Bring Contact Management
to Windsurf

This is the standard sales qualification workflow in Zoho CRM. The lead is removed from the Leads module and data transfers to the new records. Use when a lead is qualified and ready to enter the sales pipeline. Convert a qualified Zoho CRM lead into a Contact + Account + Deal — the key sales qualification step

Account_Name is required. Industry should match Zoho industry picklist values. Once created, contacts and deals can be linked to this account. Create a new account (company/organization) in Zoho CRM with name, industry, phone, and website

Last_Name is required. Account_Name links the contact to a company account. Use for adding qualified individuals — not raw leads (use zoho_create_lead for unqualified prospects). Create a new contact in Zoho CRM with name, email, phone, and linked account for customer management

Last_Name is required. Use for new, unqualified prospects. Lead_Source: Web Download, Advertisement, Cold Call, Employee Referral, External Referral, Partner, Conference, Trade Show. Once qualified, convert using zoho_convert_lead. Create a new lead (unqualified prospect) in Zoho CRM with name, email, company, and lead source

Returns account name, industry, annual revenue, employees, billing/shipping address, and all custom fields. Use after searching to get full company details. Get complete details of a specific Zoho CRM account by ID, including industry, revenue, and linked records

Returns full data: name, emails, phones, account, department, title, mailing address, and custom fields. Use after searching to drill into contact details. Get complete details of a specific Zoho CRM contact by ID, including all custom fields and linked records

For example: module="Accounts", recordId="123", relatedModule="Contacts" returns all contacts at that account. Common patterns: Accounts→Contacts, Contacts→Deals, Deals→Notes, Accounts→Deals. Use when the user asks "who are the contacts at this company?" or "what deals does this contact have?" Get records related to a parent record in Zoho CRM — e.g., contacts of an account, deals of a contact, notes of a lead

Returns account name, industry, website, phone, annual revenue, and owner. Accounts are the company-level records that contacts and deals are linked to. Search Zoho CRM accounts (companies) by name to find business entities and their organizational data

Returns contact name, email, phone, linked account, and owner. Contacts represent qualified individuals — converted leads or manually created customer records. Use when the user asks about a specific person or needs contact details. Search Zoho CRM contacts by name or email to find qualified prospects and existing customers

Returns lead name, email, company, lead source (Web/Advertisement/Referral), lead status (Not Contacted/Contacted/Junk), and owner. Leads are the top-of-funnel — unqualified prospects. Once qualified, they can be converted to contacts+accounts+deals. Search Zoho CRM leads by name, email, or company to find unqualified prospects at the top of the funnel

Only specified fields change. Use to correct info, update phone numbers, or reassign accounts. Update an existing Zoho CRM contact — change name, email, phone, or other properties