordinates / Latitude / Longitude Full alternate address with geolocation
Is Duplicate Boolean duplicate flag
Is Locked / Record Status / Record Image Record state fields
Unsubscribed Mode / Unsubscribed Time Unsubscribe details
Nearby Distance Proximity data
Owner ID / Name / Email Record owner details
Created By ID / Name / Email Creator audit fields
Modified By ID / Name / Email Modifier audit fields
Created Time / Modified Time / Last Activity Time Timestamps

Use cases

  • Agency: Search for contacts by email to check whether a prospect already exists in a client's CRM before creating a new record.

  • Founder-led team: Find all contacts at a specific company by searching the Account Name to prepare for an upcoming meeting.

  • RevOps: Search by Lead Source to pull contacts from a specific acquisition channel and analyze conversion rates.

  • GTM engineer: Use Search Criteria to find contacts missing key fields (e.g., Email_Opt_Out equals false and Phone not_equal "") and route them to an enrichment workflow.

Search Deals (Zoho CRM)

Integration: Zoho CRM | Credits: 0 | Category: CRM

Searches deal records using a keyword, field-level criteria, email, or phone number. All inputs are optional: at least one should be provided.

Inputs

Field Required Notes
Search Word No Keyword match across indexed text fields
Search Criteria No Filter builder: up to 10 conditions across 16 deal fields (Deal Name, Stage, Amount, Closing Date, Pipeline, etc.)
Email Address No Match by email associated with the deal
Phone Number No Match by phone number
Limit No Must be a multiple of 25 (default: 25)

Outputs

Returns the same deal fields as List Deals (Zoho CRM).

Use cases

  • Agency: Find all deals in a specific stage (e.g., Stage equals Proposal) before scheduling follow-up tasks.

  • Founder-led team: Search by company name to check whether an account already has an open deal: avoid creating duplicates after a meeting.

  • RevOps: Filter deals by closing date range to build a weekly forecast report.

  • GTM engineer: Search by lead source to pull deals originating from a specific channel, then trigger tailored follow-up sequences based on intent source.

Search Accounts (Zoho CRM)

Integration: Zoho CRM | Credits: 0 | Category: CRM

Searches account records by company name, email, phone, or field criteria. The Search Word field is required.

Inputs

Field Required Notes
Search Word Yes Keyword match across indexed account fields
Email Address No Match by email associated with the account
Phone Number No Match by phone number
Search Criteria No Filter builder: up to 10 conditions across 23 account fields (Account Name, Industry, Revenue, Employees, Account Type, Billing/Shipping address fields, etc.)
Limit No Must be a multiple of 25 (default: 25)

Outputs

Returns account ID, name, account number, account site, account type, annual revenue, employee count, industry, rating, ownership, SIC code, ticker symbol, parent account, phone, fax, website, full billing address (street, city, state, postal code, country, coordinates), full shipping address (same fields), record image URL, record status, lock status, last activity time, nearby distance, and owner/created by/modified by details with timestamps.

Use cases

  • Agency: Look up a company by name to get the Zoho Account ID before creating a deal or linking a contact.

  • Founder-led team: Find all accounts in a specific industry and pull their website URLs as input for a company enrichment step.

  • RevOps: Audit account records for missing fields: identify accounts without annual revenue or an assigned owner.

  • GTM engineer: Resolve account IDs from a company name or domain input so downstream write actions can associate enriched data with the correct Zoho record.

Get a Single Account

Get Account by ID (Zoho CRM)

Integration: Zoho CRM | Credits: 0 | Category: CRM

Returns all standard fields for one account record using its Zoho Record ID.

Inputs

Field Required Notes
Account ID Yes 19-digit Zoho Record ID

Outputs

Field Description
Account ID Zoho Record ID
Account Name Company name
Account Number Reference number
Account Site Site or location
Account Type Classification (Customer, Prospect, Partner, etc.)
Industry Industry classification
Annual Revenue Annual revenue amount
Rating Account rating label
Phone / Fax Phone fields
Website Company website URL
Ticker Symbol Stock ticker
Ownership Ownership type (Public, Private, etc.)
Employees Employee count
SIC Code Standard Industrial Classification code
Billing Street / City / State / Code / Country Billing address fields
Shipping Street / City / State / Code / Country Shipping address fields
Description Notes field
Owner ID / Owner Name / Owner Email Record owner details
Parent Account ID / Parent Account Name Parent account details
Created By ID / Name / Modified By ID / Name Audit fields
Record Status / Is Locked Record state flags
Created Time / Modified Time / Last Activity Time Timestamps

Use cases

  • Agency: Pull account details into a workflow to verify industry and company size before segmenting for a client campaign.

  • Founder-led team: Check whether an account has a parent company relationship before scheduling outreach to avoid messaging the same organization twice.

  • RevOps: Audit account records for completeness. Flag records missing annual revenue, employee count, or billing address for follow-up enrichment.

  • GTM engineer: Use the Account ID output from a list or search action as the input to this action in a multi-step workflow to enrich account data before syncing downstream.

Account Management

Create Account (Zoho CRM)

Integration: Zoho CRM | Credits: 0 | Category: CRM

Creates a new account record in Zoho CRM, including company details, billing address, and shipping address. Requires an Account Name.

Inputs

Field Required Notes
Account Name Yes Company name (mandatory in Zoho CRM)
Account Site No Site or location
Parent Account ID No 19-digit Zoho Record ID of the parent account
Account Number No Reference number
Account Type No Analyst, Competitor, Customer, Distributor, Integrator, Investor, Other, Partner, Press, Prospect, Reseller, Supplier, or Vendor
Industry No Select from predefined list (Technology, Financial Services, Education, Manufacturing, etc.)
Annual Revenue No Annual revenue amount
Rating No Acquired, Active, Market Failed, Project Cancelled, or Shut Down
Phone Number No Primary phone
Fax No Fax number
Website No Company website URL
Ticker Symbol No Stock ticker
Ownership No Private, Public, Subsidiary, Partnership, Government, or Other
Employees No Employee count
SIC Code No Standard Industrial Classification code
Billing Street / City / State / Code / Country No Billing address fields
Shipping Street / City / State / Code / Country No Shipping address fields
Description No Notes or description

This article continues in Part 2. Search for the article title with "Part 2" to find the rest.