Connect Zoho CRM to Retell AI

Both apps 42Zoho CRM 15Retell AI 27

• Trigger
  New or updated record

  Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time.

• Trigger
  New record

  Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time.

• Action
  Add note

  Adds a note to a record in any supported Zoho CRM module.

• Action
  Add or update record (upsert)

  Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module.

• Action
  Add tag to record

  Add one or more tags (comma-separated names) to a record in the specified module.

• Action
  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.

• Action
  Create record

  Create a new record in the specified Zoho CRM module.

• Action
  Delete record

  Delete a record by ID from the specified Zoho CRM module.

• Action
  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.

• Action
  Get record

  Retrieve a single record by ID from the specified Zoho CRM module.

• Action
  List notes

  Lists notes across all records in Zoho CRM (requires an administrator profile).

• Action
  List users

  Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs.

• Action
  Query records (COQL)

  Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records.

• Action
  Remove tag from record

  Remove one or more tags (comma-separated names) from a record in the specified module.

• Action
  Update record

  Update an existing record by ID in the specified Zoho CRM module.

• Action
  Add Agent

  Create a new Retell AI voice agent attached to a response engine (Retell LLM, custom LLM, or conversation flow) and a voice.

• Action
  Create Knowledge Base

  Create a new Retell AI knowledge base from texts, URLs and/or a file.

• Action
  Create Retell LLM

  Create a new Retell LLM Response Engine that can be attached to an agent. This is used to generate response output for the agent.

• Action
  Delete Agent

  Deletes an existing Retell AI agent, including all of its versions.

• Action
  Delete Knowledge Base

  Delete an existing knowledge base.

• Action
  Delete Phone Number

  Delete a phone number from your Retell AI account.

• Action
  Delete Retell LLM

  Delete a Retell LLM response engine.

• Action
  Get a Call

  Retrieves the full details of a Retell AI call (phone or web): status, transcript, recording links, post-call analysis, cost and latency.

• Action
  Get an Agent

  Retrieve the full configuration of a Retell AI voice agent.

• Action
  Get a Phone Number

  Retrieve the details of one phone number in your Retell AI account, including its bound agents, nickname and webhook settings.

• Action
  Get a Retell LLM

  Retrieve the details of a Retell LLM response engine, including its prompt, model, tools and states.

• Action
  Get a Voice

  Retrieve the details of a single Retell AI voice: its name, provider, accent, gender, age and a preview audio link.

• Action
  Get Concurrency

  Gets your Retell AI organization's current number of ongoing calls and its concurrency limits.

• Action
  Get Knowledge Base

  Retrieve the details of a knowledge base, including its processing status and sources.

• Action
  Import Phone Number

  Import a phone number from your own telephony provider (for example a Twilio elastic SIP trunk) into Retell AI and optionally bind agents to it.

• Action
  List Agents

  Lists the voice and chat agents in the Retell AI account, optionally filtered by channel or by a name/id search.

• Action
  List Calls

  List calls in the Retell AI account, newest first by default, optionally filtered by agent, status, direction, numbers, time range and more. Returns up to 1000 calls; transcripts and recording URLs are not included (use Get a Call for those).

• Action
  List Knowledge Bases

  List all knowledge bases in the Retell AI account.

• Action
  List Phone Numbers

  Lists the phone numbers in your Retell AI account (up to 1000).

• Action
  List Retell LLMs

  Lists the Retell LLM response engines in the account.

• Action
  List Voices

  List all voices available to the Retell AI account.

• Action
  Make a Phone Call

  Start a new outbound phone call from one of your Retell numbers, handled by a Retell voice agent.

• Action
  Register Phone Call

  Register a phone call placed through your own (custom) telephony, so Retell issues a call id your telephony can connect the audio to.

• Action
  Update Agent

  Updates an existing Retell AI voice agent's latest draft version. Only the fields you fill in are changed.

• Action
  Update Call

  Update the metadata, data storage setting or custom attributes of an existing Retell AI call.

• Action
  Update Phone Number

  Updates the agents, nickname, webhooks, country restrictions, SIP trunk and fallback settings of a phone number in Retell AI. Only the fields you fill in are changed.

• Action
  Update Retell LLM

  Update an existing Retell LLM response engine's configuration (prompt, model, etc).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.