Zoho CRM action

Search Leads (Zoho CRM)

Search for lead records using an email, phone number, a generic word, or specific criteria.

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Zoho logoZoho CRM
zoho-search-leads
crmReturns in secondsLight tier
Input

What it needs.

Map each field to a column in your table. Optional fields can stay empty.

FieldType
  • email
    Search by email address.
    nullablestring
  • mobile_number
    Search by phone number.
    nullablestring
  • word
    Search by a specific word across indexed text fields.
    nullablestring
  • criteria
    Search using logical operators. Format: ((API_Name:operator:value)). Example: ((Company:equals:ABC)). Note: 'equals' behaves like 'contains' for standard text fields. You can use a maximum of 10 criteria.
    nullablefilter
  • limit
    Enter the number of leads to search (must be multiple of 25)
    nullablenumber

When to use this.

The "Search Leads (Zoho CRM)" action enables users to efficiently locate lead records within Zoho CRM by utilizing various search parameters such as email addresses, phone numbers, specific keywords, or advanced criteria. Key input parameters include an optional email and phone number for direct searches, a mandatory word for keyword searches, and an optional criteria string that allows for complex queries using logical operators. Users can also specify a limit on the number of results returned, which must be a multiple of 25. The action outputs comprehensive lead information, including lead ID, full name, contact details, lead status, source, industry, and timestamps for creation and modification, among others. This functionality is particularly useful for sales teams looking to quickly identify and manage leads based on specific attributes or conditions, making it an essential tool in the CRM category for enhancing lead management and sales efficiency.

Output

What it returns.

Every field this action writes back to the row. Click a line to expand nested objects.

FieldType
  • lead_id
    Lead Id
    text
  • full_name
    Full Name
    nullabletext
  • first_name
    First Name
    text
  • last_name
    Last Name
    text
  • company
    Company
    text
  • email
    Email
    text
  • mobile_number
    Mobile Number
    text
  • lead_status
    Lead Status
    nullabletext
  • lead_source
    Lead Source
    nullabletext
  • industry
    Industry
    nullabletext
  • rating
    Rating
    nullabletext
  • website
    Website
    nullabletext
  • address
    Address
    nullabletext
  • city
    City
    nullabletext
  • state
    State
    nullabletext
  • country
    Country
    nullabletext
  • description
    Description
    nullabletext
  • is_converted
    Is Converted
    nullabletext
  • owner
    Owner
    nullabletext
  • created_by_name
    Created By Name
    nullabletext
  • modified_by_name
    Modified By Name
    nullabletext
  • created_time
    Created Time
    nullabletext
  • modified_time
    Modified Time
    nullabletext
  • last_activity_time
    Last Activity Time
    nullabletext
  • record_status
    Record Status
    nullabletext
Workflow

How this fits a workflow.

Trigger → Search Leads (Zoho CRM) → enrich → push to your CRM. You set it up once; after that it runs without you.

  1. Step 1TriggerNew row, form submit, or schedule.
  2. Step 2Search Leads (Zoho CRM)The Zoho CRM action runs.
  3. Step 3EnrichWaterfall fills missing fields.
  4. Step 4Push to CRMHubSpot / Pipedrive / Zoho CRM / GoHighLevel.

Two actions you can chain after this one:

Search Leads (Zoho CRM)Get Account by ID (Zoho CRM)Delete Account (Zoho CRM)
Reliability

Throughput & reliability.

How fast it drains a table, and what happens when the upstream provider has a bad day.

  • Per-minute limit100 / min
  • Per-day limit2,000 / day
  • RetriesAutomatic w/ backoff
  • Failed lookupsZero credits

Who runs this

GTM EngineerRevOpsAgency

Light tier. See pricing; per-action credit cost is private.

Related

More Zoho CRM actions.

FAQ.

Mostly. Fast actions fill the cell in a few seconds. Long-running ones run in the background and write back to the row when they finish, so you can close the tab.

No. A failed lookup costs zero credits. When a provider misses or times out, the waterfall moves to the next one and you only pay for the match you actually got.

No. Run it on one cell, on a selection, on the whole table, or on a schedule. Same action either way.

HubSpot, Pipedrive, Zoho, and GoHighLevel are bidirectional, with Salesforce coming soon. Smartlead, Instantly, Lemlist, HeyReach, Apollo Sequences, and Reply.io for outbound.

Run Search Leads (Zoho CRM) in 60 seconds.

Connect the account, drop the action on a column, run it on your rows.

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