zoho-crm

Verified·Scanned 2/17/2026

Zoho CRM API integration with managed OAuth. Manage leads, contacts, accounts, deals, and other CRM records. Use this skill when users want to read, create, update, or delete CRM records, search contacts, or manage sales pipelines in Zoho CRM. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Requires network access and valid Maton API key.

from clawhub.ai·v1.0·19.1 KB·0 installs
Scanned from 1.0.1 at 52a5e2c · Transparency log ↗
$ vett add clawhub.ai/byungkyu/zoho-crm

Zoho CRM

Access the Zoho CRM API with managed OAuth authentication. Manage leads, contacts, accounts, deals, and other CRM modules with full CRUD operations including search and bulk operations.

Quick Start

# List leads
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Leads?fields=First_Name,Last_Name,Email')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Base URL

https://gateway.maton.ai/zoho-crm/crm/v8/{endpoint}

The gateway proxies requests to www.zohoapis.com/crm/v8 and automatically injects your OAuth token.

Authentication

All requests require the Maton API key in the Authorization header:

Authorization: Bearer $MATON_API_KEY

Environment Variable: Set your API key as MATON_API_KEY:

export MATON_API_KEY="YOUR_API_KEY"

Getting Your API Key

  1. Sign in or create an account at maton.ai
  2. Go to maton.ai/settings
  3. Copy your API key

Connection Management

Manage your Zoho CRM OAuth connections at https://ctrl.maton.ai.

List Connections

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections?app=zoho-crm&status=ACTIVE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Create Connection

python <<'EOF'
import urllib.request, os, json
data = json.dumps({'app': 'zoho-crm'}).encode()
req = urllib.request.Request('https://ctrl.maton.ai/connections', data=data, method='POST')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Content-Type', 'application/json')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Get Connection

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Response:

{
  "connection": {
    "connection_id": "e55c5bac-241a-4cc8-9db5-50d2cad09136",
    "status": "ACTIVE",
    "creation_time": "2025-12-08T07:20:53.488460Z",
    "last_updated_time": "2026-01-31T20:03:32.593153Z",
    "url": "https://connect.maton.ai/?session_token=...",
    "app": "zoho-crm",
    "metadata": {}
  }
}

Open the returned url in a browser to complete OAuth authorization.

Delete Connection

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}', method='DELETE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Specifying Connection

If you have multiple Zoho CRM connections, specify which one to use with the Maton-Connection header:

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Leads?fields=First_Name,Last_Name,Email')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Maton-Connection', 'e55c5bac-241a-4cc8-9db5-50d2cad09136')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

If omitted, the gateway uses the default (oldest) active connection.

API Reference

Modules

Zoho CRM organizes data into modules. Core modules include:

ModuleAPI NameDescription
LeadsLeadsPotential customers
ContactsContactsIndividual people
AccountsAccountsOrganizations/companies
DealsDealsSales opportunities
CampaignsCampaignsMarketing campaigns
TasksTasksTo-do items (requires additional OAuth scope)
CallsCallsPhone call logs (requires additional OAuth scope)
EventsEventsCalendar appointments (requires additional OAuth scope)
ProductsProductsItems you sell (requires additional OAuth scope)

List Records

GET /zoho-crm/crm/v8/{module_api_name}?fields={field1},{field2}

Query Parameters:

ParameterTypeDescription
fieldsstringRequired. Comma-separated field API names (max 50)
pageintegerPage number (default: 1)
per_pageintegerRecords per page (default/max: 200)
sort_bystringSort by: id, Created_Time, or Modified_Time
sort_orderstringasc or desc (default)
cvidlongCustom view ID
page_tokenstringFor >2000 records pagination

Example - List Leads:

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Leads?fields=First_Name,Last_Name,Email,Phone,Company')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Response:

{
  "data": [
    {
      "First_Name": "Christopher",
      "Email": "christopher-maclead@noemail.invalid",
      "Last_Name": "Maclead (Sample)",
      "Phone": "555-555-5555",
      "Company": "Rangoni Of Florence",
      "id": "7243485000000597000"
    }
  ],
  "info": {
    "per_page": 200,
    "count": 1,
    "page": 1,
    "sort_by": "id",
    "sort_order": "desc",
    "more_records": false,
    "next_page_token": null
  }
}

Example - List Contacts:

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Contacts?fields=First_Name,Last_Name,Email,Phone')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Example - List Accounts:

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Accounts?fields=Account_Name,Website,Phone')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Example - List Deals:

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Deals?fields=Deal_Name,Stage,Amount')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Get Record

GET /zoho-crm/crm/v8/{module_api_name}/{record_id}

Example:

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Leads/7243485000000597000')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Create Records

POST /zoho-crm/crm/v8/{module_api_name}
Content-Type: application/json

{
  "data": [
    {
      "field_api_name": "value"
    }
  ]
}

Mandatory Fields by Module:

ModuleRequired Fields
LeadsLast_Name
ContactsLast_Name
AccountsAccount_Name
DealsDeal_Name, Stage
TasksSubject
CallsSubject, Call_Type, Call_Start_Time, Call_Duration
EventsEvent_Title, Start_DateTime, End_DateTime

Example - Create Lead:

python <<'EOF'
import urllib.request, os, json
data = json.dumps({
    "data": [{
        "Last_Name": "Smith",
        "First_Name": "John",
        "Email": "john.smith@example.com",
        "Company": "Acme Corp",
        "Phone": "+1-555-0123"
    }]
}).encode()
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Leads', data=data, method='POST')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Content-Type', 'application/json')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Response:

{
  "data": [
    {
      "code": "SUCCESS",
      "details": {
        "Modified_Time": "2026-02-06T01:10:56-08:00",
        "Modified_By": {
          "name": "User Name",
          "id": "7243485000000590001"
        },
        "Created_Time": "2026-02-06T01:10:56-08:00",
        "id": "7243485000000619001",
        "Created_By": {
          "name": "User Name",
          "id": "7243485000000590001"
        }
      },
      "message": "record added",
      "status": "success"
    }
  ]
}

Example - Create Contact:

python <<'EOF'
import urllib.request, os, json
data = json.dumps({
    "data": [{
        "Last_Name": "Doe",
        "First_Name": "Jane",
        "Email": "jane.doe@example.com",
        "Phone": "+1-555-9876"
    }]
}).encode()
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Contacts', data=data, method='POST')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Content-Type', 'application/json')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Example - Create Account:

python <<'EOF'
import urllib.request, os, json
data = json.dumps({
    "data": [{
        "Account_Name": "Acme Corporation",
        "Website": "https://acme.com",
        "Phone": "+1-555-1234"
    }]
}).encode()
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Accounts', data=data, method='POST')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Content-Type', 'application/json')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Update Records

PUT /zoho-crm/crm/v8/{module_api_name}
Content-Type: application/json

{
  "data": [
    {
      "id": "record_id",
      "field_api_name": "updated_value"
    }
  ]
}

Example:

python <<'EOF'
import urllib.request, os, json
data = json.dumps({
    "data": [{
        "id": "7243485000000619001",
        "Phone": "+1-555-9999",
        "Company": "Updated Company Name"
    }]
}).encode()
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Leads', data=data, method='PUT')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Content-Type', 'application/json')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Response:

{
  "data": [
    {
      "code": "SUCCESS",
      "details": {
        "Modified_Time": "2026-02-06T01:11:01-08:00",
        "Modified_By": {
          "name": "User Name",
          "id": "7243485000000590001"
        },
        "Created_Time": "2026-02-06T01:10:56-08:00",
        "id": "7243485000000619001",
        "Created_By": {
          "name": "User Name",
          "id": "7243485000000590001"
        }
      },
      "message": "record updated",
      "status": "success"
    }
  ]
}

Delete Records

DELETE /zoho-crm/crm/v8/{module_api_name}?ids={record_id1},{record_id2}

Query Parameters:

ParameterTypeDescription
idsstringComma-separated record IDs (required, max 100)
wf_triggerbooleanExecute workflows (default: true)

Example:

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Leads?ids=7243485000000619001', method='DELETE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Response:

{
  "data": [
    {
      "code": "SUCCESS",
      "details": {
        "id": "7243485000000619001"
      },
      "message": "record deleted",
      "status": "success"
    }
  ]
}

Search Records

GET /zoho-crm/crm/v8/{module_api_name}/search

Query Parameters (one required):

ParameterTypeDescription
criteriastringSearch criteria (e.g., (Last_Name:equals:Smith))
emailstringSearch by email address
phonestringSearch by phone number
wordstringGlobal text search
pageintegerPage number
per_pageintegerRecords per page (max 200)

Criteria Format: ((field_api_name:operator:value) and/or (...))

Operators:

  • Text fields: equals, not_equal, starts_with, in
  • Date/Number fields: equals, not_equal, greater_than, less_than, between, in
  • Boolean fields: equals, not_equal

Example - Search by email:

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/zoho-crm/crm/v8/Leads/search?email=christopher-maclead@noemail.invalid')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Example - Search by criteria:

python <<'EOF'
import urllib.request, os, json
import urllib.parse
criteria = urllib.parse.quote('(Last_Name:starts_with:Smith)')
req = urllib.request.Request(f'https://gateway.maton.ai/zoho-crm/crm/v8/Leads/search?criteria={criteria}')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Response:

{
  "data": [
    {
      "First_Name": "Christopher",
      "Email": "christopher-maclead@noemail.invalid",
      "Last_Name": "Maclead (Sample)",
      "id": "7243485000000597000"
    }
  ],
  "info": {
    "per_page": 200,
    "count": 1,
    "page": 1,
    "more_records": false
  }
}

Pagination

Zoho CRM uses page-based pagination with optional page tokens for large datasets:

GET /zoho-crm/crm/v8/{module_api_name}?fields=First_Name,Last_Name&page=1&per_page=50

Response includes pagination info:

{
  "data": [...],
  "info": {
    "per_page": 50,
    "count": 50,
    "page": 1,
    "sort_by": "id",
    "sort_order": "desc",
    "more_records": true,
    "next_page_token": "token_value",
    "page_token_expiry": "2026-02-07T01:10:56-08:00"
  }
}
  • For up to 2,000 records: Use page parameter (increment each request)
  • For 2,000+ records: Use page_token from previous response
  • Page tokens expire after 24 hours

Code Examples

JavaScript

const response = await fetch(
  'https://gateway.maton.ai/zoho-crm/crm/v8/Leads?fields=First_Name,Last_Name,Email',
  {
    headers: {
      'Authorization': `Bearer ${process.env.MATON_API_KEY}`
    }
  }
);
const data = await response.json();

Python

import os
import requests

response = requests.get(
    'https://gateway.maton.ai/zoho-crm/crm/v8/Leads',
    headers={'Authorization': f'Bearer {os.environ["MATON_API_KEY"]}'},
    params={'fields': 'First_Name,Last_Name,Email'}
)
data = response.json()

Notes

  • The fields parameter is required for list operations (max 50 fields)
  • Module API names are case-sensitive (e.g., Leads, not leads)
  • Maximum 100 records per create/update request
  • Maximum 100 records per delete request
  • Maximum 200 records returned per GET request
  • Maximum 2,000 records without page_token; up to 100,000 with page_token
  • Use field API names (not display names) in requests
  • Some modules (Tasks, Events, Calls, Products) require additional OAuth scopes. If you receive a scope error, contact Maton support at support@maton.ai with the specific operations/APIs you need and your use-case
  • Empty datasets return HTTP 204 (No Content) with empty body
  • IMPORTANT: When using curl commands, use curl -g when URLs contain brackets to disable glob parsing
  • IMPORTANT: When piping curl output to jq or other commands, environment variables like $MATON_API_KEY may not expand correctly in some shell environments

Error Handling

StatusMeaning
400Missing Zoho CRM connection, missing required parameter, or invalid request
401Invalid or missing Maton API key, or OAuth scope mismatch
404Resource not found
429Rate limited
4xx/5xxPassthrough error from Zoho CRM API

Common Error Codes

CodeDescription
OAUTH_SCOPE_MISMATCHOAuth token lacks required permissions for the endpoint
MANDATORY_NOT_FOUNDRequired field is missing
INVALID_DATAData type mismatch or format error
DUPLICATE_DATARecord violates unique field constraint
RECORD_NOT_FOUNDThe specified record ID does not exist

Troubleshooting: Invalid API Key

When you receive a "Invalid API key" error, ALWAYS follow these steps before concluding there is an issue:

  1. Check that the MATON_API_KEY environment variable is set:
echo $MATON_API_KEY
  1. Verify the API key is valid by listing connections:
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Resources