Zoho CRM

Customer relationship management software

Sales & CRM

Connect it

In Keystile Automations → Connections → New connection, choose Zoho CRM and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.

Try it from your AI tool

Using Keystile, in Zoho CRM: delete note (Deletes a note).

What it can do (40 actions)

Action	What it does	Changes data
Add Note	Adds a note to a record.	Yes
Add Tags	Adds tags to one or more records.	Yes
Add Tags to Record	Adds existing or new tags to a record. New tag names are created first.	Yes
Attach Link	Attaches a URL to a record as a link attachment.	Yes
Convert Lead	Converts a lead into a contact and account, and optionally a deal.	Yes
Create Contact	Creates a contact.	Yes
Create Deal	Creates a deal.	Yes
Create Email Draft	Saves an email draft on a record without sending it.	Yes
Create Event	Creates a calendar event (meeting).	Yes
Create Lead	Creates a lead.	Yes
Create Note	Adds a note to a record.	Yes
Create or Update Record	Updates the record that matches on the duplicate-check fields, or creates it if none matches.	Yes
Create Record	Creates a record in any module, including custom fields.	Yes
Create Tag	Creates a tag in a module, or returns it if it exists.	Yes
Custom API Call	Make a custom API call to a specific endpoint	Yes
Delete Note	Deletes a note.
Delete Record	Deletes a record (it moves to the Zoho CRM Recycle Bin).
Download Attachment	Downloads a file attachment of a record.
Get Current User	Gets the connected CRM user.
Get Module Fields	Lists the fields of a module, custom fields included.
Get Note	Gets a note by id.
Get Record	Gets a record by id from any module, with all its fields.
Get Related Lists	Lists the related lists of a module.
Get User	Gets a CRM user by id.
Link Related Record	Associates a record with another record through a related list.	Yes
List Attachments	Lists the attachments of a record.
List Email Drafts	Lists the email drafts saved on a record.
List Modules	Lists the modules available through the API.
List Notes	Lists notes of a record, or all notes.
List Records	Lists records of a module, one page at a time.
List Related Records	Lists records in a related list of a record.
List Tags	Lists the tags of a module.
List Users	Lists CRM users.
Read file	Download a file content from Zoho CRM. e.g.: a Backup File
Remove Tags	Removes tags from one or more records.	Yes
Update Email Draft	Changes an email draft; fields you leave empty keep their value.	Yes
Update Note	Changes the title or content of a note.	Yes
Update Record	Updates fields of a record in any module. Fields left empty are not changed.	Yes
Upload Attachment	Attaches a file to a record.	Yes
Upsert Record	Updates the matching record or creates it.	Yes

Start a workflow when… (3 triggers)

• New Contact — Triggers when a new contact is created
• New Record — Triggers when a record is created in any module (custom fields included).
• Updated Record — Triggers when a record is modified in any module.

How Keystile protects it

Every Zoho CRM action is checked before it runs, whether it comes from an AI tool or a workflow. 22 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.

Tip

Write rules about what an action means — for example "Deleting Zoho CRM records needs a person's approval" — rather than listing action names. Keystile Intelligence applies them to every action that fits.

Use Zoho CRM with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.

Get early access

← All apps