Create or update lead

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

Remove tags

Removes tags from the specified record

Add tags

Adds tags to the specified record

Raise signal

Raises a signal to Zoho CRM

Create or update contact

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

Send email template

Sends an email to the specified users

Create module entry

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

Add note

Adds a note to the selected module

Add user

Adds a new user

Convert lead to contact

Converts a lead to a contact

Update related module entry

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

Create or update module entry

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

Update module entry

Updates the specified module entry

Send mail merge

Sends a mail merge with details of the selected record

Update user

Updates the details of an existing user based on user ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch event

Fetches an event by its title or unique ID

Fetch deal

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

Fetch contact

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

Fetch inventory template

Fetches an inventory template using ID

Fetch user

Fetches a user by name or email address

Fetch account

Fetches an account by its name or unique ID

Clone module entry

Clones an existing module entry

Fetch email template

Fetches an email template by name

Delete module entry

Deletes the specified entry

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

Create product

Creates a new product

Create task

Creates a new task

Create order

Creates a new order

Create lead

Creates a new lead

Create event

Creates a new event

Create case

Creates a new case

Create campaign

Creates a new campaign

Create account

Creates a new account

Create note

Creates a new note

Create contact

Creates a new contact

Create solution

Creates a new solution

Create custom module entry

Creates a new entry in the selected module

Create opportunity

Creates a new opportunity

Update lead

Updates the details of an existing lead

Update note

Updates the details of an existing note

Update order

Updates the details of an existing order

Update event

Updates the details of an existing event

Update solution

Updates the details of an existing solution

Update opportunity

Updates the details of an existing opportunity

Update contact

Updates the details of an existing contact

Update product

Updates the details of an existing product

Update custom module entry

Updates the details of entry in the selected module

Update task

Updates the details of an existing task

Update campaign

Updates the details of an existing campaign

Update case

Updates the details of an existing case

Update account

Updates the details of an existing account

Fetch account

Fetches the details of an existing account by name or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch custom module entry

Fetches the details of an entry in the selected module by name or ID

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch user

Fetches the details of an existing user by email, name or ID

Fetch contact

Fetches the details of an existing contact by name or email address or ID

Fetch module entry

Fetches the details of a module record entry based on the specified value

Fetch company

Fetches the details of an existing D&B company by name or ID

Fetch note

Fetches the details of an existing note by title or ID

Fetch asset

Fetches the details of an existing asset by name or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

Fetch case

Fetches the details of an existing case by subject or ID

Fetch order

Fetches the details of an existing order by number or ID

Fetch group

Fetches the details of an existing group by name or ID

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch product

Fetches the details of an existing product by name or ID