Search records
Search Zoho CRM records by email, phone, keyword, or custom field criteria.
Search Zoho CRM records by email, phone, keyword, or custom field criteria.
Look up specific records in any Zoho CRM module by email address, phone number, keyword, or custom field criteria. Enter an email address to instantly find the matching lead, contact, or account - making this the most efficient connector for enrichment workflows where you need to find and update individual CRM records.
The email search checks across all email fields in the module, so you'll find matches regardless of which field the email is stored in. For more targeted searches, use the criteria field with Zoho's search syntax to filter by any combination of fields and operators.
Use this to verify whether a prospect already exists in your CRM before adding them, to look up account data for a list of company emails, or to pull matching records for targeted enrichment and sync back to Zoho.
