Zoho
Create and update leads, contacts, accounts and deals in Zoho CRM from a Surface workflow.
The card's own line: "Connect your form to your Zoho account to create contacts, companies, Leads and Deals etc."
Connecting
OAuth, from the Integrations screen. Click Authenticate on the Zoho card and authorise Surface in Zoho. The card then reads Disconnect.
What You Can Do with It
Seven workflow actions:
| Action | Does |
|---|---|
| Zoho Create Lead · Zoho Create or Update Lead | A lead record |
| Zoho Create Contact · Zoho Create or Update Contact | A contact record |
| Zoho Create Account | An account |
| Zoho Create Deal | A deal |
| Zoho Get Owner | Look up an owner, so a later action can assign to them |
Leads and contacts have upsert twins (ZohoUpsertLead, ZohoUpsertContact);
accounts and deals are create-only. If a workflow repeatedly submits the same
company, expect duplicate accounts unless you branch on a
lookup first.
Keeping Records Current, Not Just Connected
The CRM System Agent covers Zoho alongside HubSpot, Salesforce and Attio, and works the records on an ongoing basis rather than only at submission time.
Ready to Get Started?
See it on your own site, or open the app and build the first form.