Zoho CRM

Create Zoho CRM Contact

Adds a new contact to Zoho CRM.

Unverified

Add this first. This tool needs an access token, so add Get Zoho CRM Access Token to the same bot. The bot calls it first and passes the token in.

What the model is told

Create a new contact in Zoho CRM. Get an access token first if you do not have one. Confirm the name, email address and phone number with the customer before creating it, and check with Find Zoho CRM Contact by Email that they do not already exist. Returns the new contact's ID.

Request

POSThttps://YOUR_ZOHO_API_DOMAIN/crm/v8/Contacts

Headers

  • AuthorizationZoho-oauthtoken {{accessToken}}
  • Content-Typeapplication/json

Body

{
  "data": [
    {
      "First_Name": "{{firstName}}",
      "Last_Name": "{{lastName}}",
      "Email": "{{email}}",
      "Phone": "{{phone}}"
    }
  ]
}

Parameters

  • firstName stringThe customer's first name.
  • lastName stringThe customer's last name.
  • email stringThe customer's email address.
  • phone stringThe customer's phone number in international format.
  • accessToken stringThe access_token value returned by Get Zoho CRM Access Token. Reuse it for the rest of the conversation.

Engage payload

{
  "source": "VOICE_AI",
  "tool": {
    "id": "0990efdb-f912-4123-b16d-e0228695c4c4",
    "type": "HTTP_REQUEST",
    "label": "Create Zoho CRM Contact",
    "name": "create_zoho_crm_contact",
    "customName": false,
    "description": "Create a new contact in Zoho CRM. Get an access token first if you do not have one. Confirm the name, email address and phone number with the customer before creating it, and check with Find Zoho CRM Contact by Email that they do not already exist. Returns the new contact's ID.",
    "parameters": [
      {
        "name": "firstName",
        "type": "string",
        "description": "The customer's first name."
      },
      {
        "name": "lastName",
        "type": "string",
        "description": "The customer's last name."
      },
      {
        "name": "email",
        "type": "string",
        "description": "The customer's email address."
      },
      {
        "name": "phone",
        "type": "string",
        "description": "The customer's phone number in international format."
      },
      {
        "name": "accessToken",
        "type": "string",
        "description": "The access_token value returned by Get Zoho CRM Access Token. Reuse it for the rest of the conversation."
      }
    ],
    "config": {
      "endpoint": {
        "method": "POST",
        "url": "https://YOUR_ZOHO_API_DOMAIN/crm/v8/Contacts"
      },
      "headers": [
        {
          "name": "Authorization",
          "value": "Zoho-oauthtoken {{accessToken}}"
        },
        {
          "name": "Content-Type",
          "value": "application/json"
        }
      ],
      "body": "{\n  \"data\": [\n    {\n      \"First_Name\": \"{{firstName}}\",\n      \"Last_Name\": \"{{lastName}}\",\n      \"Email\": \"{{email}}\",\n      \"Phone\": \"{{phone}}\"\n    }\n  ]\n}",
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.