Zoho CRM integration

What it does

The Zoho CRM integration lets your agency operate on a client's sales pipeline without leaving TaskJuice. Connect a client's Zoho CRM account once and you can list and create leads, deals, contacts, and tasks, and react to records being created or modified in the CRM. Every action targets the client's regional Zoho API host (US, Europe, India, or Australia), so a workflow you build for one client runs unmodified against the next account you onboard regardless of which data center they live in.

Connect a Zoho CRM account

1. Open your workspace in TaskJuice and navigate to Connections.
2. Choose Zoho CRM and click Connect.
3. Enter the client's data-center suffix. Use com for United States accounts (accounts.zoho.com), eu for Europe, in for India, or com.au for Australia. The suffix must match the URL the client uses to sign in to Zoho.
4. Sign in to Zoho as a user with permission to install marketplace apps and approve the requested scopes (modules, settings read, users read).
5. TaskJuice returns to the workspace with the connection ready to use in any workflow.

To revoke access, the account owner can open Zoho CRM Setup, then Apps and Integrations, then Connected Apps, and remove the TaskJuice app. The full OAuth grant flow is documented in the Zoho CRM OAuth overview.

Triggers

• zoho-crm/lead-modified polls the client's Leads module on an interval and fires once per cycle with every lead created or updated since the previous watermark. Records are wrapped in an items array, so drop a Loop node downstream when you want to process each lead individually.
• zoho-crm/deal-modified polls the Deals module on the same watermark-and-items contract, surfacing both new deals and stage transitions.

Zoho CRM exposes a Notifications API that can deliver signed webhook callbacks, but most accounts and most agency workflows use polling. The bundle ships polling-only so the integration works on every Zoho edition without extra provisioning.

Actions

• zoho-crm/list-leads and zoho-crm/create-lead cover lead reads (with page-based pagination, sort, and field selection) and lead creation against the client's account.
• zoho-crm/list-deals and zoho-crm/create-deal do the same for deals, including stage, amount, closing date, and account association.
• zoho-crm/list-contacts returns contacts with the same pagination and field-selection contract used by the other list actions.
• zoho-crm/create-task creates a task that can optionally be linked to a Lead, Contact, Account, or Deal via the Se_Module and What_Id fields.

Known limitations

• Zoho enforces a per-organization API limit that scales with the client's edition and add-ons (refer to the Zoho CRM API limits reference for the current allowance). When the API returns a 429 status, TaskJuice surfaces it as a retryable error.
• A connection is scoped to a single Zoho data center. To run workflows across clients hosted in different regions, create one connection per region.
• The integration targets the Zoho CRM v6 REST API. Endpoints and field names outside the v6 contract are not exposed.
• Custom modules and custom fields are returned in list responses but are not surfaced as first-class action inputs; use a follow-up update step against the standard module to write to them.