Talkative
Zoho CRM

Find Zoho CRM Lead by Email

Looks up a lead in Zoho CRM by email address.

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

Look up a lead in Zoho CRM by the exact email address the customer gives you. Get an access token first if you do not have one. Returns the matching lead with its ID, name, email and phone number. If nothing is returned, no lead has that email.

Request

GEThttps://YOUR_ZOHO_API_DOMAIN/crm/v8/Leads/search?email={{email}}&fields=id,Full_Name,Email,Phone&per_page=1

Headers

  • AuthorizationZoho-oauthtoken {{accessToken}}

Parameters

  • email stringThe customer's full email address.
  • 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": "09f4a033-fb10-4884-ba1b-e01289dfe74d",
    "type": "HTTP_REQUEST",
    "label": "Find Zoho CRM Lead by Email",
    "name": "find_zoho_crm_lead_by_email",
    "customName": false,
    "description": "Look up a lead in Zoho CRM by the exact email address the customer gives you. Get an access token first if you do not have one. Returns the matching lead with its ID, name, email and phone number. If nothing is returned, no lead has that email.",
    "parameters": [
      {
        "name": "email",
        "type": "string",
        "description": "The customer's full email address."
      },
      {
        "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": "GET",
        "url": "https://YOUR_ZOHO_API_DOMAIN/crm/v8/Leads/search?email={{email}}&fields=id,Full_Name,Email,Phone&per_page=1"
      },
      "headers": [
        {
          "name": "Authorization",
          "value": "Zoho-oauthtoken {{accessToken}}"
        }
      ],
      "body": null,
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.