Use Zoho from Claude
Add the Zoho connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorZoho
Zoho integration for Claude and Codex
Connect Zoho once, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategorySales & CRM
Use Zoho from Codex
Add the Zoho connection to a Space that runs Codex, then use it from every channel in that Space.
Use Zoho from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Sales & CRM
What the Zoho connector can do
Zoho offers a family of cloud business apps, with Zoho CRM at the center for many sales teams. The type.com Zoho connection lets Claude create CRM records in any module, convert qualified leads into contacts, accounts, and deals, add tags, and read module and related list metadata so it uses the correct field names. Sales teams drive these updates from a shared thread.
One connection, many Spaces
Connect Zoho once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Zoho in type.com
Convert a qualified lead
Once a lead is ready, the agent converts it into a contact and account, and a deal when you want one, keeping history intact.
Convert the Zoho CRM lead for Ravi Patel at Oakline into a contact, account, and a $25k deal.
Create records with the right fields
Check a module's field metadata first, then create records using the exact API names your Zoho setup expects, including custom fields your team added.
Get the Zoho CRM field metadata for Deals, then create a deal for Oakline using our custom 'Region' field.
Tag records for a campaign
Create a tag in a module so the team can group records for a sales push, a territory review, or a quarterly planning meeting.
Create a Zoho CRM tag 'Q4-expansion' in the Accounts module for our upsell targets.
Representative actions
- Convert Zoho CRM Lead
Turns a lead into a contact and account, with an optional deal.
- Create Zoho CRM Record
Adds new records to a chosen module. In bulk, some records may succeed while others fail.
- Create Zoho CRM Tag
Creates a tag in a module to help organize and filter records.
- Get Zoho CRM Module Fields Metadata
Lists a module's fields with API names and data types, so records are created correctly.
- Get Zoho CRM Related Lists Metadata
Shows a module's related lists so you can reference the right names.
Connection
API and auth details
Zoho exposes product-specific REST APIs across CRM, Inventory, Books, Sign, Creator, and other Zoho apps. Official docs describe predictable resource URLs, OAuth/API-console setup, organization identifiers, regional data centers, and operations for records such as invoices, contacts, deals, and inventory resources.
- Source
- type.com catalog metadata
- Auth schemes
- OAuth
- Official site
- https://www.zoho.com/developer/
FAQ
Questions people ask before connecting Zoho
Can Claude convert leads in Zoho CRM?
Yes. With Zoho connected to a type.com Space, Claude can convert leads, create records and tags, and read field and related list metadata. Requests and results stay in the thread.
How do I connect Zoho to type.com?
You sign in with OAuth to your Zoho account. Admins then share the connection with the Spaces that work in Zoho CRM, and credentials are never typed into a thread.
Why does the agent read field metadata first?
Zoho CRM modules often have custom fields with specific API names. Reading the module's field metadata lets the agent map your request to the correct fields before creating records.
Is this the same as an MCP server for Zoho?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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Connect HubSpot to Claude in type.com to search contacts, companies, and deals, review activity history, and update CRM records with your permissions.
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