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Zoho CRM

CRM

General-purpose CRM (leads, contacts, deals, custom modules) plus SQL-like COQL queries.

28 tools
OAUTH2
Read-only
Managed auth

Ask Ruby

“How many leads came in last month?”
“Show open deals over $10k.”
“Look up the contact record for the Brown account.”
“Which deals have had no activity in 2 weeks?”
What Ruby can do

28 read-only tools

Ruby reads from Zoho CRM and grounds her answers in your data. Every tool is read-only: she surfaces, summarizes, and drafts; a human always takes the action.

Getrecords

Get Records for a specific module To get the list of available records from a module (GET /{module}) Query params: fields, territory_id, ids, cvid, per_page, page, page_token, sort_order, sort_by, converted, include_child.

Getrecord

Get Record for a specific module with RecordId To get the details of a specific record with its unique record ID. (GET /{module}/{recordID})

Getdeletedrecords

Get deleted records from a module Retrieve the deleted records for the module. This endpoint can retrieve both permanently deleted records and temporarily deleted records from the recycle bin. (GET /{module}/deleted)

Executecoqlquery

Execute COQL query Executes a COQL select query to fetch records data. (POST /coql)

Searchrecords

Search Records by Criteria, Word, Email, or Phone Searches records matching your criteria within a CRM module. Supports criteria queries, email/phone/word searches. At least one search parameter required. Max 2,000 records, 15 criteria conditions. Newly created records may have indexing delays. (GET /{module}/search)

Getrelatedrecords

List Related Records Retrieves a paginated list of records from a specific related list of a parent record in a CRM module. Supports filtering by fields and conditional requests using If-Modified-Since header. (GET /{parentRecordModule}/{parentRecord}/{relatedList}) Query params: fields, page, perPage, page_token, ids, sort_order, sort_by, converted.

Getrelatedrecord

Get Specific Related Record Retrieves details of a specific record that is related to a parent record. Returns the record data along with pagination information if applicable. (GET /{parentRecordModule}/{parentRecord}/{relatedList}/{record}) Query params: fields.

Getdeletedrelatedrecord

List Deleted Related Records Retrieves a list of records that were previously related to a parent record but have since been deleted. Useful for audit trails and data recovery scenarios. (GET /{parentRecordModule}/deleted/{parentRecord}/{relatedList}) Query params: fields, page, perPage.

Getnotesmodule

Get Notes Retrieves a list of notes. (GET /Notes)

Getnotebyid

Get a Specific Note Retrieves details of a specific note by its ID. (GET /Notes/{id}) Query params: fields.

Getattachmentbyid

Download a specific attachment file Download the file content of a specific attachment by its ID. This endpoint returns the actual file (image, PDF, document, etc.). For link attachments, an error is returned as they cannot be downloaded. (GET /{moduleApiName}/{recordId}/Attachments/{id})

Getattachments

Retrieve all attachments associated with a specific record Retrieve all attachments associated with a specific record. (GET /{moduleApiName}/{recordId}/Attachments)

Why connect it to Ruby

Built for restoration, not bolted on.

Grounded answers

Ruby reads Zoho CRM live and cites what she found, so answers reflect your actual data, not a stale export.

Read-only by design

Least-privilege, read-only access. Ruby surfaces and drafts; your team always takes the action.

Managed, secure auth

Connect with one click. Tokens are encrypted and scoped per company; revoke access any time.

Knows restoration

Ruby understands jobs, claims, drying logs, and AR, so Zoho CRM data lands in the right operational context.

Use it from anywhere

Connect once, then just ask.

Connect Zoho CRM once in Ruby. Ask in the Ruby app, or bring the same secure connection into the assistant your team already uses.

Ruby

Ask in the Ruby app and get an answer grounded in Zoho CRM and the rest of your connected stack.

Claude

Bring the same secure Zoho CRM connection into Claude so it can answer with your live data.

ChatGPT

Use Zoho CRM from ChatGPT with the same per-company, read-only access Ruby uses.

Frequently asked questions

Do I need developer credentials to connect Zoho CRM?

No. Zoho CRM connects with a single click, Ruby handles the OAuth handshake and token refresh for you.


Can Ruby change anything in Zoho CRM?

No. The Zoho CRM connection is read-only. Ruby reads, summarizes, and drafts; a human always makes the change in Zoho CRM.


Is my Zoho CRM data secure?

Credentials are encrypted at rest and access is scoped per company. You can revoke the connection at any time from Settings > Integrations, which immediately cuts Ruby off.


Can I use Zoho CRM alongside my other tools?

Yes. Ruby reasons across every tool you connect at once, so she can tie Zoho CRM to your CRM, accounting, email, and documentation in a single answer.