Use Zoho from Claude Code
Bring Zoho context into engineering work while Type keeps app access attached to the teammate and workspace.
AI agent integrationZoho
Zoho integration for multiplayer collaboration with AI agents using Claude Code or Codex
One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Zoho never means pasting credentials into a prompt.
CategorySales & CRM
Automate Zoho with Codex
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Connect open agent workflows
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
Sales & CRM
What the Zoho integration exposes
Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations
One connection, many teammates
Connect Zoho once, then decide which teammates can use it for threads, automations, skills, 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 Code use Zoho?
Yes. Type lets an AI teammate use connected Zoho actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.
Can Codex work with Zoho through Type?
Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Zoho catalog entry includes public integration details and example capabilities where available.
Is this the same as a Zoho MCP server?
Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.
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