Zoho CRM

Connect Zoho CRM so workflows can create and update Leads, Contacts, Accounts, and Deals, and react when records change.

Connect Zoho CRM so Workflows can create and update records, add notes and tags, convert leads, and start automatically when something changes in Zoho.

Works with Zoho CRM accounts in any data center.

What you can do

Triggers

Events in Zoho that start a workflow. A webhook is registered automatically for each trigger you use.

TriggerWhen it fires
Record CreatedA new record is created in the module you select (Leads, Contacts, Accounts, Deals, and others).
Field ChangedA field value changes on a record in the selected module.
Record DeletedA record is deleted in the selected module.
Lead ConvertedA lead is converted to a contact, account, or deal.
User CreatedA new active user is added to the connected Zoho CRM org.

Record triggers include {{recordId}}, {{recordName}}, {{email}}, {{recordUrl}}, and field values you can insert as {{fields.Email}}.

Actions

ActionWhat it does
Create recordCreate a record in a Zoho module and fill in fields.
Update recordUpdate fields on an existing record.
Upsert recordCreate or update by a unique field (default Email).
Find recordFind a record by one or two field values.
Get recordLoad a record by ID.
Add noteAdd a note to a record.
Add / remove tagTag or untag a record.
Convert leadConvert a lead to a contact, account, and optional deal.
Relate recordLink two records (for example, a contact to an account).
Add attachmentAttach a public file URL to a record.
Delete recordPermanently delete a record.

Selectors load your live modules, fields, tags, and related lists, so you do not need Zoho IDs.

How to connect

  1. Open Dashboard → Integrations → Zoho CRM.
  2. Click Connect.
  3. Sign in to Zoho and approve access.
  4. You return to Link AI with Zoho connected. Modules and fields now load in workflow triggers and actions.

Permissions requested

  • Read modules and fields
  • Create and update records
  • Add notes
  • Subscribe to record notifications

Build a workflow

Typical pattern: find or create the CRM record, then notify someone or update Link AI.

Example: new form submission → Zoho lead

  1. Trigger: Form Submitted
  2. Upsert record on Leads, matching Email, with name and source from the form
  3. Send Email via Gmail to your sales inbox with {{zoho_record_url}}

Example: Zoho deal created → follow up

  1. Trigger: Zoho CRM Record Created on Deals
  2. AI Transform: draft a short congratulations note
  3. Add note on that deal
  4. Send to Ally: "A new deal was created: {{recordName}}"

Leave module and field IDs blank when you ask Ally to generate the workflow. Pick the real module and fields in the editor.

Action outputs

Use these in later steps and conditions:

VariableFrom
{{zoho_record_id}}, {{zoho_record_url}}, {{zoho_record_name}}Create, update, upsert, find, get
{{zoho_found}}Find / get (true or false)
{{zoho_created}}Upsert (true when a new record was created)
{{zoho_note_id}}Add note
{{zoho_contact_id}}, {{zoho_account_id}}, {{zoho_deal_id}}Convert lead
{{zoho_attachment_id}}Add attachment
{{email}}, {{fields.Email}}Find / get, and most record triggers

Troubleshooting

  • Modules or fields do not load: Reconnect Zoho CRM. Confirm the Zoho user can see those modules in Zoho.
  • Trigger never fires: The workflow must be Active. Link AI registers a Zoho webhook for that trigger automatically. Edit and save the trigger if you changed the module.
  • Find record returns nothing: Check the module and the field you search on. Email matching is the most reliable unique key.
  • Wrong data center: Zoho OAuth follows the account you sign in with. Use the same Zoho org you work in day to day.

Next steps

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