Zoho

Zoho MCP integration

Searches modules for the right record, reads related notes and attachments, and creates, updates, or converts CRM records mid-conversation.

14actions available

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

  • Create zoho CRM record

    Lyro creates new records in Zoho CRM modules directly from support. Sales and support teams log leads, accounts, and deals without leaving conversations.

  • Search zoho CRM records

    Lyro searches for records within a Zoho CRM module using server-side queries. Support teams find customer history and related records in seconds.

  • Update zoho CRM record

    Lyro modifies existing records in Zoho CRM modules instantly. Support updates customer contact info, deal status, and notes without manual data entry.

See all 14 actions

How businesses use Zoho + Lyro

Each card is one request a support team gets, and the Zoho actions Lyro runs to close it.

  • Find the right record without paging a whole module

    Lyro searches a module server-side by email, phone, or keyword rather than listing every record, then reads the notes, emails, and attachment metadata related to the match.

    Search Zoho CRM RecordsGet Zoho CRM RecordsGet Zoho CRM Related Records
  • Create the record a conversation produced

    Lyro creates records in the correct module, stores the PDF or link the customer supplied against that record, and converts a qualified lead into a contact, account, and optionally a deal.

    Create Zoho CRM RecordUpload Attachment To Zoho CRM RecordConvert Zoho CRM Lead
  • Keep relationships and tags consistent

    Lyro updates records in bulk using field API names, associates contacts with campaigns or products with deals through related lists, and creates the tag a new segment needs.

    Update Zoho CRM RecordUpdate Related Records In Zoho CRMCreate Zoho CRM Tag
  • Check the schema before writing to it

    Lyro lists standard and custom modules, reads a module's field API names, data types, picklist options, and permissions, and discovers valid related list names, so writes do not fail on INVALID_DATA.

    List Zoho CRM ModulesGet Module Fields MetadataGet Related Lists Metadata

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Zoho actions it has and picks the ones a request needs.

  1. 01

    Connect Zoho

    Authorize the Zoho account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.

  2. 02

    Tell your agent what you need

    Describe the job the way you would hand it to a teammate. Lyro maps it to the Zoho actions that close it and chains as many as the request needs.

  3. 03

    Watch it work

    The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.

    Get started free
Zoho · Lyro

Everything else about Zoho

Setup, permissions, and the limits of what Lyro can do inside Zoho.

  • Up to 100. Update Zoho CRM Record and Update Related Records In Zoho CRM both cap at 100 records per API call, while reads page through the first 2,000 records with page and per_page and beyond that with the page_token from the previous response.

Every action available in Zoho

All 14 actions your agent can call on Zoho, straight from the live MCP connection.

  • Convert zoho CRM lead

    Converts a lead into a contact, account, and optionally a deal in Zoho CRM.

  • Create zoho CRM record

    Creates new records in a specified module in Zoho CRM.

  • Create zoho CRM tag

    Creates a new tag in Zoho CRM for a specific module.

  • Get zoho CRM module fields metadata

    Retrieves field metadata for a Zoho CRM module including API names, data types, permissions, and configuration details.

  • Get zoho CRM related lists metadata

    Retrieves related list metadata for a Zoho CRM module to discover correct api_name values.

  • Get zoho CRM related records

    Fetch related-list records (e.g., Notes, Attachments, Emails) for a Zoho CRM parent record using related_list_api_name.

  • Get zoho CRM records

    Retrieves records from a specified module in Zoho CRM.

  • Get zoho CRM users

    Retrieve users from Zoho CRM.

  • List zoho CRM modules

    Lists all available Zoho CRM modules (standard + custom) to reliably select module API names/IDs for operations.

  • List attachments for zoho CRM record

    List attachment metadata (id, File_Name, Size, Created_Time, etc.) for a specific Zoho CRM record.

  • Search zoho CRM records

    Search for records within a Zoho CRM module using server-side queries.

  • Update related records in zoho CRM

    Associates or updates relationships between records across different modules in Zoho CRM.

  • Update zoho CRM record

    Updates existing records in a specified module in Zoho CRM.

  • Upload attachment to zoho CRM record

    Upload a file or attach a URL as an Attachment to a specific Zoho CRM record.

Ready to connect Zoho?

Authorize the account and your agent has all 14 actions from the first conversation.

Support agent working at a laptop next to the Lyro mascot