Pipeline updates written straight into Zoho CRM.

A deal marked as won gets its onboarding call scheduled on the same record, and a name and email address are enough to add a new lead to Zoho CRM.

What it is

Zoho's ready-made Zoho CRM connector for Claude. It links Claude to your Zoho CRM organization so it can read your records and act on them. Zoho also lets you build your own connector with exactly the actions you pick.

What you get

Leads, contacts, accounts and deals looked up, created and updated
Deals moved on, such as marked as won, with follow-up calls and meetings logged
Tasks, calls, events and notes added to records

Requirements

A Zoho CRM account; you sign in to your Zoho CRM organization when you connect. The sign-in asks for permission to read, create, update and delete records across your CRM modules, and the connector acts only as far as your own Zoho permissions allow. Zoho asks you to get your organization admin's approval before acting through it. It can delete records, so read what it is about to change before you approve it.

Setup effort

Admin enables it, then paste and authorize — add the endpoint to your client, then approve the OAuth consent screen