Zoho Crm
Zoho Crm
This connector enables AI agents and RAG systems to retrieve context from Zoho Crm through Airweave’s unified search layer.
Configuration
Zoho CRM source connector integrates with the Zoho CRM REST API to extract CRM data.
Synchronizes comprehensive data from your Zoho CRM org including:
- Accounts (companies, organizations)
- Contacts (people)
- Deals (sales opportunities, pipelines)
- Leads (pre-qualified prospects)
- Products (product catalog)
- Quotes (sales proposals)
- Sales Orders (confirmed orders)
- Invoices (billing documents)
It provides access to all major Zoho CRM modules with proper OAuth2 authentication.
Authentication
This connector uses OAuth 2.0 authentication. You can connect through the Airweave UI or API using the OAuth flow.
Supported authentication methods:
- OAuth Browser Flow (recommended for UI)
- OAuth Token (for programmatic access)
- Auth Provider (enterprise SSO)
Configuration Options
This connector does not have any additional configuration options.
Data Models
The following data models are available for this connector:
ZohoCRMAccountEntity
Schema for Zoho CRM Account entities.
| Field | Type | Description |
|---|---|---|
| account_id | str | Unique Zoho CRM ID for the account. |
| account_name | str | Display name of the account. |
| created_time | datetime | When the account was created. |
| updated_time | datetime | When the account was last updated. |
| web_url_value | Optional[str] | URL to open the account in Zoho CRM. |
| website | Optional[str] | Account website URL |
| phone | Optional[str] | Account phone number |
| fax | Optional[str] | Account fax number |
| industry | Optional[str] | Account industry |
| annual_revenue | Optional[float] | Annual revenue |
| employees | Optional[int] | Number of employees |
| ownership | Optional[str] | Account ownership type |
| ticker_symbol | Optional[str] | Stock ticker symbol |
| description | Optional[str] | Account description |
| rating | Optional[str] | Account rating |
| parent_account_id | Optional[str] | ID of parent account |
| account_type | Optional[str] | Account type |
| billing_street | Optional[str] | Billing street address |
| billing_city | Optional[str] | Billing city |
| billing_state | Optional[str] | Billing state/province |
| billing_code | Optional[str] | Billing postal code |
| billing_country | Optional[str] | Billing country |
| shipping_street | Optional[str] | Shipping street address |
| shipping_city | Optional[str] | Shipping city |
| shipping_state | Optional[str] | Shipping state/province |
| shipping_code | Optional[str] | Shipping postal code |
| shipping_country | Optional[str] | Shipping country |
| account_number | Optional[str] | Account number |
| sic_code | Optional[str] | SIC code |
| owner_id | Optional[str] | ID of the user who owns the account |
| owner_name | Optional[str] | Name of the account owner |
| metadata | Dict[str, Any] | Additional metadata about the account |
ZohoCRMContactEntity
Schema for Zoho CRM Contact entities.
| Field | Type | Description |
|---|---|---|
| contact_id | str | Unique Zoho CRM ID for the contact. |
| contact_name | str | Display name of the contact. |
| created_time | datetime | When the contact was created. |
| updated_time | datetime | When the contact was last updated. |
| web_url_value | Optional[str] | URL to view the contact in Zoho CRM. |
| first_name | Optional[str] | Contact’s first name |
| last_name | Optional[str] | Contact’s last name |
| Optional[str] | Contact’s email address | |
| secondary_email | Optional[str] | Contact’s secondary email address |
| phone | Optional[str] | Contact’s phone number |
| mobile | Optional[str] | Contact’s mobile phone number |
| fax | Optional[str] | Contact’s fax number |
| title | Optional[str] | Contact’s job title |
| department | Optional[str] | Contact’s department |
| account_id | Optional[str] | ID of the associated account |
| account_name | Optional[str] | Name of the associated account |
| lead_source | Optional[str] | Source of the lead |
| date_of_birth | Optional[str] | Contact’s date of birth |
| description | Optional[str] | Contact description |
| owner_id | Optional[str] | ID of the user who owns the contact |
| owner_name | Optional[str] | Name of the contact owner |
| mailing_street | Optional[str] | Mailing street address |
| mailing_city | Optional[str] | Mailing city |
| mailing_state | Optional[str] | Mailing state/province |
| mailing_zip | Optional[str] | Mailing postal code |
| mailing_country | Optional[str] | Mailing country |
| other_street | Optional[str] | Other street address |
| other_city | Optional[str] | Other city |
| other_state | Optional[str] | Other state/province |
| other_zip | Optional[str] | Other postal code |
| other_country | Optional[str] | Other country |
| assistant | Optional[str] | Assistant’s name |
| asst_phone | Optional[str] | Assistant’s phone number |
| reports_to_id | Optional[str] | ID of the contact this contact reports to |
| email_opt_out | bool | Indicates whether the contact has opted out of email |
| metadata | Dict[str, Any] | Additional metadata about the contact |
ZohoCRMDealEntity
Schema for Zoho CRM Deal entities (pipelines).
| Field | Type | Description |
|---|---|---|
| deal_id | str | Unique Zoho CRM ID for the deal. |
| deal_name | str | Display name of the deal. |
| created_time | datetime | When the deal was created. |
| updated_time | datetime | When the deal was last updated. |
| web_url_value | Optional[str] | URL to view the deal in Zoho CRM. |
| account_id | Optional[str] | ID of the associated account |
| account_name | Optional[str] | Name of the associated account |
| contact_id | Optional[str] | ID of the associated contact |
| contact_name | Optional[str] | Name of the associated contact |
| amount | Optional[float] | Deal amount |
| closing_date | Optional[str] | Expected closing date |
| stage | Optional[str] | Sales stage |
| probability | Optional[float] | Probability percentage |
| expected_revenue | Optional[float] | Expected revenue |
| pipeline | Optional[str] | Pipeline name |
| campaign_source | Optional[str] | Campaign source |
| owner_id | Optional[str] | ID of the user who owns the deal |
| owner_name | Optional[str] | Name of the deal owner |
| lead_source | Optional[str] | Source of the lead |
| deal_type | Optional[str] | Deal type |
| next_step | Optional[str] | Next step in the sales process |
| description | Optional[str] | Deal description |
| reason_for_loss | Optional[str] | Reason for loss if deal was lost |
| metadata | Dict[str, Any] | Additional metadata about the deal |
ZohoCRMLeadEntity
Schema for Zoho CRM Lead entities.
Leads are pre-qualified prospects that haven’t been converted to contacts yet.
| Field | Type | Description |
|---|---|---|
| lead_id | str | Unique Zoho CRM ID for the lead. |
| lead_name | str | Display name of the lead. |
| created_time | datetime | When the lead was created. |
| updated_time | datetime | When the lead was last updated. |
| web_url_value | Optional[str] | URL to view the lead in Zoho CRM. |
| first_name | Optional[str] | Lead’s first name |
| last_name | Optional[str] | Lead’s last name |
| company | Optional[str] | Lead’s company name |
| Optional[str] | Lead’s email address | |
| phone | Optional[str] | Lead’s phone number |
| mobile | Optional[str] | Lead’s mobile phone number |
| fax | Optional[str] | Lead’s fax number |
| title | Optional[str] | Lead’s job title |
| website | Optional[str] | Lead’s website |
| lead_source | Optional[str] | Source of the lead |
| lead_status | Optional[str] | Current status of the lead |
| industry | Optional[str] | Lead’s industry |
| annual_revenue | Optional[float] | Annual revenue |
| no_of_employees | Optional[int] | Number of employees |
| rating | Optional[str] | Lead rating |
| description | Optional[str] | Lead description |
| street | Optional[str] | Street address |
| city | Optional[str] | City |
| state | Optional[str] | State/province |
| zip_code | Optional[str] | Postal code |
| country | Optional[str] | Country |
| owner_id | Optional[str] | ID of the user who owns the lead |
| owner_name | Optional[str] | Name of the lead owner |
| converted | bool | Whether the lead has been converted |
| email_opt_out | bool | Indicates whether the lead has opted out of email |
| metadata | Dict[str, Any] | Additional metadata about the lead |
ZohoCRMProductEntity
Schema for Zoho CRM Product entities.
Products represent items in the product catalog.
| Field | Type | Description |
|---|---|---|
| product_id | str | Unique Zoho CRM ID for the product. |
| product_name | str | Display name of the product. |
| created_time | datetime | When the product was created. |
| updated_time | datetime | When the product was last updated. |
| web_url_value | Optional[str] | URL to view the product in Zoho CRM. |
| product_code | Optional[str] | Product code/SKU |
| product_category | Optional[str] | Product category |
| manufacturer | Optional[str] | Product manufacturer |
| vendor_name | Optional[str] | Vendor name |
| unit_price | Optional[float] | Unit price |
| sales_start_date | Optional[str] | Sales start date |
| sales_end_date | Optional[str] | Sales end date |
| support_start_date | Optional[str] | Support start date |
| support_expiry_date | Optional[str] | Support expiry date |
| qty_in_stock | Optional[float] | Quantity in stock |
| qty_in_demand | Optional[float] | Quantity in demand |
| qty_ordered | Optional[float] | Quantity ordered |
| reorder_level | Optional[float] | Reorder level |
| commission_rate | Optional[float] | Commission rate |
| tax | Optional[str] | Tax information |
| taxable | bool | Whether the product is taxable |
| product_active | bool | Whether the product is active |
| description | Optional[str] | Product description |
| owner_id | Optional[str] | ID of the user who owns the product |
| owner_name | Optional[str] | Name of the product owner |
| metadata | Dict[str, Any] | Additional metadata about the product |
ZohoCRMQuoteEntity
Schema for Zoho CRM Quote entities.
Quotes are sales proposals sent to potential customers.
| Field | Type | Description |
|---|---|---|
| quote_id | str | Unique Zoho CRM ID for the quote. |
| quote_name | str | Display name/subject of the quote. |
| created_time | datetime | When the quote was created. |
| updated_time | datetime | When the quote was last updated. |
| web_url_value | Optional[str] | URL to view the quote in Zoho CRM. |
| quote_number | Optional[str] | Quote number |
| quote_stage | Optional[str] | Quote stage |
| account_id | Optional[str] | ID of the associated account |
| account_name | Optional[str] | Name of the associated account |
| contact_id | Optional[str] | ID of the associated contact |
| contact_name | Optional[str] | Name of the associated contact |
| deal_id | Optional[str] | ID of the associated deal |
| deal_name | Optional[str] | Name of the associated deal |
| valid_till | Optional[str] | Quote validity date |
| sub_total | Optional[float] | Subtotal amount |
| discount | Optional[float] | Discount amount |
| tax | Optional[float] | Tax amount |
| adjustment | Optional[float] | Adjustment amount |
| grand_total | Optional[float] | Grand total amount |
| carrier | Optional[str] | Carrier/shipper |
| shipping_charge | Optional[float] | Shipping charge |
| terms_and_conditions | Optional[str] | Terms and conditions |
| description | Optional[str] | Quote description |
| billing_street | Optional[str] | Billing street |
| billing_city | Optional[str] | Billing city |
| billing_state | Optional[str] | Billing state |
| billing_code | Optional[str] | Billing postal code |
| billing_country | Optional[str] | Billing country |
| shipping_street | Optional[str] | Shipping street |
| shipping_city | Optional[str] | Shipping city |
| shipping_state | Optional[str] | Shipping state |
| shipping_code | Optional[str] | Shipping postal code |
| shipping_country | Optional[str] | Shipping country |
| owner_id | Optional[str] | ID of the user who owns the quote |
| owner_name | Optional[str] | Name of the quote owner |
| metadata | Dict[str, Any] | Additional metadata about the quote |
ZohoCRMSalesOrderEntity
Schema for Zoho CRM Sales Order entities.
Sales Orders are confirmed orders from customers.
| Field | Type | Description |
|---|---|---|
| sales_order_id | str | Unique Zoho CRM ID for the sales order. |
| sales_order_name | str | Display name/subject of the sales order. |
| created_time | datetime | When the sales order was created. |
| updated_time | datetime | When the sales order was last updated. |
| web_url_value | Optional[str] | URL to view the sales order in Zoho CRM. |
| so_number | Optional[str] | Sales order number |
| status | Optional[str] | Sales order status |
| account_id | Optional[str] | ID of the associated account |
| account_name | Optional[str] | Name of the associated account |
| contact_id | Optional[str] | ID of the associated contact |
| contact_name | Optional[str] | Name of the associated contact |
| deal_id | Optional[str] | ID of the associated deal |
| deal_name | Optional[str] | Name of the associated deal |
| quote_id | Optional[str] | ID of the associated quote |
| quote_name | Optional[str] | Name of the associated quote |
| due_date | Optional[str] | Due date |
| sub_total | Optional[float] | Subtotal amount |
| discount | Optional[float] | Discount amount |
| tax | Optional[float] | Tax amount |
| adjustment | Optional[float] | Adjustment amount |
| grand_total | Optional[float] | Grand total amount |
| carrier | Optional[str] | Carrier/shipper |
| shipping_charge | Optional[float] | Shipping charge |
| excise_duty | Optional[float] | Excise duty |
| terms_and_conditions | Optional[str] | Terms and conditions |
| description | Optional[str] | Sales order description |
| billing_street | Optional[str] | Billing street |
| billing_city | Optional[str] | Billing city |
| billing_state | Optional[str] | Billing state |
| billing_code | Optional[str] | Billing postal code |
| billing_country | Optional[str] | Billing country |
| shipping_street | Optional[str] | Shipping street |
| shipping_city | Optional[str] | Shipping city |
| shipping_state | Optional[str] | Shipping state |
| shipping_code | Optional[str] | Shipping postal code |
| shipping_country | Optional[str] | Shipping country |
| owner_id | Optional[str] | ID of the user who owns the sales order |
| owner_name | Optional[str] | Name of the sales order owner |
| metadata | Dict[str, Any] | Additional metadata about the sales order |
ZohoCRMInvoiceEntity
Schema for Zoho CRM Invoice entities.
Invoices are billing documents sent to customers.
| Field | Type | Description |
|---|---|---|
| invoice_id | str | Unique Zoho CRM ID for the invoice. |
| invoice_name | str | Display name/subject of the invoice. |
| created_time | datetime | When the invoice was created. |
| updated_time | datetime | When the invoice was last updated. |
| web_url_value | Optional[str] | URL to view the invoice in Zoho CRM. |
| invoice_number | Optional[str] | Invoice number |
| invoice_date | Optional[str] | Invoice date |
| status | Optional[str] | Invoice status |
| account_id | Optional[str] | ID of the associated account |
| account_name | Optional[str] | Name of the associated account |
| contact_id | Optional[str] | ID of the associated contact |
| contact_name | Optional[str] | Name of the associated contact |
| deal_id | Optional[str] | ID of the associated deal |
| deal_name | Optional[str] | Name of the associated deal |
| sales_order_id | Optional[str] | ID of the associated sales order |
| sales_order_name | Optional[str] | Name of the associated sales order |
| due_date | Optional[str] | Payment due date |
| purchase_order | Optional[str] | Purchase order number |
| sub_total | Optional[float] | Subtotal amount |
| discount | Optional[float] | Discount amount |
| tax | Optional[float] | Tax amount |
| adjustment | Optional[float] | Adjustment amount |
| grand_total | Optional[float] | Grand total amount |
| shipping_charge | Optional[float] | Shipping charge |
| excise_duty | Optional[float] | Excise duty |
| terms_and_conditions | Optional[str] | Terms and conditions |
| description | Optional[str] | Invoice description |
| billing_street | Optional[str] | Billing street |
| billing_city | Optional[str] | Billing city |
| billing_state | Optional[str] | Billing state |
| billing_code | Optional[str] | Billing postal code |
| billing_country | Optional[str] | Billing country |
| shipping_street | Optional[str] | Shipping street |
| shipping_city | Optional[str] | Shipping city |
| shipping_state | Optional[str] | Shipping state |
| shipping_code | Optional[str] | Shipping postal code |
| shipping_country | Optional[str] | Shipping country |
| owner_id | Optional[str] | ID of the user who owns the invoice |
| owner_name | Optional[str] | Name of the invoice owner |
| metadata | Dict[str, Any] | Additional metadata about the invoice |
