Use Zoho from Claude
Add the Zoho connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorZoho
Zoho integration for Claude and Codex
Create a Zoho connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Zoho from Codex
Add the Zoho connection to a Space that runs Codex, then use it from every channel in that Space.
Use Zoho from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Zoho connector can do
Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations
One connection, many Spaces
Connect Zoho once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Representative actions
- Convert Zoho CRM Lead
Converts a lead into a contact, account, and optionally a deal in Zoho CRM.
- Create Zoho CRM Record
Creates new records in a specified module in Zoho CRM. Bulk operations may partially succeed — inspect each item's status field in the response, as some records may be created while others fail.
- Create Zoho CRM Tag
Creates a new tag in Zoho CRM for a specific module. Tags help organize and categorize CRM records. Each module can have up to 100 tags, and each record can have up to 10 tags assigned. Tags must have unique names within a module and can be assigned custom colors from a predefined palette. Creating a tag does not apply it to any records; use separate update actions to assign the tag to records. Use this action to create standardized tags for lead scoring, deal stages, customer segments, or any custom categorization needs in your CRM workflow.
- Get Zoho CRM Module Fields Metadata
Retrieves field metadata for a Zoho CRM module including API names, data types, permissions, and configuration details. Use this tool to discover correct field names and types before creating or updating records, avoiding INVALID_DATA errors. Returns information about standard fields, custom fields, lookup fields, picklist options, and field-level permissions.
- Get Zoho CRM Related Lists Metadata
Retrieves related list metadata for a Zoho CRM module to discover correct api_name values. Use this before updating related records to avoid INVALID_DATA errors from incorrect related_list_api_name. Returns api_name, display_label, href, and other details for each related list available in the module.
Connection
API and auth details
Zoho exposes product-specific REST APIs across CRM, Inventory, Books, Sign, Creator, and other Zoho apps. Official docs describe predictable resource URLs, OAuth/API-console setup, organization identifiers, regional data centers, and operations for records such as invoices, contacts, deals, and inventory resources.
- Source
- Type catalog metadata
- Auth schemes
- OAuth
- Official site
- https://www.zoho.com/developer/
FAQ
Questions people ask before connecting Zoho
Can Claude use Zoho?
Yes. Add a Zoho connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with Zoho through Type?
Yes. Add a Zoho connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a Zoho MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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