Last updated: 4 July 2026

Zoho CRM

Zoho CRM

Beta
Auth: OAuth (Connect Link) · Plans: Business, Enterprise · Tools: 5 · Category: CRM & Support

Query and create records across any Zoho CRM module through your AI assistant.

Who needs this: Small to mid-market businesses running Zoho CRM who want AI-assisted sales and customer data access.

Example questions once connected

  • Show me all deals closing this month
  • Find the contact record for Peter Mwangi
  • How many leads did we get from the trade fair campaign?
  • Convert lead ID 1234567 to a contact and account

Step-by-step setup

  1. Open the connector in your Msharti dashboard. Go to Connectors → Zoho CRM → Connect. Msharti creates a unique OAuth link. Click Open in Browser.
  2. Log in with your Zoho account. A consent screen lists what Msharti can access. Review the permissions and click Accept or Continue.
  3. Confirm the connection in Msharti. You will be redirected back to the dashboard. The connector shows Connected with a green dot. Tokens are stored securely and refreshed automatically.

Tool reference

These are the tools the AI can call on this connector. Each tool fires automatically when you ask a relevant question.

get_records() Retrieve records from any Zoho CRM module with optional filters.
Inputs module_name, optional: criteria, fields, sort, page
Try asking "Get all open deals above KES 200,000 in the pipeline"
Returns 5 deals. Largest: "Britam Holdings — Q3" KES 1.1M, Stage: Negotiation.
create_record() Create a new record in a specified Zoho CRM module.
Inputs module_name, field_values
Try asking "Create a lead: Sarah Kinyua, [email protected], company TechCo Kenya"
Returns Lead created: Sarah Kinyua (TechCo Kenya). ID: 4892011000001234567. Assigned to default owner.
convert_lead() Convert a lead to an Account, Contact, and optionally a Deal.
Inputs lead_id, optional: create_deal, deal_name, deal_stage
Try asking "Convert lead 4892011000001234567 and create a deal at Qualification stage"
Returns Lead converted. Account: TechCo Kenya. Contact: Sarah Kinyua. Deal: "TechCo Kenya Opportunity" created at Qualification.

Limits

  • Uses OAuth — connect via the dashboard without needing Zoho API credentials.
  • Module access is limited to what the connected user's Zoho role permits.

Related connectors

SF
Salesforce
Query opportunities, accounts, pipeline summaries, and activities in Salesforce CRM.
 HS
HubSpot
Query contacts, deals, companies, and activity history in HubSpot CRM.
Need help? [email protected] — Nairobi-based, same time zone.