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.
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 RecordsCreate 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 LeadKeep 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 TagCheck 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.
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.
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.
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
What can you do in Zoho without me setting anything up?
These, right away:
- Create zoho CRM record
- Get zoho CRM module fields metadata
- Update related records in zoho CRM
Great, let's start with the first one.
FAQ
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.
The tools Zoho sits next to
Same connection, same setup. Pick the next one your team already uses.
Affinity
Answers which lists a company or person appears on, reads their entries and field data, and returns opportunities and saved view rows.
Centralstationcrm
Finds the person behind an inbound message, logs the conversation as a protocol, files email against the right deal, and merges duplicate contacts and companies.
Folk
Finds an existing contact, creates the person and company records when they are new, and writes the note that captures what a conversation revealed.
Jobnimbus
Answers where a job stands, books follow-up tasks, keeps contacts and pipeline stages current, and raises material orders for a crew.
Pipedrive
Finds the contact on file, reports where a deal stands, captures new leads from conversations, and merges the duplicates enquiries create.
Simla.com
Reads order and shipment status, places repeat orders with payment, merges duplicate customer records, and escalates with a task attached.
Ready to connect Zoho?
Authorize the account and your agent has all 14 actions from the first conversation.