CRM & Support
Zoho CRM
CRM — leads, contacts, accounts, deals, and analytics.
Command it in chat
Ask the Orbit Assistant about your Zoho CRM data in plain English — it plans the API calls and answers clearly, not with raw JSON.
Automate it with skills
Put Zoho CRM inside autonomous skills and playbooks that run on schedules, webhooks, or events — and chain it with your other tools.
Governed by default
Set action policies and member access, require approvals where needed, and review recorded activity. Supported autonomy modes depend on your plan.
4 one-click shortcuts — plus the full API
These cover common tasks. API exploration depends on your plan, vendor permissions and supported endpoints. Workspace simulations use fictional data and may use AI Power. Real actions follow workspace approval policies and vendor limits.
List records
list_records
Search records
search_records
Create record
create_record
Update record
update_record
Explore before you connect
Explore Zoho CRM in a workspace with fictional sample data before adding credentials. Workspace simulations may use AI Power; signup may require a beta invite.
Explore in a workspace