Hosted MCP Server for Zoho CRM

Set Up Your Zoho CRM Environment

Connect to Zoho CRM via OAuth

1. Access FlowHunt Dashboard: Log in to your FlowHunt.io dashboard .

2. Navigate to Integrations: Find the “Integrations” section in the left sidebar.

3. Select Zoho CRM: Click on the Zoho CRM integration option to begin the setup process.

   

4. Click Connect Zoho CRM: Click the blue “Connect Zoho CRM” button to initiate the OAuth 2.0 authentication flow.

💡 Pro Tip: Zoho CRM uses OAuth 2.0 authentication with access and refresh tokens for secure, scoped access. You’ll be redirected to Zoho’s login page to authorize FlowHunt.

Authenticate with Zoho CRM

1. Sign in to Zoho: After clicking “Connect Zoho CRM”, you’ll be redirected to Zoho’s authentication page.

2. Authorize FlowHunt: Log in with your Zoho credentials and grant FlowHunt permission to access your CRM data.

3. Complete Connection: Once authorized, you’ll be redirected back to FlowHunt.

   

4. Confirmation: You’ll see a success message: “Zoho CRM was successfully integrated” with a green checkmark.

Deploy the Zoho CRM MCP Server

Add the MCP Server

1. Navigate to MCP Servers: Go to the “MCP Servers” tab in your FlowHunt dashboard.

2. Add New Server: Click “Add New MCP Server”.

3. Select Zoho CRM: Choose “Zoho CRM MCP Server” from the available options.

4. Configure Server Tools: Select the tools you want to enable for your MCP server.

   

   MCP INTEGRATION

   The following tools are available as part of the Zoho CRM MCP integration:

   add_attachment

   Add attachment to a Zoho CRM module entry (Leads, Contacts, Accounts, Deals, etc.)

   convert_lead

   Convert an existing lead to Contact, Account, and optionally Deal in Zoho CRM

   list_contacts_roles

   List all contact roles from Zoho CRM

   get_contact_role

   Get a specific contact role by ID from Zoho CRM

   create_contact_role

   Create a contact role from Zoho CRM

   delete_contact_role

   Delete a specific contact role by ID from Zoho CRM

   get_lead

   Get a specific Lead entry by ID from Zoho CRM

   get_account

   Get a specific Account entry by ID from Zoho CRM

   get_contact

   Get a specific Contact entry by ID from Zoho CRM

   get_potential

   Get a specific Potentials entry by ID from Zoho CRM

   get_sales_order

   Get a specific Sale order entry by ID from Zoho CRM

   get_purchase_order

   Get a specific Purchase order entry by ID from Zoho CRM

   get_event

   Get a specific Event entry by ID from Zoho CRM

   get_solution

   Get a specific Solution entry by ID from Zoho CRM

   get_case

   Get a specific Case entry by ID from Zoho CRM

   find_lead

   Find a lead based on criteria in Zoho CRM

   find_account

   Find an account based on criteria in Zoho CRM

   find_potential

   Find a potential based on criteria in Zoho CRM

   find_contact

   Find a contact based on criteria in Zoho CRM

   find_sales_order

   Find a sales order based on criteria in Zoho CRM

   find_purchase_order

   Find a purchase order based on criteria in Zoho CRM

   find_event

   Find an event based on criteria in Zoho CRM

   find_solution

   Find a solution based on criteria in Zoho CRM

   find_case

   Find a case based on criteria in Zoho CRM

   list_leads

   List leads with fields in Zoho CRM

   list_accounts

   List accounts with fields in Zoho CRM

   list_contacts

   List contacts with fields in Zoho CRM

   list_potentials

   List potentials with fields in Zoho CRM

   list_sales_orders

   List Sales Orders with fields in Zoho CRM

   list_purchase_orders

   List Purchase Orders with fields in Zoho CRM

   list_events

   List Events with fields in Zoho CRM

   list_solutions

   List Solutions with fields in Zoho CRM

   list_cases

   List Cases with fields in Zoho CRM

   delete_lead

   Delete a specific Lead entry by ID from Zoho CRM

   delete_account

   Delete a specific Account entry by ID from Zoho CRM

   delete_contact

   Delete a specific Contact entry by ID from Zoho CRM

   delete_potential

   Delete a specific Potential entry by ID from Zoho CRM

   delete_sales_order

   Delete a specific Sales Order entry by ID from Zoho CRM

   delete_purchase_order

   Delete a specific Purchase Order entry by ID from Zoho CRM

   delete_event

   Delete a specific Event entry by ID from Zoho CRM

   delete_solution

   Delete a specific Solution entry by ID from Zoho CRM

   delete_case

   Delete a specific Case entry by ID from Zoho CRM

   create_lead

   Create a new lead in Zoho CRM Leads module

   create_account

   Create a new account in Zoho CRM Accounts module

   create_contact

   Create a new contact in Zoho CRM Contacts module

   create_potential

   Create a new potential in Zoho CRM Potentials module

   create_sales_order

   Create a new sales order in Zoho CRM Sales Orders module

   create_purchase_order

   Create a new purchase order in Zoho CRM Purchase Orders module

   create_event

   Create a new event in Zoho CRM Events module

   create_solution

   Create a new solution in Zoho CRM Solutions module

   create_cases

   Create a new case in Zoho CRM Cases module

   update_lead

   Update an existing lead in Zoho CRM module

   update_account

   Update an existing account in Zoho CRM module

   update_contact

   Update an existing contact in Zoho CRM module

   update_potential

   Update an existing potential in Zoho CRM module

   update_sales_order

   Update an existing sales order in Zoho CRM module

   update_purchase_order

   Update an existing purchase order in Zoho CRM module

   update_event

   Update an existing event in Zoho CRM module

   update_solution

   Update an existing solution in Zoho CRM module

   update_case

   Update an existing case in Zoho CRM module

📝 Note: No API keys or secret keys are required - Zoho CRM uses secure OAuth 2.0 tokens with automatic refresh managed by FlowHunt.

Connect MCP Server to Client

Configure the MCP Client

1. Access MCP Tab: Navigate to the “MCP” tab in your FlowHunt Dashboard.

2. Choose Server: Select your Zoho CRM MCP server from the list of created MCP servers.

   

Create AI-Powered Workflows

Option A: Quick Start with Preconfigured Flow

Best for: Getting started quickly with proven automation patterns

1. Generate Flow: In your MCP Server configuration, click “Create Preconfigured Flow”.

2. Select Template: Choose “AI Agent with MCP” to create a ready-to-use workflow.

   

3. Customize Logic: Use FlowHunt’s visual flow builder to tailor the automation:

   • Set up automated lead creation from web forms and emails.
   • Configure automatic deal stage updates based on email activity.
   • Implement smart task creation for follow-ups and reminders.
   • Create automated reporting and analytics workflows.

4. Activate: Save and activate your flow to begin automated operations.

Option B: Custom Integration

Best for: Specific automation requirements or existing workflow enhancement

1. Create/Edit Flow: Open FlowHunt’s flow builder and start with a new or existing flow.

2. Add MCP Client Component: Drag the “MCP Client” component onto your canvas.

   

3. Connect to AI Agent: The MCP Client component automatically connects to your selected Zoho CRM MCP server, providing access to all Zoho CRM tools directly within your AI agent workflow.

4. Design Workflow: Create custom logic that leverages the MCP server tools:

   • Convert leads to contacts and deals automatically.
   • Update records based on email conversations and meeting notes.
   • Automate data entry from multiple sources.
   • Build intelligent lead scoring and assignment flows.
   • Create automated email campaigns with tracking.

5. Deploy: Save your configuration and activate the flow.

List of Prompts

Below are practical example prompts showing how to manage your Zoho CRM data using natural language commands for leads, contacts, accounts, deals, and more.

Lead Management

Show me all new leads from the last 7 days

Get the full details for lead John Smith including contact info and lead source

Convert lead ID 12345 into a contact and create an associated deal

List all leads with status "Qualified" that haven't been contacted this month

Contact and Account Management

Create a new contact for Sarah Johnson at Acme Corp with email sarah.j@acme.com

Get all contacts associated with the account "Tech Solutions Inc"

Show me the contact details for jane.doe@company.com including recent interactions

List all accounts in the Enterprise tier with annual revenue over $1M

Deal and Opportunity Tracking

Show me all deals in the "Negotiation" stage

Create a new deal "Q1 Enterprise License" for Acme Corp worth $50,000 with close date March 31

Get details of deal ID 67890 including associated contacts and activities

List all deals closing this quarter sorted by value

Activity and Communication Management

Log a call with Michael Chen at TechStart discussing product demo

Create a task to follow up with prospect ABC Inc by Friday

Show me all upcoming meetings this week related to the Enterprise deals

List all overdue tasks assigned to the sales team

Sales Analytics and Reporting

Show me the total pipeline value for this quarter

Get conversion rates from lead to opportunity for the last 90 days

List top 10 accounts by revenue this year

Show me win/loss ratios by sales rep for Q4

Contact Roles and Relationships

List all contact roles for the "Global Expansion" deal

Create a contact role for Jessica Martinez as "Decision Maker" in deal 456

Show me all influencers and decision makers in the pipeline

Data Management and Organization

Add attachment "proposal.pdf" to deal ID 789

Show me all records modified today

Find duplicate contacts with the same email address

Export all contacts from the "VIP Customers" segment

These prompts demonstrate how the Zoho CRM MCP Server makes sales automation intuitive, enabling you to manage your entire sales pipeline through natural, conversational commands.

Conclusion

Integrating Zoho CRM MCP Server with FlowHunt.io creates a powerful foundation for intelligent sales automation. Whether you’re streamlining lead management, automating deal progression, or enhancing customer relationship workflows, this integration empowers your AI agents to work seamlessly with your critical Zoho CRM data.

Start with a simple automation and gradually expand your workflows as you become more comfortable with the platform. The combination of Zoho CRM’s comprehensive sales capabilities and FlowHunt’s AI-driven automation will transform how you manage your sales pipeline and customer relationships.

Ready to get started? Begin your integration today and unlock the full potential of AI-powered CRM automation!