Zoho Connector

Run Zoho from Claude

Work with your Zoho CRM contacts, leads and deals alongside your Books invoices and Inventory stock — without leaving the conversation that builds your website. Authorised over OAuth, approved on Zoho's own screen.

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Your back office, in the same conversation

The assistant that edits your site can also read and update the records behind it — so a new enquiry, an invoice and a stock level are all one conversation away.

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Zoho CRM

Read and update contacts, leads and deals. Turn a website enquiry into a CRM record without retyping it, or ask what's in the pipeline this month.

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Zoho Books

Work with customers, vendors and invoices — raise an invoice from an order, check what's outstanding, or reconcile a customer record against your site.

Zoho Inventory

Read and update items, item groups and sales orders, so the stock levels on your website and the stock levels in Zoho tell the same story.

OAuth, scoped per product

The connector uses Zoho's OAuth 2.0 with separate scopes for CRM, Books and Inventory. Sign in to Claude CMS, open Connections and click Connect Zoho — you approve on Zoho's own screen, we never see your Zoho password, and you can withdraw access at any time from Connected Apps in your Zoho account.

Zoho routes you to your own region automatically, so it makes no difference whether your organisation is hosted in Europe, the US, India, Australia or Japan. Once connected, the Connections tab shows a permissions checklist so you can see exactly what Zoho granted — and what it didn't.

Zoho connector — common questions

What is a Zoho connector?

A Zoho connector is an integration that links an app — in this case Claude, via MCP — to Zoho's APIs so it can work with your records on your behalf. With the Claude CMS Zoho connector that means reading and updating Zoho CRM contacts, leads and deals, Zoho Books customers and invoices, and Zoho Inventory items and sales orders, all from a Claude conversation and all authorised over OAuth.

How do I connect Claude to Zoho?

Sign in to Claude CMS, open the Connections tab and click Connect Zoho in the Zoho panel. You are handed to Zoho to sign in and approve the permissions, then returned to your account with the connection live. It takes under a minute and there is nothing to install and no API key to copy.

Does it work with Zoho One?

Yes. If you are a user inside a Zoho One organisation, the connector authorises against that organisation. Zoho will only grant permissions for the products your user actually has, so if CRM has not been provisioned for you it will be refused — ask your Zoho administrator to grant it, then reconnect.

Which Zoho data centre does it support?

All of them. The connector follows whichever region your Zoho account lives in — Europe, the US, India, Australia, Japan and the rest — and stores it per account, so refreshes and API calls always go to the right place.

Can Claude change my Zoho records without asking?

No. Every read and write is an explicit tool call you see in the conversation, and you can revoke the connector's access at any time from Connected Apps in your Zoho account.

What you can ask for in Zoho

CRM records, Books invoices and Inventory stock, from the same conversation.

ContactOwnerSourceStage
Add this website enquiry to Zoho CRM as a lead

CRM contacts

Create and update contacts and leads — a website enquiry becomes a CRM record without retyping.

CRM
DealsWonProposalQualifying
Summarise the deals closing this month

Deals & pipeline

Ask what is in the pipeline, what is closing this month and what has gone quiet.

Sales
Items
Update stock levels from this supplier sheet

Inventory items

Read and update items, item groups and sales orders so your site and Zoho agree on stock.

Stock
OrdersWebsiteZoho Books
Raise a Zoho Books invoice for order 1043

Orders to Books

Raise Books invoices from website orders and keep customers matched across both systems.

Invoicing

Get the Zoho connector for just £6.99/month

Your Claude CMS licence isn't per-integration — one subscription unlocks the Zoho connector and everything below. No add-ons, no per-connector fees.

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Your site and your records in one chat

The Zoho connector is live. Get started with Claude CMS and connect it from your account in under a minute.

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