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# Zoho Crm
> Zoho Crm integration with Airweave
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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.
#### [View Source Code](https://github.com/airweave-ai/airweave/tree/main/backend/airweave/platform/sources/zoho_crm.py)
Explore the Zoho Crm connector implementation
### 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 |
| email | 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 |
| email | 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 |
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