zoho-crm
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.
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
- Sign in or create an account at maton.ai
- Go to maton.ai/settings
- 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:
| Module | API Name | Description |
|---|---|---|
| Leads | Leads | Potential customers |
| Contacts | Contacts | Individual people |
| Accounts | Accounts | Organizations/companies |
| Deals | Deals | Sales opportunities |
| Campaigns | Campaigns | Marketing campaigns |
| Tasks | Tasks | To-do items (requires additional OAuth scope) |
| Calls | Calls | Phone call logs (requires additional OAuth scope) |
| Events | Events | Calendar appointments (requires additional OAuth scope) |
| Products | Products | Items you sell (requires additional OAuth scope) |
List Records
GET /zoho-crm/crm/v8/{module_api_name}?fields={field1},{field2}
Query Parameters:
| Parameter | Type | Description |
|---|---|---|
fields | string | Required. Comma-separated field API names (max 50) |
page | integer | Page number (default: 1) |
per_page | integer | Records per page (default/max: 200) |
sort_by | string | Sort by: id, Created_Time, or Modified_Time |
sort_order | string | asc or desc (default) |
cvid | long | Custom view ID |
page_token | string | For >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:
| Module | Required Fields |
|---|---|
| Leads | Last_Name |
| Contacts | Last_Name |
| Accounts | Account_Name |
| Deals | Deal_Name, Stage |
| Tasks | Subject |
| Calls | Subject, Call_Type, Call_Start_Time, Call_Duration |
| Events | Event_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:
| Parameter | Type | Description |
|---|---|---|
ids | string | Comma-separated record IDs (required, max 100) |
wf_trigger | boolean | Execute 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):
| Parameter | Type | Description |
|---|---|---|
criteria | string | Search criteria (e.g., (Last_Name:equals:Smith)) |
email | string | Search by email address |
phone | string | Search by phone number |
word | string | Global text search |
page | integer | Page number |
per_page | integer | Records 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
pageparameter (increment each request) - For 2,000+ records: Use
page_tokenfrom 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 ${process.env.MATON_API_KEY}`
}
}
);
const data = await response.json();
Python
import os
import requests
response = requests.get(
'https://gateway.maton.ai/zoho-crm/crm/v8/Leads',
headers={'Authorization': f'Bearer {os.environ["MATON_API_KEY"]}'},
params={'fields': 'First_Name,Last_Name,Email'}
)
data = response.json()
Notes
- The
fieldsparameter is required for list operations (max 50 fields) - Module API names are case-sensitive (e.g.,
Leads, notleads) - Maximum 100 records per create/update request
- Maximum 100 records per delete request
- Maximum 200 records returned per GET request
- Maximum 2,000 records without page_token; up to 100,000 with page_token
- Use field API names (not display names) in requests
- Some modules (Tasks, Events, Calls, Products) require additional OAuth scopes. If you receive a scope error, contact Maton support at support@maton.ai with the specific operations/APIs you need and your use-case
- Empty datasets return HTTP 204 (No Content) with empty body
- IMPORTANT: When using curl commands, use
curl -gwhen URLs contain brackets to disable glob parsing - IMPORTANT: When piping curl output to
jqor other commands, environment variables like$MATON_API_KEYmay not expand correctly in some shell environments
Error Handling
| Status | Meaning |
|---|---|
| 400 | Missing Zoho CRM connection, missing required parameter, or invalid request |
| 401 | Invalid or missing Maton API key, or OAuth scope mismatch |
| 404 | Resource not found |
| 429 | Rate limited |
| 4xx/5xx | Passthrough error from Zoho CRM API |
Common Error Codes
| Code | Description |
|---|---|
OAUTH_SCOPE_MISMATCH | OAuth token lacks required permissions for the endpoint |
MANDATORY_NOT_FOUND | Required field is missing |
INVALID_DATA | Data type mismatch or format error |
DUPLICATE_DATA | Record violates unique field constraint |
RECORD_NOT_FOUND | The 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:
- Check that the
MATON_API_KEYenvironment variable is set:
echo $MATON_API_KEY
- 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