Zoho CRM Agent
The Zoho CRM Agent is a specialized component that integrates with Zoho CRM to provide natural language interactions with your CRM data.

Zoho CRM Agent interface and configuration options
Configuration Parameters
Required Parameters
- Language Model: The AI model for processing
- Client ID: Zoho API client identifier
- Client Secret: Zoho API client secret
- Refresh Token: OAuth refresh token
- Token URL: OAuth token endpoint
- Zoho API Domain: API endpoint domain
- Instruction Template: Agent instruction format
Output Format
{
"results": [
{
"id": string,
"type": string,
"attributes": object,
"metadata": {
"createdTime": string,
"modifiedTime": string
}
}
]
}Example Usage
const zohoCRMAgent = new ZohoCRMAgent({
languageModel: "gpt-4",
clientId: "YOUR_CLIENT_ID",
clientSecret: "YOUR_CLIENT_SECRET",
refreshToken: "YOUR_REFRESH_TOKEN",
tokenUrl: "https://accounts.zoho.com/oauth/v2/token",
zohoApiDomain: "https://www.zohoapis.com",
instructionTemplate: "Process the following CRM request: {input}"
});
const result = await zohoCRMAgent.process({
input: "Find all deals closed this month"
});Additional Resources
Best Practices
- Securely store API credentials
- Implement token refresh handling
- Rate limit API requests
- Cache frequently accessed data
- Validate CRM responses