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What do you want Zoho CRM and Nango to do together?
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Claude Code
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Claude Code guide (opens in a new tab)Claude, web and desktop
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Setup guide (opens in a new tab)Example flows
What Zoho CRM can start in Nango
When New or updated record in Zoho CRM
then Add connection in Nango
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Zoho CRM and Nango
Triggers and actions 2 triggers · 24 actions
- New or updated record
Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time.
- New record
Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time.
- Add note
Adds a note to a record in any supported Zoho CRM module.
- Add or update record (upsert)
Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module.
- Add tag to record
Add one or more tags (comma-separated names) to a record in the specified module.
- Convert lead
Convert a lead into a contact, account, and optionally a deal. Pass conversion options (e.g. Deals, assign_to) as the Conversion object.
- Create record
Create a new record in the specified Zoho CRM module.
- Delete record
Delete a record by ID from the specified Zoho CRM module.
- Find records
Search for records in a module using Zoho CRM criteria, e.g. (Email:equals:foo@bar.com). Returns up to 200 matching records.
- Get record
Retrieve a single record by ID from the specified Zoho CRM module.
- List notes
Lists notes across all records in Zoho CRM (requires an administrator profile).
- List users
Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs.
- Query records (COQL)
Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records.
- Remove tag from record
Remove one or more tags (comma-separated names) from a record in the specified module.
- Update record
Update an existing record by ID in the specified Zoho CRM module.
- Add connection
Imports (upserts) a connection into a Nango integration using credentials you already hold. If a connection with the same connection ID and integration already exists, its credentials are updated.
- Add connect session
Creates a short-lived (30 minute) Nango connect session and returns its token and connect link, which your end user can use to connect an integration through Nango Connect UI.
- Add integration
Creates a new integration in the Nango environment for a given provider.
- Delete connection
Deletes a Nango connection for the given integration.
- Delete integration
Deletes an integration from the Nango environment.
- Get connection
Returns a specific Nango connection, including its current credentials (Nango refreshes an expired access token before returning it).
- Get connect session
Get a Connect session by token.
- Get integration
Returns a specific Nango integration by its unique key.
- List integrations
Returns every integration configured in the connected Nango environment.
- Update connection
Edits a Nango connection's tags or its webhook URL override.
- Update integration
Edits an existing Nango integration: rename its ID, change its display name, toggle webhook forwarding, or replace its credentials or provider-specific configuration. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Zoho CRM and Nango, answered
What can start an automation from Zoho CRM?
Any of Zoho CRM's 2 triggers in the catalog, including New or updated record and New record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Nango when something happens in Zoho CRM?
Any of Nango's 11 actions, including Update connection, Update integration, Add connection and Add connect session. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Nango to Zoho CRM?
Nango has no triggers in the catalog today, so automations start in Zoho CRM. If you need the other direction, ask: your agent reads Nango's API documentation and adds it.
Do I have to build a connector for Zoho CRM or Nango?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.