Zoho CRM
CRM
General-purpose CRM (leads, contacts, deals, custom modules) plus SQL-like COQL queries.
Ask Ruby
28 read tools
Ruby reads from Zoho CRM and grounds her answers in your data. Every connection starts read-only: she surfaces, summarizes, and drafts, and your team 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)
22 write tools, off by default
Let Ruby update your CRM records, not just read them. The CRM's structure (custom fields, modules, layouts, users) stays off limits either way.
An admin switches a connection to read-write in Settings > Integrations. From then on every write waits for a human’s approval before it leaves, by default, and every one lands in your audit log with what changed.
Createrecords
Changes data in the connected account. Create a Record in a specific module (POST /{module})
Updaterecords
Changes data in the connected account. To update existing entities or records in a specified module To update existing entities or records in a specified module. (PUT /{module})
Deleterecords
Changes data in the connected account. Delete multiple records from a module Permanently deletes one or more records from the specified module using comma-separated record IDs. Returns per-item results for bulk operations. (DELETE /{module}) Query params: ids.
Updaterecord
Changes data in the connected account. To update existing entities or records in a specified module with the recordID (PUT /{module}/{recordID})
Deleterecord
Changes data in the connected account. Delete a single record by ID Permanently deletes a specific record from the module using its unique record ID. (DELETE /{module}/{recordID})
Upsertrecords
Changes data in the connected account. To insert a new or update an existing record based on duplicate check field The Upsert API allows you to insert a new record or update an existing one based on duplicate check field values. (POST /{module}/upsert)
Clonerecord
Changes data in the connected account. To clone a record in a module To clone a record in a module. (POST /{module}/{recordID}/actions/clone)
Updaterelatedrecords
Changes data in the connected account. Update Related Records Updates multiple related records' specific properties in a specified related list. (PUT /{parentRecordModule}/{parentRecord}/{relatedList})
Delinkrelatedrecords
Changes data in the connected account. Remove Related Records by IDs Removes relationships between a parent record and multiple records in a specified related list, identified by their IDs in the query parameter. This operation deletes only the relationship links, not the actual records themselves. The target records remain intact in their respective modules. (DELETE /{parentRecordModule}/{parentRecord}/{relatedList}) Query params: ids.
Updatespecificrelatedrecord
Changes data in the connected account. Update Specific Related Record Updates a specific related record's properties. (PUT /{parentRecordModule}/{parentRecord}/{relatedList}/{record})
Delinkspecificrelatedrecord
Changes data in the connected account. Delink Specific Related Record Deletes the association between a parent record and a specific related record. This operation deletes only the relationship link, not the actual record itself. (DELETE /{parentRecordModule}/{parentRecord}/{relatedList}/{record})
Createnotesmodule
Changes data in the connected account. Create Notes Creates one or more note records. (POST /Notes)
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.
Reads by default
Every connection starts read-only. Ruby surfaces and drafts while your team takes the action; writes are opt-in per connection, human-approved by default, and always logged.
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.
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, permissioned 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?
Not unless you turn it on. Every Zoho CRM connection starts read-only. An admin can switch a connection to read-write in Settings > Integrations; from then on each write Ruby makes waits for a human's approval before it leaves (by default; the same admin can switch that off) and is recorded in your audit log either way.
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.
