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Connect Zoho CRM to Gmail

Build an AI agent that works across Zoho CRM and Gmail, on a schedule or when you click Run.

10 source actions
20 target actions
Reverse direction supported
Start buildingHave us set it up (A$490)Browse Zoho CRM integrations

Why Connect Zoho CRM & Gmail?

Read what you need from Zoho CRM

Your agent uses Zoho CRM's documented actions to pull the records it needs, each time it runs.

Run a Gmail action

Then it uses one of 20 documented actions, such as Add Label to Email, Approve Workflow, Archive Email.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

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Zoho CRM

Triggers (9)

New Contact (Instant)

Emits an event each time a new contact is created in Zoho CRM

webhook
New Event (Instant)

Emit new custom events from Zoho CRM

webhook
New Lead (Instant)

Emits an event each time a new lead is created in Zoho CRM

webhook
New Module Entry (Instant)

Emit new events each time a new module/record is created in Zoho CRM

webhook
New or Updated Contact (Instant)

Emits an event each time a new contact is created or updated in Zoho CRM

webhook
New or Updated Lead (Instant)

Emits an event each time a new lead is created or updated in Zoho CRM

webhook
New or Updated Module Entry (Instant)

Emits an event each time a module/record is created or edited in Zoho CRM

webhook
New User

Emits an event each time a new user is created in Zoho CRM

polling
Updated Module Entry (Instant)

Emits an event each time a new module/record is updated in Zoho CRM

webhook

Actions (10)

Convert Lead

Converts a Lead into a Contact or an Account. See the documentation

Create Object

Create a new object/module entry. See the documentation

Download Attachment

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

Get Object

Gets record data given its id.

List Fields

Gets the field metadata for the specified module

List Modules

Retrieves a list of all the modules available in your CRM account.

List Objects

Gets the list of available records from a module.

Search Objects

Retrieves the records that match your search criteria.

Update Object

Updates existing entities in the module. See the documentation

Upload Attachment

Uploads an attachment file to Zoho CRM from a URL or file path. See the documentation

Gmail logo

Gmail

Triggers (5)

New Attachment Received

Emit new event for each attachment in a message received. This source is capped at 100 max new messages per run.

polling
New Email Matching Search

Emit new event when an email matching the search criteria is received. This source is capped at 100 max new messages per run.

polling
New Email Received

Emit new event when a new email is received.

polling
New Labeled Email

Emit new event when a new email is labeled.

polling
New Sent Email

Emit new event for each new email sent. (Maximum of 100 events emited per execution)

polling

Actions (20)

Add Label to Email

Add label(s) to an email message. See the docs

Approve Workflow

Suspend the workflow until approved by email. See the documentation

Archive Email

Archive an email message. See the documentation

Bulk Archive Emails

Archive multiple emails at once. See the documentation

Create Draft

Create a draft from your Google Workspace email account. See the documentation

Create Label

Create a new label in the connected account. See the documentation

Delete Email

Moves the specified message to the trash. See the documentation

Download Attachment

Download an attachment by attachmentId to the /tmp directory. See the documentation

Find Email

Find an email using Google's Search Engine. See the docs

Get Current User

Returns the authenticated Gmail user's name, email address, and mailbox stats (total messages and threads). Call this first when the user says 'my emails', 'my inbox', or needs identity context. Use the returned emailAddress to identify the user's own messages in **Find Email** results. See the documentation.

Get Send As Alias

Get a send as alias for the authenticated user. See the documentation

List Labels

List all the existing labels in the connected account. See the docs

List Send as a Delegate Options

Retrieves available options for the Send as a Delegate field.

List Send As Aliases

List all send as aliases for the authenticated user. See the documentation

List Signature Options

Retrieves available options for the Signature field.

List Thread Messages

List messages in a thread. See the docs

Remove Label from Email

Remove label(s) from an email message. See the docs

Send Email

Send an email from your Google Workspace email account. See the documentation

Update Signature for Email in Organization

Update the signature for a specific email address in an organization. A Google Cloud service account with delegated domain-wide authority is required for this action. See the documentation

Update Signature for Primary Email Address

Update the signature for the primary email address. See the documentation

Integration Features

10 documented Zoho CRM actions
20 documented Gmail actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Gmail to Zoho CRM direction

Capability Examples

Zoho CRM trigger → Gmail action

Catalog example
Zoho CRMZoho CRM

New Contact (Instant)

GmailGmail

Add Label to Email

Gmail trigger → Zoho CRM action

Reverse direction
GmailGmail

New Attachment Received

Zoho CRMZoho CRM

Convert Lead

How It Works

1

Connect Apps

Authenticate your Zoho CRM and Gmail accounts

2

Describe the Job

Say what to read from Zoho CRM and what to do in Gmail

3

Choose an Action

Select the documented Gmail operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Zoho CRM events yet.

Automated Actions

Use 20 documented Gmail actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theZoho CRM and Gmail actions it needs.

Your Own Accounts

You connect your own Zoho CRM and Gmail accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Gmail to Zoho CRM for bidirectional automation

View Integration
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All Zoho CRM Integrations

Explore all available Zoho CRM connections

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All Gmail Integrations

Explore all available Gmail connections

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Ready to Connect Zoho CRM & Gmail?

Build this agent in Mazaal AI and test it on your ownZoho CRM and Gmail data.

Start building

Rather not build it yourself? We set up one Zoho CRM to Gmail agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod