Zoho CRM API Directory

The API Directory provides a comprehensive list of all Zoho CRM APIs, along with links to their corresponding documentation. Please use the search bar to filter the list by API name, module, functionality or API end points.

API NameDescriptionSupported VersionsEndpoints
Record CloneTo clone a record in a module.v7/{module_api_name}/{record_id}/actions/clone
Data Enrichment - Org LevelTo initialize or trigger data enrichment on the org level.v7/__zia_org_enrichment
Get Data Enrichment ConfigurationTo get the details of configuration for data enrichment.v7/settings/zia/data_enrichment
Get Data Enrichment ConfigurationTo get the details of the enriched data of your orgv7/_zia_org_enrichment /__zia_org_enrichment/{job_id}
Trigger People EnrichmentTo initialize or trigger data enrichment at the people(personal) level.v7/__zia_people_enrichment
Get People Enrichment DetailsTo get the details of the enriched data of your org.v7/__zia_people_enrichment /__zia_people_enrichment/{job_id}
Get CadencesTo get the details of cadences configured in your org.v7/settings/automation/cadences
Enroll Records In CadencesTo manually enroll the records of a module in a Cadence.v7/{{module_API_name}}/actions/enrol_in_cadences
Un-enroll Records from CadencesTo manually un-enroll the records of a module from a Cadence.v7/{{module_API_name}}/actions/unenrol_from_cadences
Create Export Audit LogTo export the audit log data from your Zoho CRM.v7/settings/audit_log_export
Get the Status of the Export Audit Log JobTo retrieve the details of the export audit log jobv7/settings/audit_log_export /settings/audit_log_export/{export_audit_log__unique_id}
Download Export Audit Log ResultTo download the results of an export audit log job.v7/{version}/crm/{org_id}/auditlog/{export_audit_job_id}/{result_file}.zip /{version}/crm/{org_id}/auditlog/{export_audit_job_id}/{result_file}.csv
List of Available APIsTo retrieve the list of supported APIs in the current API version, with the option to filter the APIs based on their request methods, OAuth scopes and credit limits.v7/__apis /__apis?filters={value}
Enable Duplicate Check OptionTo enable the Duplicate Check Preference in the Leads module.v7/settings/duplicate_check_preference?module={module_api_name}
Get Duplicate Check OptionsTo retrieve the Duplicate Check Preference Options configured in your account.v7/settings/duplicate_check_preference?module={module_api_name}
Update Duplicate Check OptionTo update the previously enabled Duplicate Check Option configured in your account.v7/settings/duplicate_check_preference?module={module_api_name}
Disable Duplicate Check OptionTo disable the Duplicate Check Preference option.v7/settings/duplicate_check_preference?module={module_api_name}
Picklist ValuesTo retrieve detailed information about the values in a picklist field, including display value, reference value, colour code, actual value, ID, type, and associated layouts within a specific module.v7/settings/fields/{picklist_field_id}/pick_list_values?module={module_api_name}
Mass Delete TagsTo delete tags in bulk from a module.v7/settings/tags/actions/mass_delete
Mass Delete Tags StatusTo get the status of a previously scheduled mass tags deletion job using the Mass Delete Tags API.v7/settings/tags/actions/mass_delete?job_id={mass_tags_deletion_job_id}
Get Recycle Bin RecordsTo fetch the records in the Recycle Bin in your CRM account.v7, v6/settings/recycle_bin /settings/recycle_bin/{record_id}
Delete Recycle Bin RecordsTo delete one or more records from the Recycle Bin in your CRM account.v7, v6/settings/recycle_bin/{record_id} /settings/recycle_bin?ids={record_id1,record_id2,...} /settings/recycle_bin?filters={filter_value}
Activate Custom LayoutTo activate a previously deactivated custom layout.v7, v6/settings/layouts/{deactivated_layout_id}/actions/activate?module={module_api_name}
Deactivate Custom LayoutTo deactivate a custom layout.v7, v6/settings/layouts/{layout_id_to_deactivate}/actions/activate?module={module_api_name}&transfer_to={target_layout_id}
Update Custom LayoutTo update a custom layout.v7, v6/settings/layouts/{layout_id}?module={module_api_name}
Delete Custom LayoutTo delete a custom layout.v7, v6/settings/layouts/{layout_id}?module={module_api_name}&transfer_to={target_layout_id}
Create Custom ModuleTo create a new custom module in Zoho CRM.v7, v6/settings/modules
Update Custom ModuleTo create a new custom module in Zoho CRM.v7, v6/settings/modules/{module_id} /settings/modules/{module_api_name}
Remove Territories from a UserTo remove specific territories from a user.v7, v6/Users/{user_id}/territories/{territory_id} /Users/{user_id}/territories?ids={territory_1},{territory_2},{territory_3},...
Get Rich Text FieldsTo get richtext fields.v7, v6/{module_api_name}/{record_id}/actions/fetch_full_data
Create Email DraftsTo create email drafts.v7, v6/{module}/{record-id}/__email_drafts
Get Email DraftsTo get email drafts.v7, v6/{module}/{record-id}/__email_drafts /{module}/{record-id}/__email_drafts/{draft-id}
Update Email DraftTo update an email draft.v7, v6/{module}/{record-id}/__email_drafts
Delete Email DraftTo delete an email draft.v7, v6/{module}/{record-id}/__email_drafts/{draft_id}
Create Custom FieldsTo create custom fields in a module.v7, v6/settings/fields?module={module_api_name}
Update Custom FieldsTo update custom fields in your Zoho CRM.v7, v6/settings/fields?module={module_api_name} /settings/fields/{field_id}?module={module_api_name}
Delete Custom FieldsTo delete a custom field from a module in your Zoho CRM account.v7, v6/settings/fields/{field_id}?module={module_api_name}
Create Unsubscribe LinkTo create an unsubscribe link, which can be used in your email templates or email footers.v7, v6/settings/unsubscribe_links
Get Unsubscribe LinksTo fetch the details of unsubscribe links set up in your CRM account.v7, v6/settings/unsubscribe_links /settings/unsubscribe_links/{link_id}
Update Unsubscribe LinkTo update an unsubscribe link.v7, v6/settings/unsubscribe_links/{unsubscribe_link_id}
Delete Unsubscribe LinkTo delete an unsubscribe link.v7, v6/settings/unsubscribe_links/{unsubscribe_link_id}
Get Unsubscribe Link AssociationsTo obtain information regarding the associations of unsubscribe links configured in your account.v7, v6/settings/unsubscribe_link/actions/associations
Merge RecordsTo merge up to three duplicate records into a single record and delete the duplicates.v7, v6/{module_api_name}/{master-record_id}/actions/merge
Get Records Merge StatusTo get the status of previously scheduled records merge job.v7, v6/{module_api_name}/{master_record_id}/actions/merge
Get Related Records of a Deleted RecordTo get the related list records of a deleted record.v7, v6/{module_api_name}/deleted/{deleted_record_id}/{related_list_api_name}
FeaturesTo retrieve details of features and its limits for your current org.v7, v6/__features /__features?module={module_api_name} /__features?api_names={feature_api_name_1},{feature_api_name_2} /__features/{feature_api_name}
Create Global PicklistTo create a global set or a global picklist.v7, v6/settings/global_picklists
Get Global PicklistsTo retrieve the details of global picklists configured in your Zoho CRM account.v7, v6/settings/global_picklists /settings/global_picklists/{global_picklist_id}
Update Global PicklistTo update a global picklist or a global set.v7, v6/settings/global_picklists/{global_picklist_id}
Delete Global PicklistTo delete a global picklist configured in your Zoho CRM account.v7, v6/settings/global_picklists/{global_picklist_id}
Get Global Picklist option replace job statusTo get the status of a scheduled picklist option replacement job initiated through the replace picklist value API.v7, v6/settings/global_picklists/{global_picklist_id}/actions/replaced_values
Replace Global PickList ValueTo replace a picklist value from all the used places, with another existing option of the global picklist.v7, v6/settings/global_picklists/{global_pick_list_id}/actions/replace_picklist_values
Get Global Picklists Features AssociationGet details of the features where a specific option of a global picklist is associated, like workflows or blueprints.v7, v6/settings/global_picklists/{global_picklist_id}/actions/pick_list_values_associations
Get Global Picklist Field AssociationsTo retrieve information on the fields, modules, and layouts where a global picklist is associatedv7, v6/settings/global_picklists/{global_picklist_id}/actions/associations
Unblock Email AddressTo unblock the soft bounced emails.v7, v6/{module_api_name}/{record_id}/actions/unblock_email /{module_api_name}/actions/unblock_email
Get User Licences CountTo retrieve the count of purchased, active and available user licences in your organization.v7, v6/__features/user_licenses
GET Record Locking ConfigurationTo retrieve the record locking configuration for different modules.v7, v6, v5, v4, v3/settings/record_locking_configurations?module={module_API_name}
Add Record Locking ConfigurationTo add record locking configuration for different modules.v7, v6, v5, v4, v3/settings/record_locking_configurations?module={module_API_name}
Update Record Locking ConfigurationTo update the record locking configuration for different modules.v7, v6, v5, v4, v3/settings/record_locking_configurations?module={module_API_name} /settings/record_locking_configurations/{record_locking_config_id}?module={module_API_name}
Delete Record Locking ConfigurationTo delete the record locking configuration for different modules.v7, v6, v5, v4, v3/settings/record_locking_configurations/{record_locking_config_id}?module={module_API_name}
GET Record Locking InformationTo retrieve the locking information details of locked records.v7, v6, v5, v4, v3/{module_API_name}/{record_id}/Locking_Information__s /{module_API_name}/{record_id}/Locking_Information__s/{record_locking_id}
Lock RecordsTo lock a record of a module.v7, v6, v5, v4, v3/{module_API_name}/{record_id}/Locking_Information__s
Update Record Locking Information To modify locking information of locked records in different modules.v7, v6, v5, v4, v3/{module_API_name}/{record_id}/Locking_Information__s/{record_locking_id}
Unlock RecordsTo remove lock from locked records.v7, v6, v5, v4, v3/{module_API_name}/{record_id}/Locking_Information__s/{record_locking_id}
Add Appointments Rescheduled HistoryTo add new records in the appointments rescheduled history.v7, v6, v5, v4, v3, v2.1, v2/Appointments_Rescheduled_History__s
Add Business HoursTo set the business hours for your organization.v7, v6, v5, v4/settings/business_hours
Add Contact Roles to a Specific DealTo add contact roles to a specific deal.v7, v6, v5, v4, v3, v2.1, v2/Deals/{deal_ID}/Contact_Roles/{contact_id}
Add CurrenciesTo add new currencies to your organization.v7, v6, v5, v4, v3, v2.1, v2/org/currencies
Add HolidayEvery business has its own holidays including the national holidays and the ones specific to the business or the region. Use this API to add holidays to your org.v7, v6, v5, v4/settings/holidays
Add Shift HoursTo set shift hours for your organization through an API.v7, v6, v5, v4/settings/business_hours/shift_hours
Add TagsTo add tags to records.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/actions/add_tags
/{module_api_name}/{record_id}/actions/add_tags
Add TerritoriesTo add new territories to your organization.v7, v6, v5/settings/territories
Add or Update Territories of a UserTo add or update the territories related to a user.v7, v6, v5, v4, v3/users/{id}/territories
Add UserTo add a user to your organization.v7, v6, v5, v4, v3, v2.1, v2/users
Assign Territories to RecordsTo assign territories to multiple records or a single record.v7, v6, v5, v4, v3, v2.1/{module_api_name}/actions/assign_territories
/{module_api_name}/{record_id}/actions/assign_territories
Associate Email with a RecordTo associate an email with a record entity.v7, v6, v5/{module}/{entity_id}/actions/associate_email
Associate Users with TerritoryTo associate users with a territory in your organization.v7, v6, v5/settings/territories/{territoryid}/users
/settings/territories/{territoryid}/users/{userid}
Get Associated Groups of a UserTo get the groups that a user is associated with.v6, v6, v5/users/{user_ID}/actions/associated_groups
Get Associated Users' CountTo get the number of users associated with each user group.v7, v6, v5/settings/user_groups/actions/associated_users_count
Associated User Count of TerritoriesTo retrieve the count of users under the territories in your organization.v7, v6, v5/territories/actions/associated_users_count
Get Data Backup HistoryTo fetch information about the recent data backups scheduled for your CRM account in the last one year.v7, v6, v5, v4, v3/bulk/{version}/backup/history
Get Blueprint DataTo get the next available transitions for a record, fields available for each transitions, current value of each field, and their validation(if any).v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{record_id}/actions/blueprint
Create Bulk Read job (Bulk Export)To create a bulk read job to export records.v7, v6, v5, v4, v3, v2.1, v2/bulk/{version}/read
Download Bulk Read ResultTo download the bulk read job in zip format.v7, v6, v5, v4, v3, v2.1, v2/bulk/{version}/read/{job_id}/result
Get the Status of a Bulk Read JobTo get the details of a bulk read job scheduled previously.v7, v6, v5, v4, v3, v2.1, v2/bulk/{version}/read/{job_id}
Create Bulk Write JobTo schedule a bulk write job to import records into CRM.v7, v6, v5, v4, v3, v2.1, v2/bulk/{version}/write
Download Bulk Write ResultTo download the result of the bulk write job as a CSV file.v7, v6, v5, v4, v3, v2.1, v2/bulk/{version}/write/{job_id}/result
Get Bulk Write Job DetailsTo get the details of a bulk write job scheduled previously.v7, v6, v5, v4, v3, v2.1, v2/bulk/{version}/write/{job_id}
Bulk Write Upload FileTo upload a CSV file in ZIP format for bulk write API.v7, v6, v5, v4, v3, v2.1, v2/upload
Cancel Scheduled Data BackupTo cancel the scheduled data backup of your CRM account.v7, v6, v5, v4, v3/bulk/v7/backup/{id}/actions/cancel
Change OwnerTo change the owner of a record or multiple records.v7, v6, v5, v4, v3/{module_api_name}/actions/change_owner
/{module_api_name}/{record_id}/actions/change_owner
Change User Status (Portal)To change the status of a user in the portal.v7, v6, v5/settings/portals/{portal_name}/user_type/{user_type_id}/users/{user_id}/actions/change_status
Clone Scoring RuleTo clone a scoring rule.v7, v6, v5, v4, v3/settings/automation/scoring_rules/{rule_id}/actions/clone
Composite APITo perform a composite API call, consisting of up to five sub-requests.v7, v6, v5, v4, v3/__composite_requests
Convert LeadTo convert a lead into a contact or an account.v7, v6, v5, v4, v3, v2.1, v2/Leads/{record_id}/actions/convert
Create AppointmentsTo add new appointments to your organization.v7, v6, v5/Appointments__s
Create NotesTo add new notes.v7, v6, v5, v4, v3, v2.1, v2/Notes
/{module_api_name}/{record_id}/Notes
Create PipelineTo create a pipeline with various stages that a deal passes through.v7, v6, v5, v4, v3, v2.1/settings/pipeline?layout_id={layout_id}
Create PortalTo create a portal for your org.v7, v6, v5/settings/portals
Create ProfileTo create a profile.v7, v6, v5/settings/profiles/{clone-profile-id}/actions/clone
Create RoleTo add a new role to your organization.v7, v6, v5, v4, v3, v2.1/settings/roles
Create Scoring RulesTo create a scoring rule for a module in the organization.v7, v6, v5, v4, v3/settings/automation/scoring_rules
Create ServicesTo add new services to your organization.v7, v6, v5, v4, v3/Services__s
Create TagTo create tags and color-code them.v7, v6, v5, v4, v3, v2.1, v2/settings/tags?module={module_api_name}
Create User GroupTo create a user group.v7, v6, v5/settings/user_groups
Create User TypeTo create a user type in a portal.v7, v6, v5/settings/portals/{portal_name}/user_type
Create VariablesTo create a new variable in CRM.v7, v6, v5, v4, v3, v2.1, v2/settings/variables
Custom View MetaTo get the custom views data of a particular module.v7, v6, v5, v4, v3, v2.1, v2/settings/custom_views?module={module_api_name}
/settings/custom_views/{custom_view_id}?module={module_api_name}
Delete User UnavailabilityTo delete the record that contains the details of your unavailability.v7, v6, v5, v4, v3, v2.1/settings/users_unavailability/{id}
Delete Appointments Rescheduled HistoryTo delete a record from the appointments rescheduled history.v7, v6, v5, v4, v3/Appointments_Rescheduled_History__s/{record_id}
Delete AppointmentsTo delete existing appointments in your organization.v7, v6, v5, v4, v3/Appointments__s?ids={appointment_id1,appointment_id2,...appointment_id100}
/Appointments__s/{appointment_id}
Delete AttachmentsTo delete a file attached to a record.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{record_id}/Attachments/{attachment_id}
/{module_api_name}/{record_id}/photo
Delete Contact RolesTo delete contact roles.v7, v6, v5, v4, v3, v2.1, v2/Contacts/roles?ids={contact_role_id1,contact_role_id2,..}
/Contacts/roles/{contact_role_id}
Delete HolidayTo delete the holidays set for your org.v7, v6, v5/settings/holidays/{holiday_id}
Delete Record PhotoTo delete a photo from a record in a module.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{record_id}/Attachments/{attachment_id}
/{module_api_name}/{record_id}/photo
Delete Mapped DependencyTo delete the dependency mapped for the picklist fields on a layout of the module.v7, v6, v5/settings/layouts/{layout_id}/map_dependency/{map_dependency_id}
Delete NotesTo delete notes.v7, v6, v5, v4, v3, v2.1, v2/Notes/{note_id}
/Notes?ids={Entity_ID1, Entity_ID2, Entity_ID3,..}
/{module_api_name}/{record_id}/Notes/{note_id}
Delete Organization ImageTo delete the logo or photo of your organization.v7, v6, v5, v4, v3, v2.1, v2/org/photo
Delete Records Using External IDTo delete the records in a module using external IDs.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{external_field_value}
/{module_api_name?ids=id1,id2,..}
Delete RecordsTo delete entities or records from a module.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}?ids={record_id1,record_id2,..}
/{module_api_name}/{record_id}
Delete Related Records Using External IDTo delete the related list records using external IDs.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{external_field_value}/{related_list_api_name}/{external_field_value}
Delete Scoring RulesTo delete scoring rules.v7, v6, v5, v4, v3/settings/automation/scoring_rules/{rule_id}
/settings/automation/scoring_rules?ids=rule_id1, rule_id2, rule_id3, ...
Delete ServicesTo delete existing services in your organization.v7, v6, v5/Services__s?ids={service_id1,service_id2,...service_id100}
/Services__s/{service_id}
Delete Shift HoursTo delete the shift hours configured for your organization.v7,v6 v5/settings/business_hours/shift_hours/{shift_hour_id}
Delete TagTo delete a tag from a module.v7, v6, v5, v4, v3, v2.1, v2/settings/tags/{tag_id}
Delete TerritoriesTo delete territories from your organization.v7, v6, v5/settings/territories
/settings/territories/{territory_id}
Delete User From PortalTo delete a user from a portal.v7, v6, v5, v4/settings/portals/{portal_name}/user_type/{user_type_id}/users
Delete a User GroupTo delete a user group.v7, v6, v5, v4/settings/user_groups/{user_group_id}
Delete a User TypeTo delete a user type from a portal.v7, v6, v5, v4/settings/portals/{portal_name}/user_type/{user_type_id}
Delete UserTo delete a user from your organization.v7, v6, v5, v4, v3, v2.1, v2/users/{user_id}
Delete VariableTo delete details of CRM variables.v7, v6, v5, v4, v3, v2.1, v2/settings/variables?ids={variable_id1, variable_id2, variable_id3}
/settings/variables/{variable_id}
Delink and Transfer RecordsTo delink a user from the territory and assign the open records to the user of another territory.v7, v6, v5, v4, v3/users/{id}/territories/actions/transfer_and_delink
/users/{id}/territories/{territory_id}/actions/transfer_and_delink
Delink Related RecordsTo delete the association between modules.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{record_id}/{related_list_api_name}/{related_record_id}
/{module_api_name}/{record_id}/{related_list_apiname}?ids={comma_separated_related_record_ids}
Disassociate Users from TerritoryTo disassociate users from a territory in your organization.v7, v6, v5settings/territories/{territoryid}/users
settings/territories/{territoryid}/users/{userid}
Download an AttachmentTo download a file attached to a record.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{record_id}/Attachments/{attachment_id}
Download Backed up DataTo download the backed up data for your CRM account.v7, v6, v5, v4, v3/v2/crm/{zgid}/backup/{job-id}/{file-name}
Download Email AttachmentsTo download the attachments of an email.v7, v6, v5, v4/{module_api_name}/{record_id}/Emails/actions/download_attachments
Download Record ImageTo download a photo associated with a module.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{record_id}/photo
Download Inline Images of an EmailTo download the inline images from an email.v7, v6, v5, v4/{module_api_name}/{record_id}/Emails/actions/download_inline_images
Download Mail MergeUse the download mail merge API to download the merged document created using your mail merge template.v7, v6, v5/{module_API_name}/{record_id}/actions/download_mail_merge
Download Field AttachmentsTo download the attachments from the file upload and image upload fields of a module.v7, v6, v5, v4, v3, v2.1/{module_api_name}/{record_ID}/actions/download_fields_attachment
Email TemplatesTo fetch the email templates in a module.v7, v6, v5, v4, v3, v2.1/settings/email_templates
/settings/email_templates/{id}
Enable Multi-CurrencyTo enable multiple currencies for your organization.v7, v6, v5, v4, v3, v2.1, v2/org/currencies/actions/enable
Execute Scoring RulesTo execute scoring rules for a module in the organization.v7, v6, v5, v4, v3/{module_api_name}/actions/run_scoring_rules
Field MetaTo get the field metadata for the specified modulev7, v6, v5, v4, v3, v2.1, v2/settings/fields?module={module_api_name}
Get Appointment PreferencesTo get the details of appointment preferences in your organization.v7, v6, v5, v4, v3/settings/appointment_preferences
Get Appointments Rescheduled HistoryTo get appointments rescheduled history data.v7, v6, v5, v4, v3/Appointments_Rescheduled_History__s
/Appointments__s/{appointment_id}/Appointments_Rescheduled_History__s
Get AppointmentsTo get appointments data that match your search criteria.v7, v6, v5, v4, v3/Appointments__s
/Appointments__s/{appointment_id}
Get Assignment RulesTo fetch the assignment rules in your org.v7, v6, v5, v4, v3, v2.1/settings/automation/assignment_rules
/settings/automation/assignment_rules/{rule_id}?module={module_API_name}
Get AttachmentsTo get the list of attachments.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{record_id}/Attachments
Get Backup InfoTo fetch information about the latest data backup scheduled for your CRM account.v7, v6, v5, v4, v3/bulk/v5/backup
Get Backup URLsTo fetch the download URLs of the latest scheduled backup.v7, v6, v5, v4, v3/bulk/v5/backup/urls
Get Business HoursTo get the details of the business hours of your org.v7, v6, v5, v4, v3/settings/business_hours
Get Child TerritoriesTo retrieve the details of child territories of your territory.v7, v6, v5/settings/territories/{territoryid}/__child_territories
Get Contact Roles of a Specific DealTo get the details of contact roles associated with a specific deal.v7, v6, v5, v4, v3, v2.1, v2/Deals/{deal_id}/Contact_Roles /Deals/{deal_id}/Contact_Roles/{contact_id} /Deals/{deal_id}/Contact_Roles?ids={contact_id1,contact_id2,..}
Get Contact RolesTo get the list of contact roles.v7, v6, v5, v4, v3, v2.1, v2/Contacts/roles /Contacts/roles/{contact_role_id}
Get Currencies DataTo get all the available currencies in your organization.v7, v6, v5, v4, v3, v2.1, v2/org/currencies /org/currencies/{currency_id}
Get Deleted RecordsTo get the list of deleted records.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/deleted
Get Emails of a RecordTo get the details of the emails sent from a record.v7, v6, v5, v4/{module_api_name}/{record_id}/Emails /{module_api_name}/{record_id}/Emails/{message_id}
Get Email Shared DetailsTo get the details of the users and the type with whom you can share the record's emails.v7, v6, v5, v4/{module_api_name}/{record_id}/__emails_sharing_details
Get Entity ScoresTo get the entity score of a record.v7, v6, v5, v4, v3/{module_api_name}/{record_id}/Entity_Scores__s
Get FilesTo fetch a file using its encrypted ID.v7, v6, v5, v4, v3, v2.1, v2/files
Get Fiscal YearTo retrieve the details of fiscal year settings of your organization.v7, v6, v5/settings/fiscal_year
Get From Addresses ListTo get the list of email addresses that you can send emails from.v7, v6, v5, v4, v3, v2.1/settings/emails/actions/from_addresses
Get Holidays ListTo get the details of the holidays set for your org.v7, v6, v5, v4/settings/holidays /settings/holidays/{holiday_id}
Get Mapped Dependency FieldsTo get the details of the parent and child fields configured for a module.v7, v6, v5, v4/settings/layouts/{layout_id}/map_dependency /settings/layouts/{layout_id}/map_dependency/{map_dependency_id}
Get NotesTo get the list of notes.v7, v6, v5, v4, v3, v2.1, v2/Notes /Notes/{note_id} /{module_api_name}/{record_id}/Notes
Get Org DataTo get the organization data.v7, v6, v5, v4, v3, v2.1, v2/org
Get Org ImgTo get the photo or logo of your organization.v7, v6, v5, v4, v3, v2.1, v2/org/photo
Get PipelinesTo fetch the details of all or a specific pipeline in the Deals module.v7, v6, v5, v4, v3, v2.1/settings/pipeline?layout_id={layout_id} /settings/pipeline/{pipeline_ID}?layout_id={layout_id}
Get PortalsTo get the details of the portals available in your org.v7, v6, v5, v4/crm/{version}/settings/portals /crm/{version}/settings/portals/{portal_name}
Get ProfilesTo retrieve the data of profiles of your organization.v7, v6, v5, v4, v3, v2.1, v2/settings/profiles /settings/profiles/{profile_id}
Get Records Using External IDTo fetch the records in a module using external IDs.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{external_field_value}
Get Records through COQL QueryTo get the records from the module through a COQL query.v7, v6, v5, v4, v3, v2.1, v2/coql
Get RecordsTo retrieve the records that match your search criteria.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name} /{module_api_name}/{record_id}
Get Related Records using External IDTo get the related list records using external IDs.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{external_value}/{related_list_api_name}
Get Related RecordsTo get the related list records of a record.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{record_id}/{related_list_api_name}
Get RolesTo retrieve the details about roles in your organization.v7, v6, v5, v4, v3, v2.1, v2/settings/roles /settings/roles/{role_id}
Get Service PreferencesTo get the details of service preferences in your organization.v7, v6, v5, v4, v3/settings/service_preferences
Get ServicesTo get services data that match your search criteria.v7, v6, v5, v4, v3/Services__s /Services__s/{service_id}
Get Shared Record DetailsTo get the details of a shared record.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{record_id}/actions/share
Get Shift HoursTo get the details of the shift hours configured for your organization.v7, v6, v5, v4/settings/business_hours/shift_hours/{shift_hour_id}
Get SignalsTo fetch all the signals in your CRM account.v7, v6, v5, v4/settings/signals
Get Sources by TypeTo get the details of a member of a user group by the type.v7, v6, v5, v4/settings/user_groups/{group_id}/sources
Get Sources CountTo get the number of users, groups, roles, and territories available in a user group.v7, v6, v5, v4/settings/user_groups/{groupid}/actions/sources_count
Get Tag ListTo display all the tags in an organization.v7, v6, v5, v4, v3, v2.1, v2/settings/tags?module={module_api_name}
Get Territories of a RecordTo get the details of the territories assigned to a record.v7, v6, v5, v4, v3, v2.1/{module_api_name}/{record_id}
Get User GroupsTo get the details of the user groups created for your organization.v7, v6, v5, v4/settings/user_groups /settings/user_groups/{group_id}
Get User TerritoriesTo get the territories related to a user.v7, v6, v5, v4, v3/users/{user_id}/territories /users/{user_id}/territories/{territory_id}
Retrieve User details Associated with a TerritoryTo retrieve the details of the user added to the territory in your organization.v7, v6/settings/territories/{territoryid}/users settings/territories/{territoryid}/users/{userid}
Get PortalUser TypesTo get the user types available in a portal of your org.v7, v6, v5, v4/settings/portals/{portal_name}/user_type /settings/portals/{portal_name}/user_type/{user_type_id}
Get User UnavailabilityTo get the details of a user's unavailability.v7, v6, v5, v4, v3, v2.1/settings/users_unavailability /settings/users_unavailability/{id}
Get Users of a User TypeTo get the list of users available in a user type of a portal.v7, v6, v5, v4/settings/portals/{portal_name}/user_type/{user_type_id}/users
Get UsersTo retrieve the users' data specified in the API request. You can specify the type of users that needs to be retrieved.v7, v6, v5, v4, v3, v2.1, v2/users /users/{user_id}
Get Users CountTo fetch the user count in your org. You can get the total number of users, or get they count by user type.v7, v6, v5, v4, v3/users/actions/count
Get Variable GroupTo get the details of any variable group.v7, v6, v5, v4, v3, v2.1, v2/settings/variable_groups/{variable_group_id (or) variable_group_API_name}
Get VariablesTo retrieve all the available variables through an API request.v7, v6, v5, v4, v3, v2.1, v2/settings/variables /settings/variables/{variable_id}?group={variable_group_id}
Get WizardsTo get the details of the wizards in a module.v7, v6, v5, v4, v3, v2.1/settings/wizards /settings/wizards/{wizard_ID}?layoutid={layout_ID}
Insert Contact RolesTo add new contact roles.v7, v6, v5, v4, v3, v2.1, v2/Contacts/roles
Insert Records using External IDTo add new entities to a module using external ID.v7, v6, v5, v4, v3, v2.1, v2/{base_module_API_name}
Insert RecordsTo add new entities to a module.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}
Insert SubformsTo insert a new record with subforms in a module.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}
Convert Inventory RecordsTo convert inventory records. You can convert a record from Quotes to Sales Orders or Invoices, or from Sales Orders to Invoices.v7, v6/Quotes/{record_id}/actions/convert /Sales_Orders/{record_id}/actions/convert
Mass Convert Inventory RecordsTo mass convert inventory records. You can convert a record from Quotes to Sales Orders or Invoices, or from Sales Orders to Invoices.v7, v6/Quotes/actions/mass_convert /Sales_Orders/actions/mass_convert
Mass Inventory Conversion Status APITo get the status of a mass conversion job scheduled for inventory records.v7, v6/Quotes/actions/mass_convert?job_id={job_id} /Sales_Orders/actions/mass_convert?job_id={job_id}
Inventory TemplatesTo fetch the details of inventory templates.v7, v6, v5, v4, v3, v2.1/settings/inventory_templates /settings/inventory_templates/{id}
Invite a User to a PortalTo invite a user to a portal.v7, v6, v5, v4/{personality_module}/{record_id}/actions/portal_invite
Layouts MetaTo get details of the layouts associated with a particular module.v7, v6, v5, v4, v3, v2.1, v2/settings/layouts?module={module_api_name} /settings/layouts/{layout_id}?module={module_api_name}
Lead Conversion OptionsTo get the lead's conversion options before converting it to a Deal, Account, or a Contact. This API fetches the matching records from Accounts, Contacts, and Deals. This allows you to map the data correctly and avoid any duplicity while converting a lead.v7, v6, v5, v4, v3/Leads/{record_id}__conversion_options
Linking ModulesList of APIs supported by Linking modules.v7, v6, v5, v4, v3, v2.1, v2
Map DependencyTo get the details of the parent and child fields configured for a module.v7, v6, v5, v4/settings/layouts/{layout_id}/map_dependency
Mass Change Owner StatusTo get the status of the mass change owner job scheduled previously.v7, v6, v5, v4/{module_api_name}/actions/mass_chnage_owner?job_id
Mass Change OwnerTo change the owner of the records of a module in a particular custom view and territory in bulk.v7, v6, v5, v4/{module_api_name}/actions/mass_change_owner
Mass Convert LeadTo convert a maximum of up to 50 leads in a single API call. You can convert a lead with or without creating a deal through this API.v7, v6, v5, v4/Leads/actions/mass_convert
Lead Mass Convert StatusTo get the status of the mass convert lead job scheduled previously.v7, v6, v5, v4/Leads/actions/mass_convert?job_id={job_id}
Mass Delete StatusTo get the status of the mass delete job scheduled previously.v7, v6, v5, v4/{module_api_name}/actions/mass_delete?job_id
Mass Delete RecordsTo delete the records of a module in bulk.v7, v6, v5, v4/{module_api_name}/actions/mass_delete
Mass Update RecordsTo schedule mass update.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/actions/mass_update
Mass Update StatusTo get the status of the mass update job scheduled previously.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/actions/mass_update?job_id
Meeting CancelTo cancel a meeting and to send an email regarding the meeting cancellation to the participants.v7, v6, v5, v4, v3, v2.1/Events/{event_id}/actions/cancel
Merge TagsTo merge tags and put all the records under the two tags into a single tag.v7, v6, v5, v4, v3, v2.1, v2/settings/tags/{tag_id}/actions/merge
Module MetaTo get the metadata for a specific module.v7, v6, v5, v4, v3, v2.1, v2/settings/modules/{module_api_name}
Module Record CountTo fetch the total number of records in the module or the number of records that match the criteria.v7, v6, v5, v4, v3, v2.1/{module_api_name}/actions/count?criteria=(criterion_here) /{module_api_name}/actions/count?email=(email_here) /{module_api_name}/actions/count?phone=(phone_number_here) /{module_api_name}/actions/count?word=(search_word_here)
Modules APITo retrieve the list of all the modules available in your CRM account.v7, v6, v5, v4, v3, v2.1, v2/settings/modules
Notifications DisableTo stop all the instant notifications enabled by the user for a channel.v7, v6, v5, v4, v3, v2.1, v2/actions/watch
Notifications EnableTo enable instant notifications of actions performed on a module.v7, v6, v5, v4, v3, v2.1, v2/actions/watch
Get Notifications DetailsTo get the details of the notifications enabled by the user.v7, v6, v5, v4, v3, v2.1, v2/actions/watch
Disable Specific NotificationsTo disable notifications for the specified events in a channel.v7, v6, v5, v4, v3, v2.1, v2/actions/watch
Update Details of a NotificationTo update the details of the notifications enabled by a user.v7, v6, v5, v4, v3, v2.1, v2/actions/watch
Update Specific Information of a NotificationTo update only specific details of a specific notification enabled by the user.v7, v6, v5, v4, v3, v2.1, v2/actions/watch
Mark a User UnavailableTo mark oneself (user) unavailable during a particular time period.v7, v6, v5, v4, v3, v2.1, v2/settings/users_unavailability
Update Fiscal Year SettingsTo update the details of fiscal year settings of your organization.v7, v6, v5/settings/fiscal_year
Related List MetadataTo get the metadata of the related lists in a particular module.v7, v6, v5, v4, v3, v2.1, v2/settings/related_lists?module={module_api_name}
Remove Contact Role from a Specific DealTo remove contact roles from a specific deal.v7, v6, v5, v4, v3, v2.1, v2/Deals/{deal_id}/Contact_Roles/{contact_id} /Deals/{deal_id}/Contact_Roles?ids={contact1,contact2,..}
Remove TagsTo delete the tags associated with records.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/actions/remove_tags /{module_api_name}/{record_id}/actions/remove_tags
Remove Territories of RecordsTo remove territories assigned to multiple records or a single record.v7, v6, v5, v4, v3, v2.1/{module_api_name}/actions/remove_territories /{module_api_name}/{record_id}/actions/remove_territories
Revoke Shared RecordTo revoke access to a shared record that was shared to users.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{record_id}/actions/share
Schedule Data BackupTo schedule a backup of all CRM data including attachments.v7, v6, v5, v4, v3/bulk/v5/backup
Get Scoring RulesTo get the list of scoring rules defined for the organization.v7, v6, v5, v4, v3/settings/automation/scoring_rules /settings/automation/scoring_rules/{rule_id}
Search Records Using External IDTo retrieve the records that match your search criteria using external fields.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/search
Search RecordsTo retrieve the records that match your search criteria.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/search?criteria={{criteria_here}} /{module_api_name}/search?email={{email_here}} /{module_api_name}/search?phone={{phone_number_here}} /{module_api_name}/search?word={{search_word_here}}
Send Mail using Merge TemplateTo use a mail merge template and send emails to usersv7, v6, v5/{module_API_name}/{record_id}/actions/send_mail_merge
Send MailTo send emails through an API.v7, v6, v5, v4, v3, v2.1/{module_api_name}/{record_id}/actions/send_mail
Share RecordTo share a record with other users, groups, and roles in the organization.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{record_id}/actions/share
Sign Mail MergeTo send a mail merge document for signing and approval.v7, v6, v5/{module_API_name}/{record_id}/actions/sign_mail_merge
Change Sort Order of Custom ViewsTo change the sort order of records in a custom view.v7, v6, v5, v4/settings/custom_views/{cvid}/actions/change_sort?module={module_name} /settings/custom_views/actions/change_sort?module={module_name}
Subforms APITo get the subform data in a record.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{record_id} /{subform_api_name}
Get Record Count for a Specific TagTo get the total number of records under a tag.v7, v6, v5, v4, v3, v2.1, v2/settings/tags/{tag_id}/actions/records_count?module={module_api_name}
TerritoriesTo get the list of territories enabled for your organization.v7, v6, v5, v4, v3, v2.1, v2/settings/territories /settings/territories/{territory_id}
Sign Mail MergeTo send a mail merge document for signing and approval.v7, v6, v5/{module_API_name}/{record_id}/actions/sign_mail_merge
Change Sort Order of Custom ViewsTo change the sort order of records in a custom view.v7, v6, v5, v4/settings/custom_views/{cvid}/actions/change_sort?module={module_name} /settings/custom_views/actions/change_sort?module={module_name}
Get Record Count for a Specific TagTo get the total number of records under a tag.v7, v6, v5, v4, v3, v2.1, v2/settings/tags/{tag_id}/actions/records_count?module={module_api_name}
TerritoriesTo get the list of territories enabled for your organization.v7, v6, v5, v4, v3, v2.1, v2/settings/territories /settings/territories/{territory_id}
Transfer Users and Delete RoleTo delete a role and transfer the users to a new role in your organization.v7, v6, v5, v4, v3, v2.1/settings/roles/{role_id}
Transfer Users of a User TypeTo transfer the users of a user type to another user type in a portal.v7, v6, v5/settings/portals/{portal_name}/user_type/{user_type_id}/users/action/transfer
Transfer Records and Delete UsersTo delete user(s) from CRM and transfer the records to a new user.v7, v6, v5/users/actions/transfer_and_delete /users/{user_id}/actions/transfer_and_delete
Update Appointment PreferencesTo update the appointment preferences in your organization.v7, v6, v5, v4, v3/settings/appointment_preferences
Update Appointments Rescheduled HistoryTo update the rescheduled details of appointments.v7, v6, v5, v4, v3/Appointments_Rescheduled_History__s
Update AppointmentsTo update the details of an existing appointment in your organization.v7, v6, v5, v4, v3/Appointments__s
Update Blueprint DetailsTo update a single transition at a time.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{record_id}/actions/blueprint
Update Business HoursTo update the details of the business hours of your org.v7, v6, v5/settings/business_hours
Update Contact RolesTo update details of contact roles.v7, v6, v5, v4, v3, v2.1, v2/Contacts/roles /Contacts/roles/{contact_role_id}
Update CurrenciesTo update currency details.v7, v6, v5, v4, v3, v2.1, v2/org/currencies/actions/enable /org/currencies /org/currencies/{currency_ID}
Update HolidaysTo update the holidays set for your org.v7, v6, v5, v4/settings/holidays
Update Mapped Dependency FieldsTo update map dependency fields on a layout of the module.v7, v6, v5, v4/settings/layouts/{layout_id}/map_dependency/{map_dependency_id}
Update NotesTo update an existing note.v7, v6, v5, v4, v3, v2.1, v2/Notes /Notes/{note_id} /{module_api_name}/{record_id}/Notes
Update PipelineTo update a pipeline in a layout.v7, v6, v5, v4, v3, v2.1/settings/pipeline/{pipeline_ID}?layout_id={layout_id}
Update PortalTo update a portal's name in your org.v7, v6, v5, v4/settings/portals/{portal_name}
Update Profile PermissionTo update the permissions of a profile.v7, v6, v5, v4/settings/profiles/{profile-id}
Update Records Using External IDTo update existing records in a module through an external field.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{external_field_value}
Update RecordsTo update existing entities in the module.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name} /{module_api_name}/{record_id}
Update Related Records using External IDTo update the related list records using external IDs.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{external_field_API_name/value}/{related_list_api_name}
Update Related RecordsTo update the relation between the records.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{record_id}/{related_list_api_name}/{related_record_id}
Update RoleTo update the details of a role in your organization.v7, v6, v5, v4, v3, v2.1/settings/roles /settings/roles/{role_id}
Update Scoring Rule StatusTo activate or deactivate a scoring rule.v7, v6, v5, v4, v3/settings/automation/scoring_rules/{rule_id}/actions/activate /settings/automation/scoring_rules/{rule_id}/actions/activate}
Update Scoring RulesTo update a scoring rule.v7, v6, v5, v4, v3/settings/automation/scoring_rules /settings/automation/scoring_rules/{rule_id}
Update Service PreferencesTo update the service preferences in your organization.v7, v6, v5, v4, v3/settings/service_preferences
Update ServicesTo update the details of an existing service in your organization.v7, v6, v5, v4, v3/Services__s
Update Share PermissionsUpdate the sharing permissions of a record granted to users, revoke access given to users, update the access permission to the related lists of the record that was shared with the user and share the record privately or publicly.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{record_id}/actions/share
Update Shift HoursTo update the shift hours for your organization through an API.v7, v6, v5, v4/settings/business_hours/shift_hours
Update SubformsTo update a record with subforms in a module.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}
Update TagsTo update tags and their color codes.v7, v6, v5, v4, v3, v2.1, v2/settings/tags?module={module_api_name} /settings/tags/{tag_id}?module={module_api_name}
Update TerritoriesTo update the details of existing territories in your organization.v7, v6, v5/settings/territories /settings/territories/{territory_id}
Update User GroupTo update a user group.v7, v6, v5, v4/settings/user_groups/{user_group_id}
Update User TypeTo update the details of a user type in a portal.v7, v6, v5, v4/settings/portals/{portal_name}
Update User UnavailabilityTo update the details of your unavailability during a particular time period.v7, v6, v5, v4, v3, v2.1/settings/users_unavailability /settings/users_unavailability/{id}
Update UserTo update the details of a user in your organization.v7, v6, v5, v4, v3, v2.1, v2/users /users/{user_id}
Update VariablesTo update details of variables in CRM.v7, v6, v5, v4, v3, v2.1, v2/settings/variables /settings/variables/{variable_id (or) variable_api_name}
Upload AttachmentTo attach a file to a record.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{record_id}/Attachments
Upload Files to ZFSTo upload fields to Zoho File System.v7, v6, v5, v4, v3, v2.1, v2/files
Upload ImageTo attach a photo to a record.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/{record_id}/photo
Upload Organization ImageYou can upload and update the organization photo using this API.v7, v6, v5, v4, v3, v2.1, v2/org/photo
Upsert Records using External IDTo update existing records or insert new records in a module through an external field.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/upsert
Insert or Update Records (Upsert)To insert or update a record. The system checks for duplicate records based on the duplicate check field's values. If the record is already present, it gets updated. If not, the record is inserted.v7, v6, v5, v4, v3, v2.1, v2/{module_api_name}/upsert
User Groups AssociationsYou can associate a user group with sharing rules, workflows, assignment rules, approval and review processes, and email notification criteria. Use this API to find out where a user group is associated.v7, v6, v5/settings/user_groups/{user_group_ID}/actions/associations
Validate Before TransferTo validate whether or not the user has open records (records with open cases, tasks, calls, or meetings) in a territory before transferring them to a user in another territory.v7, v6, v5, v4, v3/users/{user_id}/territories/actions/validate_before_transfer
/users/{user_id}/territories/actions/validate_before_transfer