How to connect Zoho CRM
- Open Connectors in RevampKey and search for Zoho CRM.
- Click Connect and approve access on Zoho CRM's own sign-in page.
- Come back and ask in plain English. The agent asks before it changes anything.
Tools the agent can use (24)
Get_OrganizationGet_ModulesGet_ModuleGet_FieldsGet_LayoutsGet_LayoutGet_UsersGet_UserSearch_RecordsGet_RecordsGet_RecordexecuteCOQLQueryCreate_RecordsUpdate_RecordUpdate_RecordsUpsert_RecordsDelete_RecordDelete_RecordsCreate_FieldCreate_NotesUpdate_NotesDelete_NotesUpdate_UsersUpdate_User