MCP For Claude Marketplace
Zoho CRM Activities

Zoho CRM Activities MCP Connector for Claude

A+

Create and manage tasks, calls, events, and notes — full activity tracking for your Zoho CRM.

8 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect Zoho CRM to any AI agent — manage your entire CRM without switching tabs.

What you can do

  • Leads — Search and create leads with source and status tracking
  • Contacts — Find and create contacts linked to accounts
  • Accounts — Search companies and organizations
  • Deals — Search, create, and track deals through pipeline stages
  • Notes — Create notes attached to any CRM record
  • Generic List — Query any Zoho CRM module directly

Who is this for?

  • Sales Reps — CRM at your fingertips through AI
  • BDRs — Quickly qualify and create leads
  • Sales Managers — Pipeline visibility and deal insights
  • Support Teams — Access contact and account data seamlessly
task-managementactivity-trackingcrm-integrationevent-schedulingcall-loggingnotes

8 tools expose this connector's capabilities to your AI agent.

zoho_create_call

Subject is required. Call_Type: Outbound or Inbound. Call_Purpose describes the reason (Prospecting, Follow-up, Demo, etc.). Call_Start_Time uses ISO format. Use to log completed calls or schedule upcoming ones. Log a call in Zoho CRM with subject, type (Inbound/Outbound), purpose, and start time for activity tracking

zoho_create_event

Event_Title, Start_DateTime, and End_DateTime are required (ISO format). Events appear in the Zoho CRM calendar and can be linked to contacts, leads, and deals. Use to schedule meetings, demos, or any time-bound activity. Create a calendar event in Zoho CRM with title, start/end times, and description for meetings and appointments

zoho_create_task

Subject is required. Status: Not Started, Deferred, In Progress, Completed, Waiting on someone else. Priority: High, Highest, Normal, Low, Lowest. Due_Date uses YYYY-MM-DD. Use for scheduling follow-ups, assigning action items, or creating reminders. Create a task in Zoho CRM with subject, due date, priority, and status for sales and support follow-ups

zoho_list_calls

Returns call subject, type (Inbound/Outbound), call result/disposition, duration, and linked contact/lead. Use when the user asks about call activity, wants to review call history, or needs to audit sales call volume. List call logs in Zoho CRM with subject, call type (Inbound/Outbound), result, duration, and linked contacts

zoho_list_events

Returns event title, start and end DateTime, location, and linked records. Events represent meetings, demos, webinars, and other calendar-based activities. Use when the user asks about scheduled meetings, upcoming events, or calendar review. List calendar events in Zoho CRM with title, start/end dates, location, and linked contacts

zoho_list_notes

Requires module (Leads, Contacts, Deals, Accounts) and recordId. Returns note title, content, and creation date. Use when the user asks "what notes are on this contact?" or wants to review the activity history of a record. List notes attached to a specific Zoho CRM record — see the activity log and history for any contact, deal, or account

zoho_list_tasks

Returns task subject, due date, status, priority, and linked record. Tasks are action items assigned to CRM users — follow-up calls, document preparation, or approval steps. Use when the user asks about pending work, due dates, or task status. List Zoho CRM tasks with subject, due date, status (Not Started/In Progress/Completed), and priority (High/Normal/Low)

zoho_update_task

Only specified fields change. Common operations: set Status to "Completed" when done, change Priority for escalation, push Due_Date when rescheduling. Update an existing Zoho CRM task — change status, priority, due date, or subject to reflect progress

See how to talk to your AI agent using Zoho CRM Activities.

Search for leads from web form

👥 **Leads from Web Form** | Name | Email | Company | Status | |---|---|---|---| | John Smith | john@acme.com | Acme Corp | New | | Maria Garcia | maria@beta.io | Beta Inc | Contacted |

Create a deal: Enterprise Plan $25,000

✅ **Deal Created!** - Name: Enterprise Plan - Amount: $25,000 - Stage: Qualification - Closing: 2024-03-30

Leads, Contacts, Accounts, Deals, Notes, and any custom module. All data respects your Zoho CRM permissions.

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