Give agents tools for secure, real-time access to fetch, search, write, and sync across every system, with replication, entity mapping, and auth built-in.
About this Connector
The Zoho-Crm connector provides AI agents access to Zoho CRM modules including leads, contacts, accounts, deals, campaigns, tasks, events, calls, products, quotes, and invoices. Supports OAuth 2.0 authentication with regional data center support and both read and write operations.
CRM
Sales Analytics
Customer Data
Version Information
Package version
1.0.3
Connector version
1.0.3
SDK commit
unknown
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Installation & Usage
1
Install Package
Using uv or pip
bash
uv pip install airbyte-agent-sdk
2
Import
Initialize and use
python
from airbyte_agent_sdk.connectors.zoho_crm import ZohoCrmConnector
from airbyte_agent_sdk.connectors.zoho_crm.models import ZohoCrmAuthConfig
connector = ZohoCrmConnector(
auth_config=ZohoCrmAuthConfig(
client_id="<OAuth 2.0 Client ID from Zoho Developer Console>",
client_secret="<OAuth 2.0 Client Secret from Zoho Developer Console>",
refresh_token="<OAuth 2.0 Refresh Token (does not expire)>"
)
)3
Tool
Add tools to your agent
python
@agent.tool_plain # assumes you're using Pydantic AI
@ZohoCrmConnector.tool_utils
async def zoho_crm_execute(entity: str, action: str, params: dict | None = None):
return await connector.execute(entity, action, params or {})Supported Entities & Actions
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| Entity | Actions |\n|--------|---------|\n| Leads | [List](./REFERENCE.md#leads-list), [Create](./REFERENCE.md#leads-create), [Get](./REFERENCE.md#leads-get), [Update](./REFERENCE.md#leads-update), [Context Store Search](./REFERENCE.md#leads-context-store-search) |\n| Contacts | [List](./REFERENCE.md#contacts-list), [Create](./REFERENCE.md#contacts-create), [Get](./REFERENCE.md#contacts-get), [Update](./REFERENCE.md#contacts-update), [Context Store Search](./REFERENCE.md#contacts-context-store-search) |\n| Accounts | [List](./REFERENCE.md#accounts-list), [Create](./REFERENCE.md#accounts-create), [Get](./REFERENCE.md#accounts-get), [Update](./REFERENCE.md#accounts-update), [Context Store Search](./REFERENCE.md#accounts-context-store-search) |\n| Deals | [List](./REFERENCE.md#deals-list), [Create](./REFERENCE.md#deals-create), [Get](./REFERENCE.md#deals-get), [Update](./REFERENCE.md#deals-update), [Context Store Search](./REFERENCE.md#deals-context-store-search) |\n| Campaigns | [List](./REFERENCE.md#campaigns-list), [Get](./REFERENCE.md#campaigns-get), [Context Store Search](./REFERENCE.md#campaigns-context-store-search) |\n| Tasks | [List](./REFERENCE.md#tasks-list), [Create](./REFERENCE.md#tasks-create), [Get](./REFERENCE.md#tasks-get), [Update](./REFERENCE.md#tasks-update), [Context Store Search](./REFERENCE.md#tasks-context-store-search) |\n| Events | [List](./REFERENCE.md#events-list), [Get](./REFERENCE.md#events-get), [Context Store Search](./REFERENCE.md#events-context-store-search) |\n| Calls | [List](./REFERENCE.md#calls-list), [Get](./REFERENCE.md#calls-get), [Context Store Search](./REFERENCE.md#calls-context-store-search) |\n| Products | [List](./REFERENCE.md#products-list), [Get](./REFERENCE.md#products-get), [Context Store Search](./REFERENCE.md#products-context-store-search) |\n| Quotes | [List](./REFERENCE.md#quotes-list), [Get](./REFERENCE.md#quotes-get), [Context Store Search](./REFERENCE.md#quotes-context-store-search) |\n| Invoices | [List](./REFERENCE.md#invoices-list), [Get](./REFERENCE.md#invoices-get), [Context Store Search](./REFERENCE.md#invoices-context-store-search) |
Example Prompts
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List all leads - Show me details for a specific lead - List all contacts - List all accounts - List all open deals - Show me details for a specific deal - List all campaigns - List all tasks - List all events - List recent calls - List all products - List all quotes - List all invoices - Create a new lead named John Smith at Acme Corp - Update the status of lead to Contacted - Create a new contact with email jane@example.com - Create a new account called Global Industries - Create a deal called Enterprise License worth $50,000 - Update the deal stage to Closed Won - Create a task to follow up with the client - Update the task priority to High - Show me leads created in the last 30 days - Which deals have the highest amount? - List all contacts at a specific company - What is the total revenue across all deals by stage? - Show me overdue tasks - Which campaigns generated the most leads? - Summarize the deal pipeline by stage - Show me accounts with the highest annual revenue - List all events scheduled for this week - What are the top-performing products by unit price? - Show me all invoices that are past due - Break down leads by source and industry
Why Airbyte for AI Agents?
Built for production AI workloads with enterprise-grade reliability
Agent-Native Design
Structured, LLM-friendly schemas optimized for AI agent consumption with natural language query support.
Secure Authentication
Built-in OAuth 2.0 handling with automatic token refresh. No hard-coded credentials.
Production Ready
Battle-tested connectors with comprehensive error handling, logging, and retry logic.
Open Source
Fully open source under the MIT license. Contribute, customize, and extend freely.
Works with your favorite frameworks
🦜
LangChain
🦙
LlamaIndex
🤖
CrewAI
⚡
AutoGen
🧠
OpenAI Agents SDK
🔮
Claude Agents SDK
Frequently Asked Questions
Didn't find your answer? Please don't hesitate to reach out.
The Zoho CRM connector supports OAuth 2.0 authentication. You must provide a Client ID, Client Secret, and a Refresh Token obtained from the Zoho Developer Console. It also supports regional data centers (US, EU, AU, IN, CN, JP). In hosted mode, credentials are stored securely in Airbyte Cloud and you authenticate using your Airbyte client ID and secret.
Can I use this connector with any AI agent framework?
The connector is compatible with any Python-based AI agent framework including LangChain, LlamaIndex, CrewAI, Pydantic AI, and custom implementations.
Does this connector support write operations?
Yes, the Zoho CRM connector supports write operations. In addition to read operations (list and get) for all entities, it supports create and update operations for Leads, Contacts, Accounts, Deals, and Tasks. However, delete operations, lead conversion, contact merging, bulk CSV imports, and workflow rule creation are not currently supported.
How is this different from the Airbyte data connector?
Agent connectors are specifically designed for AI agents and LLM applications. They provide natural language interfaces, optimized response formats, and seamless integration with agent frameworks, unlike traditional ETL-focused connectors.
Will there be a platform for agent connectors?
The hosted version with secure credential storage through Airbyte Cloud is already available. See the hosted usage section in the documentation for setup instructions.
