ActionZoho CRMUpdated May 2026

How do I search Zoho CRM records?

Short answer: Drop the "Zoho CRM → Search Records" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Use this action All 7 Zoho CRM actions

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

Field	Type	Required	Description
Module module	options	Required	Module. Options: Leads, Contacts, Deals, Accounts
Search Criteria criteria	string	Optional	Field-based search: Field_Name:operator:value (e.g. Email:equals:john@example.com)
Search by Email email	string	Optional	Search by Email. e.g. "john@example.com"
Keyword Search word	string	Optional	Search across all fields
Per Page per_page	string	Optional	Per Page. e.g. "200"

Sample request

{
  "module": "{{trigger.module}}",
  "criteria": "e.g. (Email:equals:john@example.com)",
  "email": "john@example.com",
  "word": "e.g. Acme",
  "per_page": "200"
}

Returns

{
  "data": [
    {
      "id": "554023000001627036",
      "Email": "john@example.com",
      "Last_Name": "Doe"
    }
  ],
  "info": {
    "count": 1,
    "per_page": 200,
    "more_records": false
  }
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Search Records.

Any of these apps can fire this action as part of a workflow.

Google Sheets → Zoho CRM

2 Google Sheets triggers

HubSpot → Zoho CRM

18 HubSpot triggers

FAQ

Questions about Search Records.

What does the Search Records action do in Zoho CRM?

Searches a Zoho CRM module by criteria, email, phone, or keyword. The de-facto upsert lookup: search first, then create or update.

What inputs does Search Records require?

Required: Module. Every input accepts a static value or a variable from any upstream node in your workflow.

Can I use dynamic inputs from earlier workflow nodes?

Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.

What happens if Zoho CRM returns an error?

The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.

Does Search Records support batch operations?

Yes. Run Search Records inside a Loop node to process arrays. Tiny Command handles Zoho CRM's rate limits automatically so you don't have to throttle manually.

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