> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orova.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho CRM

> Manage contacts and deals in Zoho CRM from your agent

## Setup

<Steps>
  <Step title="Create a Self Client in Zoho API Console">
    1. Go to [api-console.zoho.com](https://api-console.zoho.com)
    2. Create a **Self Client**
    3. Generate a refresh token with scopes: `ZohoCRM.modules.ALL`
    4. Note the Client ID, Client Secret, and Refresh Token
  </Step>

  <Step title="Add credentials in Orova">
    **Settings → Integrations → Zoho CRM** → enter Client ID, Client Secret, Refresh Token, API Domain, and Accounts URL.
  </Step>

  <Step title="Create tool and assign">
    **Tools → Create Tool** → select **Zoho CRM** → assign to your agent.
  </Step>
</Steps>

## Available tools

| Tool                | Description             |
| ------------------- | ----------------------- |
| `search_records`    | Search any module       |
| `get_record`        | Get record details      |
| `create_record`     | Create a record         |
| `update_record`     | Update a record         |
| `delete_record`     | Delete a record         |
| `list_modules`      | List available modules  |
| `get_module_fields` | Get fields for a module |
| `search_contacts`   | Search contacts         |
| `search_leads`      | Search leads            |
| `search_deals`      | Search deals            |
| `create_note`       | Create a note           |
| `create_task`       | Create a task           |