Documentation

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 Component

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"
});

Best Practices

  • Securely store API credentials
  • Implement token refresh handling
  • Rate limit API requests
  • Cache frequently accessed data
  • Validate CRM responses