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