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Vinkius

Zoho CRM Analytics Connector for AI agents.

5 live capabilities

Manage your sales pipeline and CRM records directly through your agent.

Live agent request Zoho CRM Analytics / Connector

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AI Agent

Why people use Zoho CRM Analytics

Zoho CRM Analytics for Faster Sales Pipeline Management

This Connector lets your agent do that work for you. You just tell the agent what happened in the conversation, and it handles the record creation, note adding, and status updates. You get a clean CRM and more time to actually sell.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

Your agent becomes a functional extension of your CRM.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Lead Qualification

    A BDR talks to a lead and asks the agent to create a new lead with the source and status from the conversation.

  2. Real-world use case 02

    Deal Tracking

    A sales rep asks 'What's the win probability for my current pipeline?

  3. Real-world use case 03

    Quick Lookups

    A support agent asks for the phone number of a specific account without leaving the chat.

Complete set · 5capabilities

The complete Zoho CRM Analytics capability set.

These are the exact actions your AI can choose when you ask it to work with Zoho CRM Analytics.

Capability set01 / 02

01—03

3 capabilities in this set.

Part of 5 available through Zoho CRM Analytics.

  1. 01 Capability

    Zoho module fields

    Shows the data types and labels for any CRM module so your agent knows exactly what information to collect. It helps your agent understand the data model before it creates or updates records.

  2. 02 Capability

    Zoho org info

    Pulls your company name, currency, and subscription details for high-level account context. Use this to get subscription and license information quickly.

  3. 03 Capability

    Zoho custom views

    Lists your saved filters like 'My Open Deals' so the agent can see the same list you see. It helps the agent understand your specific list configurations.

Capability set02 / 02

04—05

2 capabilities in this set.

Part of 5 available through Zoho CRM Analytics.

  1. 04 Capability

    Zoho list modules

    Identifies every available module in your CRM to see what data points are accessible. Use this to verify which modules support API access.

  2. 05 Capability

    Zoho list pipelines

    Shows your sales stages and win probabilities to help the agent track deal progress correctly. It provides the display order and stage IDs for your deals.

Set up in minutes

One URL. Then ask Zoho CRM Analytics to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Zoho CRM Analytics from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_FEkEJB5LQ0bv39nrE7qMNnzxJQF7b2IhLeaQ5DTo/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Zoho CRM Analytics, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Zoho CRM Analytics for the conversation.

Where the request belongs

Work Zoho CRM can move forward.

Built around the request

Sales teams and support staff who spend too much time copy-pasting data between their email, chat, and CRM capabilities.

01

BDR

Qualifies leads and creates new entries in the CRM during live calls.

02

Sales Manager

Checks pipeline probabilities and deal stages without opening the dashboard.

03

Support Rep

Pulls up account info and history to solve customer issues faster.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Zoho CRM Admin logo
01 7 capabilities

Zoho CRM Admin

Manage Zoho CRM users, roles, profiles, layouts, territories, and tags. complete admin control through conversation.

View Connector
Zoho CRM Activities logo
02 8 capabilities

Zoho CRM Activities

Create and manage tasks, calls, events, and notes. full activity tracking for your Zoho CRM.

View Connector
Zoho CRM (Full) logo
03 9 capabilities

Zoho CRM (Full)

Manage leads, contacts, accounts, deals, and notes. complete Zoho CRM access through natural conversation.

View Connector
Zoho CRM Marketing logo
04 6 capabilities

Zoho CRM Marketing

Manage marketing campaigns, track campaign leads and contacts. full marketing automation in Zoho CRM.

View Connector
Pipedrive CRM (Full) logo
05 11 capabilities

Pipedrive CRM (Full)

Manage deals, contacts, organizations, activities, notes, and pipelines. complete Pipedrive CRM access through natural conversation.

View Connector
Zoho CRM logo
06 10 capabilities

Zoho CRM

Manage leads, contacts, and deals on Zoho CRM. the AI-powered sales platform for growing teams.

View Connector

Bring your own AI

Change the model, client or framework. Keep Zoho CRM connected.

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Before you connect

Questions about Zoho CRM.

The practical details behind the request, access and result.

Can the Zoho CRM Analytics MCP create new leads?

Yes, it can create new leads directly. Your agent can take information from your conversation and populate the lead record with the source and status.

How does Zoho CRM Analytics help my sales team?

It automates the manual data entry for leads and deals. Your team can keep their CRM updated in real time without having to switch tabs or manually type in data.

Can I see my custom views in Zoho CRM Analytics?

Yes, the Connector can access your saved custom views. This means your agent can see the same filtered lists you use, like 'My Open Deals' or 'Unread Leads'.

Does Zoho CRM Analytics support custom modules?

Yes, it can query any Zoho CRM module directly. This includes standard modules like Accounts and Deals, as well as your own custom modules.

Can I use Zoho CRM Analytics to check my pipeline stages?

Yes, it can pull your pipeline stages and win probabilities. This helps you get a clear picture of your sales progress through your AI agent.

Is Zoho CRM Analytics good for support teams?

It's excellent for support. Your agent can quickly pull up account and contact data to give you the context you need to solve customer issues faster.

What Zoho CRM data can I access?

Leads, Contacts, Accounts, Deals, Notes, and any custom module. All data respects your Zoho CRM permissions.

How does authentication work?

Uses Zoho OAuth 2.0 with a refresh token. Create a Self Client in the Zoho API Console, generate a refresh token, and provide Client ID, Client Secret, and Refresh Token.

Does it support multi-region Zoho?

Yes! Set your API domain: zohoapis.com (US), zohoapis.eu (EU), zohoapis.in (India), zohoapis.com.au (Australia), zohoapis.jp (Japan).

One connection away

Give your agent a direct line to Zoho CRM.

Connect Zoho CRM once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available