Create product

Creates a new product

Create activity

Creates a new activity

Create notes

Creates notes for the selected deal

Update deal

Updates the details of an existing deal

Create contact person

Creates a new contact person for the selected organization

Create organization

Creates a new organization

Create deal

Creates a new deal

Update contact person

Updates the details of an existing contact person

Update activity

Updates the details of an existing activity

Update notes

Updates existing notes

Update product

Updates the details of an existing product

Update organization

Updates the details of an existing organization

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch organization by name

Fetches the details of an existing organization by name

Fetch user by name

Fetches the details of an existing user by name

Fetch deal by title

Fetches the details of an existing deal by title

Fetch product by name

Fetches the details of an existing product by name

Fetch person by name

Fetches the details of an existing person record by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch organization by ID

Fetches the details of an existing organization by ID

Add tags

Adds tags to the specified record

Remove tags

Removes tags from the specified record

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Add note

Adds a note to the selected module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Send email template

Sends an email to the specified users

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Send mail merge

Sends a mail merge with details of the selected record

Update module entry

Updates the specified module entry

Raise signal

Raises a signal to Zoho CRM

Update related module entry

Relates an entry in this module with an entry in another module

Convert lead to contact

Converts a lead to a contact

Add user

Adds a new user

Update user

Updates the details of an existing user based on user ID

Fetch event

Fetches an event by its title or unique ID

Fetch user

Fetches a user by name or email address

Fetch email template

Fetches an email template by name

Clone module entry

Clones an existing module entry

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch lead

Fetches a lead by email address or unique ID

Fetch account

Fetches an account by its name or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch inventory template

Fetches an inventory template using ID

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values