Integrations

Lead Enrichment (Zoho CRM) uses the following integrations to do its job effectively, each with its own set of permissions.

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Zoho

Zoho CRM integration with full customer lifecycle management

Actions
  • Convert Lead — Convert a lead to Account, Contact, and optionally Deal
  • Create Account — Create a new company/organization account in Zoho CRM
  • Create Call — Create a new call log/activity in Zoho CRM
  • Create Contact — Create a new contact in Zoho CRM
  • Create Deal — Create a new sales opportunity/deal in Zoho CRM
  • Create Event — Create a new meeting/event in Zoho CRM
  • Create Lead — Create a new lead/prospect in Zoho CRM
  • Create Task — Create a new task/activity in Zoho CRM
  • Delete Account — Delete an account from Zoho CRM
  • Delete Call — Delete a call from Zoho CRM
  • Delete Contact — Delete a contact from Zoho CRM
  • Delete Deal — Delete a deal from Zoho CRM
  • Delete Event — Delete an event from Zoho CRM
  • Delete Lead — Delete a lead from Zoho CRM
  • Delete Task — Delete a task from Zoho CRM
  • Execute COQL Query — Execute SQL-like queries across modules with relationship traversal
  • Get Account — Retrieve a specific account by ID from Zoho CRM
  • Get Account Hierarchy — Get complete Account hierarchy with all related Contacts, Deals, Tasks, Events, and Calls
  • Get Call — Retrieve a specific call by ID from Zoho CRM
  • Get Contact — Retrieve a specific contact by ID from Zoho CRM
  • Get Contact Activities — Get all activities (Tasks, Events, Calls) for a specific Contact
  • Get Deal — Retrieve a specific deal by ID from Zoho CRM
  • Get Deal Relationships — Get complete Deal context with related Account, Contact, and all activities
  • Get Event — Retrieve a specific event by ID from Zoho CRM
  • Get Lead — Retrieve a specific lead by ID from Zoho CRM
  • Get Related Records — Retrieve related records for any CRM module (e.g., get all Contacts for an Account, all Deals for a Contact)
  • Get Task — Retrieve a specific task by ID from Zoho CRM
  • List Accounts — Retrieve a list of accounts from Zoho CRM with pagination and filtering options
  • List Calls — Retrieve a list of calls from Zoho CRM with pagination and filtering options
  • List Contacts — Retrieve a list of contacts from Zoho CRM with pagination and filtering options
  • List Deals — Retrieve a list of deals from Zoho CRM with pagination and filtering options
  • List Events — Retrieve a list of events from Zoho CRM with pagination and filtering options
  • List Leads — Retrieve a list of leads from Zoho CRM with pagination and filtering options
  • List Tasks — Retrieve a list of tasks from Zoho CRM with pagination and filtering options
  • Search Accounts — Search accounts using various criteria and operators
  • Search Calls — Search calls using various criteria and operators
  • Search Contacts — Search contacts using various criteria and operators
  • Search Deals — Search deals using various criteria and operators
  • Search Events — Search events using various criteria and operators
  • Search Leads — Search leads using various criteria and operators
  • Search Tasks — Search tasks using various criteria and operators
  • Update Account — Update an existing account in Zoho CRM
  • Update Call — Update an existing call in Zoho CRM
  • Update Contact — Update an existing contact in Zoho CRM
  • Update Deal — Update an existing deal in Zoho CRM
  • Update Event — Update an existing event in Zoho CRM
  • Update Lead — Update an existing lead in Zoho CRM
  • Update Related Records — Update related records and their relationship details
  • Update Task — Update an existing task in Zoho CRM