What you can do with Zoho CRM
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405 things you can do
Zoho CRM
Zoho CRM is Zoho Corporation's AI-powered sales and customer relationship management platform, used to manage leads, contacts, accounts, deals, activities and customer engagement across channels. Its REST API is currently at v8 and is published as first-party OpenAPI 3.1.0 — 105 specification files covering 405 operations, hosted by Zoho at github.com/zoho/crm-oas and linked from the developer doc
Customer Data Management
Update several contact rolesCreate new contact rolesDelete several contact rolesUpdate a single contact roleDelete a single contact roleLink a contact's emails to dealsUnlink several emails from recordsLink one email to a recordUnlink one email from a recordList contact rolesGet a contact role by IDOpportunity & Pipeline Management
Add or update contact roles on a deal in bulkRemove several contacts from a dealAssign a role to one contact on a dealRemove one contact from a dealConvert a leadConvert many leads in one jobList contacts and their roles on a dealGet one contact's role on a dealSee conversion options for a leadCheck a mass lead conversion jobOther things you can do
Cancel a meetingUpdate appointment preferencesStart an audit log exportUpdate business hoursSet up business hoursUpdate call preferencesChange custom view sort order (ID in body)Change one custom view's sort orderUpdate data sharing settingsUpdate duplicate check preferenceCreate duplicate check preferenceRemove duplicate check preferenceCreate a field update actionDelete several field update actionsUpdate a field update actionDelete a field update actionCreate custom fieldsUpdate several custom fieldsDelete a custom fieldUpdate one custom fieldUpdate fiscal year settingsCreate a global picklistDelete a global picklistUpdate a global picklistActivate a layoutDeactivate a layoutDelete a custom layoutCreate a field dependencyUpdate a field dependencyDelete a field dependencyMass delete tagsUpdate several modulesCreate a custom moduleUpdate one module's labelsUpdate or delete pipelines (PUT, IDs in body)Create a pipelineUpdate or delete pipelines (PATCH, IDs in body)Update or delete one pipeline (PUT by ID)Update or delete one pipeline (PATCH by ID)Transfer deals and delete pipelinesCreate portal user typesUpdate a portal user typeDelete a portal user typeRemove portal usersMove portal users to another user typeActivate or deactivate a portal userChange status of many portal usersCreate a portalUpdate a portalDelete a portalClone a profileUpdate a profileDelete a profileUpdate record locking (ID in body)Enable record locking for a moduleDelete record locking configs (by IDs)Update one record locking config by IDDelete one record locking config by IDPurge matching recycle bin recordsRestore records from the recycle binEmpty the recycle binRestore one deleted recordPermanently delete one bin recordUpdate several rolesCreate rolesUpdate a roleDelete a roleUpdate several scoring rulesCreate a scoring ruleDelete several scoring rulesUpdate a scoring ruleDelete a scoring ruleActivate a scoring ruleDeactivate a scoring ruleClone a scoring ruleUpdate service preferencesUpdate several shiftsCreate shiftsUpdate a shiftDelete a shiftMerge two tagsUpdate tags (IDs in body)Create tagsUpdate one tagDelete a tagUpdate several territoriesCreate territoriesDelete several territoriesUpdate one territoryDelete one territoryTransfer and delete territoriesTransfer and delete one territoryAdd users to a territoryRemove users from a territoryAdd one user to a territoryRemove one user from a territoryUpdate unsubscribe links (ID in body)Create an unsubscribe linkUpdate one unsubscribe linkDelete an unsubscribe linkCreate a user groupUpdate a user groupDelete a user groupUpdate variable groups (IDs in body)Update one variable groupUpdate several variablesCreate variablesDelete several variablesUpdate a variableDelete a variableUpdate webhooks (IDs in body)Create a webhookDelete several webhooksUpdate one webhookDelete a webhookUpdate workflow rules (ID in body)Create a workflow ruleDelete several workflow rulesUpdate one workflow ruleDelete a workflow ruleReorder workflow rulesCreate an automation taskDelete several automation tasksUpdate an automation taskDelete an automation taskUpdate several non-base currenciesAdd new currencies to the organizationUpdate a single currencyUpdate the base currencyEnable multi-currency and set base currencyUpload an organization logoRemove the organization's logoLock a recordChange the reason on a record lockUnlock a locked recordRun multiple API requests in one callUpdate several related recordsUnlink several related recordsUpdate one specific related recordUnlink one related recordUpdate multiple notes in bulkCreate notes in the Notes moduleDelete several notes by IDUpdate a note by its IDDelete a note by its IDUpdate several notes on one recordAdd notes to a specific recordDelete several notes from one recordUpdate one note on a specific recordDelete one note from a specific recordUpload files to Zoho File SystemStart a bulk export jobEnrich a record's company data with ZiaAssociate emails with a CRM recordUnenroll records from cadencesEnroll records into a manual cadenceChange the owner of one recordChange the owner of several chosen recordsMerge duplicate records into a master recordConvert a quote or sales order to the next stageSend an email from a mail merge templateSend a mail merge document for signatureReassign owner for every record in a custom viewMass delete records by IDs or custom viewSet one field value across many recordsReplace a notification channel configurationSubscribe to record change notificationsDisable notification channelsChange a notification channel's URL or eventsInvite multiple portal usersInvite one record to the portalClone a recordShare one record's emails with colleaguesStop sharing one record's emailsShare emails of many recordsStop sharing emails of many recordsSend an email to a recordChange sharing permissions on a recordShare a record with usersRevoke all sharing on a recordAdd tags to multiple recordsRemove tags from multiple recordsAdd tags to a single recordRemove tags from a single recordAssign territories to one recordAssign territories to many recordsRemove territories from one recordRemove territories from many recordsUnblock email addresses on many recordsUnblock the email address on one recordStart a bulk import jobUpdate several appointments at onceBook new appointmentsDelete several appointmentsUpdate a single appointmentDelete a single appointmentDelete a link attachment from a recordAttach a file or URL to a recordUpdate several holidays at onceCreate holidaysUpdate one holidayDelete a holidayUpload a record's photoRemove a record's photoUpdate several service recordsCreate service recordsDelete several service recordsUpdate one service recordDelete one service recordUpdate several records in one requestCreate records in a moduleDelete several records at onceUpdate one record by IDDelete one record by IDInsert or update records by duplicate checkSave an email draft on a recordEdit an email draftDelete an email draftUpdate several users at onceAdd a new user to the organizationUpdate a single user by IDDelete a userAssign territories to a userRemove several territories from a userRemove one territory from a userTransfer a user's records and then delete the userTransfer and delete users in a batchTransfer a user's records without deleting themUpdate a custom layoutReplace values in a global picklistUpload a file for a bulk write jobList REST APIs available to the userGet appointment preferencesList assignment rulesGet an assignment ruleList audit log export jobsGet an audit log export jobGet business hoursList cadencesGet call preferencesList a module's custom viewsGet a custom viewGet data sharing settingsGet duplicate check preferenceList email templatesList field update actionsGet a field update actionList a module's fieldsGet one field's metadataGet fiscal year settingsList from email addressesList global picklistsGet a global picklistSee where a picklist value is usedList inventory templatesList a module's layoutsGet a layoutList field dependencies in a layoutGet a field dependencyCheck a tag mass-delete jobList CRM modulesGet a module's metadataGet a field's picklist valuesList pipelines for a layoutGet a pipelineList portal user typesGet a portal user typeList portal users of a typeList portalsGet a portalList CRM profilesGet a profileGet record locking configurationGet one record locking config by IDList recycle bin recordsCount recycle bin recordsGet one recycle bin recordGet related lists configurationList rolesGet a roleList scoring rulesGet a scoring ruleGet service preferencesList shift hoursGet a shiftCount records with a tagList tags in a moduleList territoriesGet a territoryList child territoriesCount users per territoryList users in a territoryGet a user in a territoryList unsubscribe linksGet an unsubscribe linkSee where unsubscribe links are usedList user groupsGet a user groupList a user group's membersCount a user group's sourcesCount users across user groupsSee where a user group is usedList variable groupsGet a variable groupList variablesGet a variableList webhooksGet a webhookList webhook failuresList modules using webhooksGet webhook usage reportList wizardsList workflow rulesGet a workflow ruleCount actions in workflow rulesCount workflow actions per moduleGet workflow rule limits and usageGet a workflow rule's execution usageList automation tasksGet an automation taskGet Zia data enrichment settingsList the organization's currenciesGet one currency's detailsGet the organization's company detailsGet the organization's logoGet a record's lock detailsList records in a record's related listGet one specific related recordList deleted records in a moduleList deleted records once related to a recordList notes across the CRMGet a note by its IDList notes on a specific recordGet one note on a specific recordDownload a file from Zoho File SystemCheck a bulk export job's statusDownload a bulk export's result fileList Zia organization enrichment jobsGet the result of an organization enrichmentFetch full rich text for several recordsFetch full rich text for one recordCheck the status of a record merge jobCount related records under a parent recordDownload a merged mail merge documentCheck a mass change owner jobCheck a mass delete jobCheck a mass update jobList active notification channelsCheck a scheduled portal invitation jobSee who a record is shared withSee who a record's emails can be shared withCheck a bulk write jobQuery records with a COQL selectList appointmentsGet one appointmentDownload a record's attachment fileList a record's attachmentsList holidaysGet one holidayGet a record's activity timelineList features available in my editionGet details of one featureGet a record's photoDownload an email attachment on a recordDownload inline images from a record's emailList service recordsGet one service recordCount records in a moduleList records in a moduleGet one record by IDList email drafts on a recordGet one email draftList the user groups a user belongs toList users in the organizationGet one user's detailsList territories assigned to a userGet one territory assigned to a userCheck a transfer-and-delete job's statusCheck a transfer-only job's statusShowing 400 of 405. 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