Zoho CRM | Smallest AI Docs

Connect Zoho CRM so your agent can look up leads, create new ones and keep them current from every conversation.

At a glance


Authentication	OAuth 2.0 (sign in with Zoho)
Asked at connect	Your Zoho data center region
Objects	Lead (search, get, create, update) · Contact (get) · Deal (get)
Works with	Single-prompt agents

Before you connect

A Zoho CRM account. Signing in with a Zoho account that has no Zoho CRM organization doesn’t work: Zoho has no CRM to connect to. Free and trial editions work. Sign up for Zoho CRM in your data center first if you haven’t.
API access for your profile. The connecting user’s profile needs the Zoho CRM API Access permission (Setup → Security Control → Profiles). Administrators have it by default.
A supported data center. India, United States, Europe, Australia, Japan, Canada and Saudi Arabia are supported. The United Kingdom and China data centers aren’t yet.

Connect Zoho CRM

Open Zoho on the Integrations page

Open the Integrations page in the dashboard and click Connect next to Zoho.

Pick your data center

On the Configure tab, choose the Data center region your Zoho account lives in. To check, sign in to Zoho CRM and look at the address bar, for example crm.zoho.eu for Europe:

Region	Zoho accounts domain
India (.in)	`accounts.zoho.in`
United States (.com)	`accounts.zoho.com`
Europe (.eu)	`accounts.zoho.eu`
Australia (.com.au)	`accounts.zoho.com.au`
Japan (.jp)	`accounts.zoho.jp`
Canada (.ca)	`accounts.zohocloud.ca`
Saudi Arabia (.sa)	`accounts.zoho.sa`

Add the tools to your agent

When you see Zoho connected successfully, click Go to Tools. Click Add tool → Integration tool, choose Zoho, tick the tools this agent needs, and click Add tools. From inside an agent, use Add tool → New tool → Integration tool instead.

Tools

Tool	Function name	What it does
Search records	`zoho_search_records`	Finds leads by phone number, email or name
Get lead	`zoho_get_lead`	Reads a lead’s full record
Create lead	`zoho_create_lead`	Creates a new lead
Update lead	`zoho_update_lead`	Changes fields on an existing lead
Get contact	`zoho_get_contact`	Reads a contact by its record ID
Get deal	`zoho_get_deal`	Reads a deal by its record ID

Fields

Search records

Field	Required	What the agent sends
`query`	Yes	A phone number, email or name to search for

Searches the Leads module. Zoho needs at least two characters and rejects special characters such as +, so tell the agent to search by name, or by the phone number’s digits only.

Get lead · Get contact · Get deal

Field	Required	What the agent sends
`record_id`	Yes	The Zoho record ID, for example `3652397000000562046`

Create lead · Update lead

Update lead also needs the lead’s record_id. Every other field is optional.

Field	Label	Pinnable
`First_Name`	First name
`Last_Name`	Last name
`Company`	Company
`Email`	Email
`Phone`	Phone
`Lead_Source`	Lead source	Yes
`Lead_Status`	Lead status	Yes
`Owner`	Owner ID	Yes

Zoho always requires Last name on a new lead, and requires Company by default. Your layout may require more fields. Tell the agent to collect them before it calls Create lead.

Pin the values that never change

Field	Typical pin	Why
`Lead_Source`	`Voice Agent`	Every lead from this agent is attributed correctly
`Lead_Status`	`Not Contacted`	New leads land in your team’s queue
`Owner`	Your rep’s user ID	Leads are assigned automatically

How it works on a call

Identify the caller

Search records with the caller’s number or email returns the lead’s ID.

Read what you already know

Get lead returns the full record, so the agent skips questions you’ve already answered.

Capture or update

New callers get Create lead; known ones get Update lead with what changed.

Limits

Search covers Leads only. Contacts and deals are read by ID.
One Zoho account per organization. To switch account or region, click Disconnect, then Connect again.

Troubleshooting

'Could not connect Zoho', or every call fails with 'The token does not bind to any CRM account'

The Zoho account you signed in with has no Zoho CRM organization. Sign up for Zoho CRM with that account (the free edition works), or sign in with an account that has it. Then click Disconnect if Zoho shows as connected, and Connect again.

A Zoho tool shows Reconnect on the Tools page

Zoho access was revoked. This also happens when the same Zoho user connects Smallest AI more than 20 times, for example from many organizations: Zoho keeps only the 20 newest connections per user. Click Reconnect and sign in again. Your tools and pins are kept.

Create or update fails with 'Provider rejected the request: HTTP 400'

Zoho refused the record. Zoho doesn’t say which field caused it, so check the required fields in your Leads layout. The usual cause is a new lead without a field your layout requires, such as Last name. Update the condition prompt so the agent collects them first.

I picked the wrong region

Click Disconnect, then Connect again and choose the region shown in your Zoho CRM address bar.

Integrations overview

Connecting, pinning fields and disconnecting

Salesforce

Leads, accounts and opportunities