Connect your Zoho CRM account to Goodweek to manage leads, contacts, deals, accounts, and activities directly from your AI workspace.
ℹ️ Governance note
Goodweek will never exceed the access levels granted to the user within Zoho CRM, guaranteeing alignment with your organization's governance policies. Outcomes and available features may vary depending on each user's specific permissions and authenticated access.
📋 Prerequisites
Before any user can see and connect the Zoho CRM integration, your organization admin must first enable it from the Goodweek Admin Panel under the Integrations tab.
Admin Setup
The Zoho CRM integration uses OAuth 2.0 and does not require any admin-level approval within Zoho before users can connect.
⚠️ Regional data centers
Zoho operates data centers in multiple regions (US, EU, AU, IN, JP). During the OAuth connection flow, make sure to sign in with the account associated with your correct regional data center. Signing in with the wrong region will result in a failed connection or missing data.
User Connection
In Goodweek, go to Integrations.
Find Zoho CRM and click Connect.
You will be redirected to Zoho, where you will be asked to sign in and authorize access.
Click Accept to grant access and return to Goodweek.
Important Notes
Each user must connect their own account individually.
Goodweek can only access the Zoho CRM records and modules that your individual user profile has permission to see. Field-level and module-level security in Zoho CRM applies.
You can revoke Goodweek's access at any time from Zoho CRM → Setup → Security Control → Connected Apps → Composio → Revoke.
Available Tools
Tool | Description | Type |
List Zoho CRM Leads | Retrieves lead records from Zoho CRM with pagination and filtering support. | Read |
Search Leads | Searches for leads by field criteria, email, phone, or keyword. | Read |
Create Lead in Zoho CRM | Creates a new lead record in Zoho CRM. Only Last_Name is mandatory. | Write |
Update Lead | Updates one or more existing lead records in Zoho CRM. | Write |
Convert Zoho CRM Lead | Converts a lead into a contact, account, and optionally a deal in Zoho CRM. | Write |
List Contacts | Retrieves contact records with pagination, filtering, and sorting support. | Read |
Search Zoho CRM Contacts | Searches for contacts by criteria, email, phone, or keyword. | Read |
Get Zoho CRM Contact | Retrieves a single contact record by its ID. | Read |
Create Contact in Zoho CRM | Creates a new contact record in Zoho CRM. | Write |
List Deals | Retrieves a list of deals with filtering, sorting, and pagination. | Read |
Search Deals in Zoho CRM | Searches for deals by criteria, email, phone, or keyword. | Read |
Create Deal in Zoho CRM | Creates a new deal representing a sales opportunity with stage, amount, and closing date. | Write |
Update Zoho CRM Deal | Updates fields on an existing deal record. | Write |
List Zoho CRM Accounts | Retrieves a list of account records with pagination and filtering. | Read |
Search Zoho CRM Accounts | Searches for account records by criteria, email, phone, or keyword. | Read |
Get Zoho CRM Account | Retrieves a specific account record by its ID. | Read |
Update Zoho CRM Account | Updates fields on an existing account record. | Write |
Create Note in Zoho CRM | Creates a note attached to any standard CRM record. | Write |
List Zoho CRM Notes | Retrieves notes across all modules in chronological order. | Read |
Search Notes | Searches for notes by criteria or keyword. | Read |
List Zoho CRM Tasks | Retrieves tasks from the Tasks module with filtering, pagination, and sorting. | Read |
Search Zoho CRM Tasks | Searches for tasks by subject, status, priority, or due date. | Read |
List Zoho CRM Calls | Retrieves call activity records with pagination support. | Read |
List Zoho CRM Events | Lists events (meetings) with pagination and filtering. | Read |
Create Zoho Event | Creates a new event record such as a meeting, call, or appointment in Zoho CRM. | Write |
Get Zoho CRM Records | Retrieves records from any specified Zoho CRM module with pagination. | Read |
Search Zoho CRM Records | Searches for records within any module by field criteria or keyword. | Read |
Create Zoho CRM Record | Creates new records in any specified Zoho CRM module. | Write |
Update Zoho CRM Record | Updates existing records in any specified module. Supports up to 100 records per call. | Write |
Upload Attachment to Zoho CRM Record | Uploads a file as an attachment to a specific Zoho CRM record. | Write |
List Attachments for Zoho CRM Record | Lists attachment metadata for a specific record. | Read |
Get Zoho CRM Module Fields Metadata | Retrieves field metadata for a module including API names, data types, and permissions. | Read |
List Zoho CRM Modules | Lists all available Zoho CRM modules (standard and custom). | Read |
Get Zoho CRM Users | Retrieves users from Zoho CRM including name, email, and role information. | Read |
Delete Zoho CRM Contact | Permanently deletes a contact from Zoho CRM. This action is irreversible. | ⚠️ Destructive |
Delete Zoho CRM Deal | Permanently deletes a deal record from Zoho CRM. This action is irreversible. | ⚠️ Destructive |
Delete Zoho Account | Permanently deletes an account record from Zoho CRM. This action is irreversible. | ⚠️ Destructive |
Use Cases
Create and update CRM records from conversations. Add new leads, contacts, or deals to Zoho CRM directly from a Goodweek conversation — with stage, amount, and field values — without opening Zoho.
Search and retrieve records on demand. Query leads, deals, or accounts by email, keyword, or field criteria from Goodweek to surface specific records for review or follow-up.
Convert leads into contacts and deals. Trigger lead conversion directly from Goodweek, creating a contact, account, and optionally a deal in one action.
Log notes, tasks, and activities against records. Attach notes, create tasks, or log call records to existing CRM records from Goodweek to keep activity history current.
Troubleshooting
Connected but records from the wrong region appear (or none at all)
Make sure you signed in with the Zoho account associated with your correct regional data center during the connection flow. Disconnect and reconnect if needed, selecting the right region.
Integration not visible in Goodweek
Make sure your organization admin has enabled the Zoho CRM integration from the Goodweek Admin Panel under the Integrations tab.