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Vinkius

Zoho CRM (Full) Connector for AI agents.

9 live capabilities

Manage your sales pipeline and customer data through natural conversation.

Live agent request Zoho CRM (Full) / Connector

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AI Agent

Why people use Zoho CRM (Full)

Zoho CRM Sales Pipeline Management for AI Agents

This Connector lets you skip that dance. You just tell your AI client to create a new lead or find a specific account, and it happens instantly. You get a clean, updated CRM without the friction of manual entry.

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

What Vinkius changes

That you can manage your entire sales database using only natural language.

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

One account · 5,900+ Connectors

  1. Real-world use case 01

    Capturing a lead from a cold call

    A BDR just finished a call and asks their agent to 'Create a lead for John Doe from Acme Corp via a cold call.

  2. Real-world use case 02

    Checking deal status during a review

    A Sales Rep is reviewing a deal and asks 'What's the status of the Enterprise Plan deal?

  3. Real-world use case 03

    Quickly finding company facts

    A manager needs to find a company and asks 'Find the revenue and website for Global Tech.

Complete set · 9capabilities

The complete Zoho CRM (Full) capability set.

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

Capability set01 / 03

01—03

3 capabilities in this set.

Part of 9 available through Zoho CRM (Full).

  1. 01 Capability

    Zoho create contact

    Create a new qualified contact and link it to an existing company account. This helps you maintain a clean database of your actual customers.

  2. 02 Capability

    Zoho create deal

    Generate a new sales opportunity with a specific stage, amount, and closing date. Use this to keep your sales pipeline updated in real time.

  3. 03 Capability

    Zoho create note

    Attach a title and content to any CRM record to log meeting summaries or internal context. This ensures your team has the latest history on every account.

Capability set02 / 03

04—06

3 capabilities in this set.

Part of 9 available through Zoho CRM (Full).

  1. 04 Capability

    Zoho list records

    Browse the most recent entries from any module like Tasks, Events, or Invoices. Use this to get a quick overview of recent activity without digging through menus.

  2. 05 Capability

    Zoho search accounts

    Find specific companies in your CRM to see details on revenue, website, and industry. This is perfect for quickly pulling facts during a sales call.

  3. 06 Capability

    Zoho search deals

    Find sales opportunities to check their current stage, value, and expected closing date. This gives you a clear view of your pipeline progress at a glance.

Capability set03 / 03

07—09

3 capabilities in this set.

Part of 9 available through Zoho CRM (Full).

  1. 07 Capability

    Zoho search leads

    Search for potential customers in the funnel using their name, email, or company. Use this to quickly check the status of prospects in your sales pipeline.

  2. 08 Capability

    Zoho create lead

    Add a new prospect to the top of your sales funnel with source and status tracking. This makes it easy to capture new interest from various channels.

  3. 09 Capability

    Zoho search contacts

    Look up existing customers or qualified prospects by name or email address. This helps you find contact info instantly when a client reaches out.

Set up in minutes

One URL. Then ask Zoho CRM (Full) to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Zoho CRM (Full) 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_NFpSOZzfHrt1tOh6EhGorUlZ3XT2rW7MRWU6obQf/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 (Full), and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Zoho CRM (Full) for the conversation.

Where the request belongs

Work Zoho CRM can move forward.

Built around the request

This is for sales professionals who are tired of manual data entry and want to spend more time talking to customers and less time updating spreadsheets.

01

Sales Development Rep (BDR)

Quickly qualifies leads and creates new records from discovery calls without manual typing.

02

Account Executive

Tracks deal stages and updates closing dates as conversations evolve with clients.

03

Sales Manager

Gets a high-level view of the pipeline and searches for account data during team meetings.

04

Customer Success Lead

Finds existing contact details and logs notes during support calls to keep records current.

Build the capability set

Add more capabilities.

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

Browse Connectors
Zoho CRM logo
01 10 capabilities

Zoho CRM

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

View Connector
Zoho CRM Contacts logo
02 11 capabilities

Zoho CRM Contacts

Search, create, and manage contacts, leads, and accounts. with lead conversion and related records in Zoho CRM.

View Connector
Zoho CRM Activities logo
03 8 capabilities

Zoho CRM Activities

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

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
Zoho CRM Sales logo
05 10 capabilities

Zoho CRM Sales

Deep deal management with quotes, products, sales orders, and invoices. complete sales cycle in Zoho CRM.

View Connector
Zoho CRM Admin logo
06 7 capabilities

Zoho CRM Admin

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

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 I use Zoho CRM (Full) to create new deals?

Yes, you can create new deals with specific names, stages, amounts, and closing dates just by telling your AI client what the deal is about.

Does Zoho CRM (Full) let me search for company information?

It does. You can ask your agent to find specific accounts to see their industry, website, and annual revenue.

Can I log meeting notes in Zoho CRM (Full)?

Yes, you can attach notes to any lead, contact, or deal to keep a history of your conversations and internal context.

How do I find old leads using Zoho CRM (Full)?

You can ask your AI client to search for leads by name, email, or company to see their current status in your funnel.

Can Zoho CRM (Full) help with lead management?

It's designed for that. You can quickly add new leads and track their source to keep your sales pipeline organized.

Can I see a list of recent records with Zoho CRM (Full)?

Yes, you can ask your agent to list recent records from any module, including tasks, events, and invoices.

Will Zoho CRM (Full) help me keep my CRM data up to date?

It makes it much easier. By using natural language to create records and notes, you'll find it much simpler to keep your data current.

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.

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