Zoho
Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations
Verdict
Common use cases
- Convert hot leads to contacts during sales calls
- Tag contacts by campaign response in real time
- Update deal stages from Slack-style chat threads
- Pull account history before customer meetings
- Link contacts to accounts after discovery calls
Integration
- Vendor
- Zoho
- Category
- crm
- Auth
- OAUTH2
- Tools
- 6
- Composio slug
zoho
Tools
- 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.
- Create Zoho CRM Tag
Creates new tags in zoho crm.
- Get Zoho CRM Records
Retrieves records from a specified module in zoho crm.
- Update Related Records in Zoho CRM
Associates or updates relationships between records across different modules in zoho crm.
- Update Zoho CRM Record
Updates existing records in a specified module in zoho crm.
Setup
Setup guide
- 11. In Switchy, navigate to Settings > Integrations and select Zoho from the CRM category. 2. Click Connect and you'll be redirected to Zoho's OAuth consent screen. 3. Sign in with your Zoho account and authorize Switchy to read and write records across modules (contacts, leads, accounts, deals, tags). 4. After granting permission, you'll return to Switchy where the connection status shows green. 5. Open any Space and type '@Zoho get records from Contacts module' to test — the AI should return a list of recent contacts. 6. To invoke tools, @mention Zoho in your message and describe the task (e.g. '@Zoho convert lead ID 12345 to contact and create a deal'). 7. The AI will call the appropriate tool, confirm the action, and show you the result inline. 8. If you need to update scopes later, disconnect and reconnect from the Integrations page.
What teammates see: by default, memories from Zoho are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Convert Lead to Contact
@Zoho convert lead ID 4028335892 into a contact and account, and create a deal titled 'Q1 Enterprise Expansion' with stage 'Qualification'.Open in a Space →
Tag Recent Webinar Attendees
@Zoho create a tag called 'Webinar_Jan2024' and apply it to all contacts created in the last 7 days.Open in a Space →
Update Deal Stage
@Zoho update deal ID 4028335901 to stage 'Proposal Sent' and set close date to 2024-02-15.Open in a Space →
Pull Contact Details
@Zoho get all records from the Contacts module where email contains '@acmecorp.com' and show me their phone numbers and last activity date.Open in a Space →
Link Contact to Account
@Zoho update contact ID 4028335889 to link it with account ID 4028335870 as the primary contact.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@zoho show me all contacts tagged 'enterprise' that haven't been contacted in the last 30 days
Based on your Zoho CRM data, I found 14 contacts with the 'enterprise' tag and no activity in the past 30 days. Here's a summary: 8 contacts are at accounts with open deals (total pipeline value $340K), 4 are at dormant accounts with no recent opportunities, and 2 are unassigned. The longest gap is 47 days for Sarah Chen at Acme Industries. Would you like me to help draft outreach for any of these segments?
This example demonstrates the Get Zoho CRM Records tool combined with AI reasoning to filter and prioritize. Requires read access to Contacts, Tags, and Activities modules. The MCP returns raw record data; the AI synthesizes it into actionable insights. Tag names and custom field availability vary by your CRM configuration.
@zoho convert lead ID 4736000002891001 into a contact and create a deal called 'Q2 Enterprise Expansion' worth $85k
Lead converted successfully. Created Contact record for Jamie Torres at DataFlow Systems (ID: 4736000002912445). Created associated Account 'DataFlow Systems' (ID: 4736000002912447). Created Deal 'Q2 Enterprise Expansion' with value $85,000 in stage 'Qualification' (ID: 4736000002912449). All three records are now linked in your CRM. Note: The lead's original notes and attachments have been transferred to the new contact record.
This showcases the Convert Zoho CRM Lead tool, which performs a multi-step workflow in one action. Requires write access to Leads, Contacts, Accounts, and Deals modules. The conversion is irreversible—the original lead record is archived. Default deal stage and owner are inherited from your CRM's conversion settings unless specified in the prompt.
@zoho update all deals in 'Proposal Sent' stage that are over 45 days old—add tag 'needs-follow-up' and set next step to 'Schedule decision call'
I've identified 9 deals in 'Proposal Sent' stage older than 45 days. Updated all 9 records: applied tag 'needs-follow-up' and set Next Step field to 'Schedule decision call'. Total value of these aging deals: $427,000. Oldest is 68 days (deal with Vertex Corp). The tag will now appear in your CRM views and can trigger workflow automations if you've configured them. Would you like a breakdown by deal owner?
This combines Get Zoho CRM Records (to find matching deals), Create Zoho CRM Tag (if the tag doesn't exist), and Update Zoho CRM Record (bulk update). Requires write access to Deals and Tags modules. Bulk updates are rate-limited by Zoho's API (typically 100 records per minute). The MCP updates records individually, so large batches may take time.
Use-case deep-dives
When Zoho MCP smooths the lead-to-deal conversion at handoff
A 6-person sales team closes 15-20 deals a month and uses Zoho CRM as their system of record. The handoff moment—when a qualified lead becomes a contact, account, and deal—is where data gets duplicated or lost if reps toggle between Switchy and the Zoho web UI. The Zoho MCP's Convert Lead tool lets the team run the conversion from a shared Switchy thread during handoff calls, tagging the new account and linking the deal in one step. This works cleanly when your lead volume is under 100 per week and your team actually uses Switchy for deal review. If you're running higher volume or your reps live in Zoho all day anyway, the MCP adds friction instead of removing it. For teams who collaborate in Switchy first and sync to Zoho second, this MCP keeps the handoff in one place.
Zoho MCP for tagging escalated support cases in real time
A 4-person support team handles 200 tickets a week in Zendesk but logs escalations as Zoho CRM cases so account managers can follow up. The bottleneck is tagging: support reps forget to mark priority or product-area tags, so AMs waste time triaging. The Zoho MCP's Create Tag and Update Record tools let the team tag cases from Switchy threads as they escalate, without opening Zoho. This saves 10 minutes per escalation when the team is already in Switchy discussing the ticket. The trade-off: if your support team doesn't use Switchy for triage or your tagging taxonomy changes weekly, the MCP becomes stale fast. For teams who do live escalation reviews in Switchy and need Zoho as the handoff system, this keeps tagging accurate without context-switching.
When Zoho MCP pulls account data for QBR planning sessions
A 3-person customer success team runs quarterly business reviews for 40 accounts and preps in Switchy threads before each QBR call. They need recent activity, open opportunities, and contact history from Zoho CRM to frame the conversation. The Get Records tool pulls account and related deal data into the Switchy thread so the team can draft the QBR deck without opening Zoho tabs. This works when your account data is clean and your QBR prep happens in Switchy, not slides-first. If your Zoho modules are messy or your team preps in Google Docs, the MCP just adds a step. For CS teams who use Switchy as the QBR planning hub and need Zoho data on-demand, this MCP keeps prep in one workspace and cuts the tab-shuffle.
Frequently asked
What can the Zoho CRM MCP do in Switchy?
The Zoho CRM MCP lets your AI agents read, create, and update records across any Zoho CRM module — leads, contacts, accounts, deals, custom modules. It can convert leads into contacts and deals, manage tags, and link records across modules. Think of it as giving your AI direct access to your CRM database without writing API code.
What OAuth scopes does Zoho CRM MCP request?
Zoho uses OAuth2 with module-level scopes. The MCP typically requests read and write access to the modules you plan to use — ZohoCRM.modules.ALL is common for full flexibility, but you can restrict it to specific modules like ZohoCRM.modules.leads or ZohoCRM.modules.contacts if your team prefers tighter permissions. You'll authorize this during the initial connection flow.
Can the Zoho MCP search for records by custom fields?
Yes. The Get Zoho CRM Records tool supports filtering by any field in the module, including custom fields you've defined in your Zoho setup. You specify the module name and filter criteria, and the MCP returns matching records. It respects your CRM's field-level permissions, so agents only see what the connected user can access.
Should I use the Zoho MCP or just call the Zoho API directly?
Use the MCP if you want AI agents to interact with Zoho conversationally without writing integration code. The MCP handles auth refresh, rate limiting, and translates natural language into API calls. Use the direct API if you're building a custom app with complex workflows that need fine-grained control beyond what the six MCP tools expose.
Who on my team should connect the Zoho CRM integration?
Connect it with a Zoho user who has the permissions you want agents to inherit — typically a sales ops admin or manager account. The MCP acts with that user's access level, so if they can't delete records or access certain modules, neither can the agents. Avoid connecting a super-admin account unless you trust every team member with that access.