Zoho Crm Connector for AI Agents

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.

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daily active companies
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About this Connector

Connector for the Zoho CRM API, providing access to 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.

CRM

Sales Analytics

Customer Data

crm, sales pipeline, customer data

Version Information

Package version

0.1.0

Connector version

1.0.1

SDK commit

cd5fc5a29e9673aaaf8e744def8471502c809f5d

Support Open Source

Check us out on Github and join the Airbyte community

Github

Installation & Usage

Get started with the Zoho Crm connector in minutes

1

Install Package

Using uv or pip

bash

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uv pip install airbyte-agent-zoho-crm

2

Import

Initialize and use

python

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from airbyte_agent_zoho_crm import ZohoCrmConnector
from airbyte_agent_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)>",
        access_token="<OAuth 2.0 Access Token (auto-refreshed)>"
    )
)

3

Tool

Add tools to your agent

python

Copy
@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

Access all your Zoho Crm data through a unified API

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| Entity | Actions |\n|--------|---------|\n| Leads | [List](./REFERENCE.md#leads-list), [Get](./REFERENCE.md#leads-get), [Search](./REFERENCE.md#leads-search) |\n| Contacts | [List](./REFERENCE.md#contacts-list), [Get](./REFERENCE.md#contacts-get), [Search](./REFERENCE.md#contacts-search) |\n| Accounts | [List](./REFERENCE.md#accounts-list), [Get](./REFERENCE.md#accounts-get), [Search](./REFERENCE.md#accounts-search) |\n| Deals | [List](./REFERENCE.md#deals-list), [Get](./REFERENCE.md#deals-get), [Search](./REFERENCE.md#deals-search) |\n| Campaigns | [List](./REFERENCE.md#campaigns-list), [Get](./REFERENCE.md#campaigns-get), [Search](./REFERENCE.md#campaigns-search) |\n| Tasks | [List](./REFERENCE.md#tasks-list), [Get](./REFERENCE.md#tasks-get), [Search](./REFERENCE.md#tasks-search) |\n| Events | [List](./REFERENCE.md#events-list), [Get](./REFERENCE.md#events-get), [Search](./REFERENCE.md#events-search) |\n| Calls | [List](./REFERENCE.md#calls-list), [Get](./REFERENCE.md#calls-get), [Search](./REFERENCE.md#calls-search) |\n| Products | [List](./REFERENCE.md#products-list), [Get](./REFERENCE.md#products-get), [Search](./REFERENCE.md#products-search) |\n| Quotes | [List](./REFERENCE.md#quotes-list), [Get](./REFERENCE.md#quotes-get), [Search](./REFERENCE.md#quotes-search) |\n| Invoices | [List](./REFERENCE.md#invoices-list), [Get](./REFERENCE.md#invoices-get), [Search](./REFERENCE.md#invoices-search) |

Example Prompts

The Zoho Crm connector is optimized to handle prompts like these

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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 - 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

Use the Zoho Crm connector with any AI agent framework

🦜

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.

How do I authenticate with Zoho Crm?

The Zoho CRM connector supports OAuth 2.0 authentication. You must provide a Client ID, Client Secret, Refresh Token, and Access Token obtained from the Zoho Developer Console. The access token is auto-refreshed using the refresh token, which does not expire. Regional data center support is also available for US, EU, AU, IN, CN, and JP.

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?

No, the Zoho CRM connector currently supports read-only operations (List, Get, and Search) for all entities. Write operations such as creating leads, updating contacts, deleting deals, sending emails, converting leads, or merging contacts are not supported at this time.

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.

20,000+
community members
6,000+
daily active companies
2PB+
synced/month
900+
contributors