zoho-crm

What this skill does

# Zoho CRM

Access the Zoho CRM API with managed OAuth authentication. Manage leads, contacts, accounts, deals, and other CRM modules with full CRUD operations including search and bulk operations. Also supports organization details, user management, and module metadata retrieval.

## Quick Start

```bash
# List leads
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Leads?fields=First_Name,Last_Name,Email')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

## Base URL

```
https://gateway.maton.ai/zoho-crm/crm/v8/{endpoint}
```

The gateway proxies requests to `www.zohoapis.com/crm/v8` and automatically injects your OAuth token.

## Authentication

All requests require the Maton API key in the Authorization header:

```
Authorization: Bearer $MATON_API_KEY
```

**Environment Variable:** Set your API key as `MATON_API_KEY`:

```bash
export MATON_API_KEY="YOUR_API_KEY"
```

### Getting Your API Key

1. Sign in or create an account at [maton.ai](https://maton.ai)
2. Go to [maton.ai/settings](https://maton.ai/settings)
3. Copy your API key

## Connection Management

Manage your Zoho CRM OAuth connections at `https://ctrl.maton.ai`.

### List Connections

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections?app=zoho-crm&status=ACTIVE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

### Create Connection

```bash
python <<'EOF'
import urllib.request, os, json
data = json.dumps({'app': 'zoho-crm'}).encode()
req = urllib.request.Request('https://ctrl.maton.ai/connections', data=data, method='POST')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Content-Type', 'application/json')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

### Get Connection

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

**Response:**
```json
{
  "connection": {
    "connection_id": "e55c5bac-241a-4cc8-9db5-50d2cad09136",
    "status": "ACTIVE",
    "creation_time": "2025-12-08T07:20:53.488460Z",
    "last_updated_time": "2026-01-31T20:03:32.593153Z",
    "url": "https://connect.maton.ai/?session_token=...",
    "app": "zoho-crm",
    "metadata": {}
  }
}
```

Open the returned `url` in a browser to complete OAuth authorization.

### Delete Connection

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}', method='DELETE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

### Specifying Connection

If you have multiple Zoho CRM connections, specify which one to use with the `Maton-Connection` header:

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Leads?fields=First_Name,Last_Name,Email')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Maton-Connection', 'e55c5bac-241a-4cc8-9db5-50d2cad09136')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

If omitted, the gateway uses the default (oldest) active connection.

## API Reference

### Modules

Zoho CRM organizes data into modules. Core modules include:

| Module | API Name | Description |
|--------|----------|-------------|
| Leads | `Leads` | Potential customers |
| Contacts | `Contacts` | Individual people |
| Accounts | `Accounts` | Organizations/companies |
| Deals | `Deals` | Sales opportunities |
| Campaigns | `Campaigns` | Marketing campaigns |
| Tasks | `Tasks` | To-do items |
| Calls | `Calls` | Phone call logs |
| Events | `Events` | Calendar appointments |
| Products | `Products` | Items you sell |

### List Records

```bash
GET /zoho-crm/crm/v8/{module_api_name}?fields={field1},{field2}
```

**Query Parameters:**

| Parameter | Type | Description |
|-----------|------|-------------|
| `fields` | string | **Required.** Comma-separated field API names (max 50) |
| `page` | integer | Page number (default: 1) |
| `per_page` | integer | Records per page (default/max: 200) |
| `sort_by` | string | Sort by: `id`, `Created_Time`, or `Modified_Time` |
| `sort_order` | string | `asc` or `desc` (default) |
| `cvid` | long | Custom view ID |
| `page_token` | string | For >2000 records pagination |

**Example - List Leads:**

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Leads?fields=First_Name,Last_Name,Email,Phone,Company')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

**Response:**
```json
{
  "data": [
    {
      "First_Name": "Christopher",
      "Email": "[email protected]",
      "Last_Name": "Maclead (Sample)",
      "Phone": "555-555-5555",
      "Company": "Rangoni Of Florence",
      "id": "7243485000000597000"
    }
  ],
  "info": {
    "per_page": 200,
    "count": 1,
    "page": 1,
    "sort_by": "id",
    "sort_order": "desc",
    "more_records": false,
    "next_page_token": null
  }
}
```

**Example - List Contacts:**

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Contacts?fields=First_Name,Last_Name,Email,Phone')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

**Example - List Accounts:**

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Accounts?fields=Account_Name,Website,Phone')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

**Example - List Deals:**

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Deals?fields=Deal_Name,Stage,Amount')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

### Get Record

```bash
GET /zoho-crm/crm/v8/{module_api_name}/{record_id}
```

**Example:**

```bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Leads/7243485000000597000')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF
```

### Create Records

```bash
POST /zoho-crm/crm/v8/{module_api_name}
Content-Type: application/json

{
  "data": [
    {
      "field_api_name": "value"
    }
  ]
}
```

**Mandatory Fields by Module:**

| Module | Required Fields |
|--------|-----------------|
| Leads | `Last_Name` |
| Contacts | `Last_Name` |
| Accounts | `Account_Name` |
| Deals | `Deal_Name`, `Stage` |
| Tasks | `Subject` |
| Calls | `Subject`, `Call_Type`, `Call_Start_Time`, `Call_Duration` |
| Events | `Event_Title`, `Start_DateTime`, `End_DateTime` |

**Example - Create Lead:**

```bash
python <<'EOF'
import urllib.request, os, json
data = json.dumps({
    "data": [{
        "Last_Name": "Smith",
        "First_Name": "John",
        "Email": "[email protected]",
        "Company": "Acme Corp",
        "Phone": "+1-555-0123"
    }]
}).encode()
req = urllib.request.Request('https://g