- Query and display Leads, Contacts, Accounts, Deals, Tasks, Cases, Products, Quotes, and Invoices
- Search and filter records for dashboards, portals, and internal tools
- Create and update records across standard and custom CRM modules
Common use cases and example apps
| Example app | Example prompt | Description |
|---|---|---|
| Lead intake dashboard | Use Zoho CRM and build a dashboard that shows new Leads by source, status, and owner. | Track new leads from Zoho CRM in one focused view. The app reads Leads from Zoho CRM, groups them by status, and helps sales teams prioritize follow-up. |
| Deal pipeline board | Use Zoho CRM and build a pipeline board where I can view Deals by stage and update deal status. | Manage deal movement from a custom interface. The app fetches Deals from Zoho CRM, displays them by stage, and writes updates back to the connected CRM account. |
| Account health portal | Use Zoho CRM and build an account health portal that shows Accounts, related Contacts, and recent activities. | Give teams a clear account summary backed by CRM data. The app reads Accounts, Contacts, Tasks, and Calls so account managers can review context without opening Zoho CRM. |
| Customer lookup tool | Use Zoho CRM and build a searchable customer lookup tool for Contacts and Accounts. | Create a fast internal search experience for customer records. The app searches Zoho CRM modules and displays the fields your team needs for support or sales workflows. |
| Quote and invoice tracker | Use Zoho CRM and build a tracker that lists Quotes and Invoices by customer and status. | Surface commercial records from Zoho CRM in a reporting view. The app reads Quotes and Invoices, filters by account or status, and helps teams follow up on open items. |
How to connect Zoho CRM
Workspace admins and owners can connect Zoho CRM. App connectors are enabled by default on Free, Pro, and Business plans. On Enterprise plans, workspace admins and owners can manage app connector availability for the workspace. You can create multiple Zoho CRM connections using different Zoho accounts, regions, or OAuth apps, which is useful for separating production and sandbox environments. When the connection is created, Zoho CRM becomes available across all projects in the workspace. Anyone building in a project can ask Lovable in chat to link their project to it.Prerequisites
Before connecting Zoho CRM, make sure you have:- A Zoho CRM account
- Access to the Zoho API Console to create a Server-based Application
- The data center where your Zoho account is hosted, such as United States, Europe, India, Australia, Japan, Canada, or China
- Lovable workspace owner or admin role
All API requests made through this connector count against your Zoho CRM API limits and your Zoho CRM plan. Billing and quota are handled directly by Zoho CRM, not Lovable.
Step 1: Create a Zoho API console application
Zoho CRM uses OAuth to authorize third-party access. Create a Server-based Application in the Zoho API Console to get the Client ID and Client Secret for Lovable.Open the Zoho API Console
Sign in to the Zoho API Console with the Zoho account you want to connect.
Create a Server-based Application
Click Add Client or Get started, then choose Server-based Applications.
Enter application details
Fill in the application details:
- Client Name: for example,
Lovable Integration - Homepage URL: your app or company website URL
- Authorized Redirect URIs:
https://api.lovable.dev/workspaces/connectors/standard/oauth/callback
Step 2: Connect Zoho CRM to Lovable
Enter your connection details
Fill in the connection fields:
- Display name: name the connection, for example
Zoho CRM Prod. This name is only used inside Lovable to identify the connection. - Data center: choose the region where your Zoho account is hosted. Check your Zoho CRM URL, for example
crm.zoho.eumeans Europe. - Client ID: the Client ID from your Zoho API console application.
- Client Secret: the Client Secret from your Zoho API console application.
Choose who can access this connection
Under Who can access this connection, decide who in your workspace can use the connection:
- Only you (default): only the person creating the connection can use it and its associated data.
- Invite specific people: only you and explicitly added workspace members can use the connection and its associated data.
- Invite entire workspace: click Invite entire workspace to make the connection available to everyone in your Lovable workspace.
Connect to Zoho CRM and authorize
Click Connect. The Zoho CRM authorization window opens, so make sure your browser doesn’t block pop-ups. If it does, Lovable redirects you instead.Sign in to Zoho CRM if prompted, review the requested permissions, and click Accept or Allow.You’ll be redirected back to Lovable with a confirmation.
Limitations
The Zoho CRM connector cannot:- Support per-end-user Zoho CRM login. Each connection represents a single Zoho CRM account shared across all projects linked to it.
- Bypass Zoho CRM API limits, rate limits, or plan restrictions.
- Return record lists without explicit fields. Zoho CRM rejects list requests that omit the
fieldsparameter. - Receive Zoho CRM webhooks or real-time record-change events.
How to unlink projects from a connection
Editors and above can remove specific projects from a connection without deleting the connection entirely. The connection will remain available for other projects. To unlink projects:
When unlinked, those projects will no longer have access to through this connection. If a project needs again, you can link it to any available connection.