ZohoMCP

Name: ZohoMCP
Rating: 4.5 (10 reviews)
Author: Rohit Dabra

Fortgeschritten

Dies ist ein Automatisierungsworkflow mit 14 Nodes. Hauptsächlich werden ZohoCrmTool, Agent, McpTrigger, ChatTrigger, LmChatOpenAi und andere Nodes verwendet. KI-gestütztes Zoho CRM-Lead-Management (OpenAI GPT)

Voraussetzungen

•OpenAI API Key

Verwendete Nodes (14)

Kategorie

Workflow-Vorschau

Visualisierung der Node-Verbindungen, mit Zoom und Pan

MCP Server Trigger

Lead in Zoho CRM erstellen

Lead in Zoho CRM löschen

Lead in Zoho CRM abrufen

Alle Leads in Zoho CRM abrufen

Lead in Zoho CRM aktualisieren

Bei Chat-Nachrichtenempfang

KI-Agent

OpenAI Chat Model

Simple Memory

MCP Client

React Flow

Workflow exportieren

Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n

{
  "id": "vjGbKloQsG8ffOZd",
  "meta": {
    "instanceId": "949a401c83597c2ef6ff4654dc4eadf958e058e8d68f04fa5deb21cb217cf620",
    "templateCredsSetupCompleted": true
  },
  "name": "ZohoMCP",
  "tags": [],
  "nodes": [
    {
      "id": "9b3a9170-e9e5-41bf-92eb-b044d0f9a84a",
      "name": "MCP Server Trigger",
      "type": "@n8n/n8n-nodes-langchain.mcpTrigger",
      "position": [
        -448,
        -336
      ],
      "webhookId": "ff22d66b-7cc7-4f8f-a47e-f6beae65b2a0",
      "parameters": {
        "path": "ff22d66b-7cc7-4f8f-a47e-f6beae65b2a0"
      },
      "typeVersion": 2
    },
    {
      "id": "0c592c54-b21e-40fe-b1bc-e49088be7730",
      "name": "Lead in Zoho CRM erstellen",
      "type": "n8n-nodes-base.zohoCrmTool",
      "position": [
        -688,
        -128
      ],
      "parameters": {
        "Company": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Company', ``, 'string') }}",
        "lastName": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Last_Name', ``, 'string') }}",
        "resource": "lead",
        "additionalFields": {
          "Email": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Email', ``, 'string') }}",
          "Mobile": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Mobile', ``, 'string') }}",
          "Website": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Website', ``, 'string') }}",
          "First_Name": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('First_Name', ``, 'string') }}",
          "Lead_Source": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Lead_Source', ``, 'string') }}",
          "Lead_Status": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Lead_Status', ``, 'string') }}"
        }
      },
      "credentials": {
        "zohoOAuth2Api": {
          "id": "RjbVlvhPIOsCXhde",
          "name": "Zoho account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "b63e3d6a-743a-4b40-a39c-03e51ad7c84e",
      "name": "Lead in Zoho CRM löschen",
      "type": "n8n-nodes-base.zohoCrmTool",
      "position": [
        -512,
        -128
      ],
      "parameters": {
        "leadId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Lead_ID', ``, 'string') }}",
        "resource": "lead",
        "operation": "delete"
      },
      "credentials": {
        "zohoOAuth2Api": {
          "id": "RjbVlvhPIOsCXhde",
          "name": "Zoho account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "43531271-45db-4a2d-93b0-96095ac8f98f",
      "name": "Lead in Zoho CRM abrufen",
      "type": "n8n-nodes-base.zohoCrmTool",
      "position": [
        -96,
        -128
      ],
      "parameters": {
        "leadId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Lead_ID', ``, 'string') }}",
        "resource": "lead",
        "operation": "get"
      },
      "credentials": {
        "zohoOAuth2Api": {
          "id": "RjbVlvhPIOsCXhde",
          "name": "Zoho account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "712a8aa5-97db-4620-8036-5d611d5807fb",
      "name": "Alle Leads in Zoho CRM abrufen",
      "type": "n8n-nodes-base.zohoCrmTool",
      "position": [
        64,
        -128
      ],
      "parameters": {
        "options": {},
        "resource": "lead",
        "operation": "getAll",
        "returnAll": true
      },
      "credentials": {
        "zohoOAuth2Api": {
          "id": "RjbVlvhPIOsCXhde",
          "name": "Zoho account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "7efe805e-4cb2-4f79-be08-64646a32b00c",
      "name": "Lead in Zoho CRM aktualisieren",
      "type": "n8n-nodes-base.zohoCrmTool",
      "position": [
        -256,
        -128
      ],
      "parameters": {
        "leadId": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Lead_ID', ``, 'string') }}",
        "resource": "lead",
        "operation": "update",
        "updateFields": {
          "Company": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Company', ``, 'string') }}",
          "Last_Name": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Last_Name', ``, 'string') }}",
          "First_Name": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('First_Name', ``, 'string') }}",
          "Description": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Description', ``, 'string') }}",
          "Lead_Source": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Lead_Source', ``, 'string') }}",
          "Lead_Status": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Lead_Status', ``, 'string') }}"
        }
      },
      "credentials": {
        "zohoOAuth2Api": {
          "id": "RjbVlvhPIOsCXhde",
          "name": "Zoho account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "e67008c6-776a-4f33-bf5a-c54471dc3c85",
      "name": "Bei Chat-Nachrichtenempfang",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "position": [
        512,
        -368
      ],
      "webhookId": "762e231f-98a8-4e03-b1c0-7425b1cedd1a",
      "parameters": {
        "options": {}
      },
      "typeVersion": 1.3
    },
    {
      "id": "cf3071d3-5189-4a97-91db-7939077b894c",
      "name": "KI-Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        464,
        -160
      ],
      "parameters": {
        "options": {
          "systemMessage": "You are an AI assistant that helps manage leads in Zoho CRM.\nWhen the user asks to create, update, or delete a lead, use the appropriate tool.\nProvide confirmations in natural language."
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "e2d2b1c1-dbb4-4c94-9500-e252e0510c79",
      "name": "OpenAI Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        336,
        48
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-5-mini",
          "cachedResultName": "gpt-5-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "DKf6I4HwiNPw9TWL",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "2ad8529a-1e84-4522-9ee5-632dff0958d1",
      "name": "Simple Memory",
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "position": [
        480,
        48
      ],
      "parameters": {},
      "typeVersion": 1.3
    },
    {
      "id": "8279e190-dff3-45aa-87ed-77ec46250d4c",
      "name": "MCP Client",
      "type": "@n8n/n8n-nodes-langchain.mcpClientTool",
      "position": [
        736,
        48
      ],
      "parameters": {
        "options": {},
        "endpointUrl": "http://localhost:5678/mcp/ff22d66b-7cc7-4f8f-a47e-f6beae65b2a0"
      },
      "typeVersion": 1.2
    },
    {
      "id": "b9da96be-06b3-42c5-b73f-99e7acd6314d",
      "name": "Notizzettel",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1552,
        -464
      ],
      "parameters": {
        "width": 688,
        "height": 624,
        "content": "### 🚀 Configure n8n Zoho CRM + MCP + OpenAI Flow\n\n1. **Import workflow** → *Workflows → Import → upload JSON*.\n2. **Add Zoho credentials** → *Credentials → New → Zoho OAuth2 API* → enter Client ID/Secret → connect via OAuth.\n3. **Add OpenAI credentials** → *Credentials → New → OpenAI API* → paste API key → save.\n4. **Link credentials** → in each Zoho node select Zoho credential → in AI Agent select OpenAI + Simple Memory + MCP Client.\n5. **Get MCP endpoint** → open “MCP Server Trigger” → copy URL (this is your API endpoint).\n6. **Activate workflow** → click **▶️ Execute** or toggle **Active**.\n7. **Test** → send POST to MCP endpoint:\n\n   ```json\n   { \"message\": \"Create a lead John Doe john@acme.com\" }\n   ```\n\n   ✅ Lead should appear in Zoho CRM.\n\n---\n\nThat’s all you need to make it work.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "8aeecab8-d866-47ee-8bf0-fa6a916e8012",
      "name": "Notizzettel1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -800,
        -464
      ],
      "parameters": {
        "width": 1008,
        "height": 624,
        "content": "## Zoho CRM MCP Server\nThis MCP Server talks with various Zoho APIs via MCP Server trigger node, based on the APIs added as tools, AI Agent decides whic API to call based on user prompt in real time"
      },
      "typeVersion": 1
    },
    {
      "id": "e62154ed-9a85-4521-8d87-46dd97083410",
      "name": "Notizzettel2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        272,
        -464
      ],
      "parameters": {
        "width": 608,
        "height": 624,
        "content": "## AI Agent chat bot\nThis AI Agent talks with Zoho CRM via MCP Client node which is linked to MCP Server based on available tools"
      },
      "typeVersion": 1
    }
  ],
  "active": true,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "582b01a8-5393-4e1b-98a5-b3deefd179ed",
  "connections": {
    "8279e190-dff3-45aa-87ed-77ec46250d4c": {
      "ai_tool": [
        [
          {
            "node": "cf3071d3-5189-4a97-91db-7939077b894c",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "2ad8529a-1e84-4522-9ee5-632dff0958d1": {
      "ai_memory": [
        [
          {
            "node": "cf3071d3-5189-4a97-91db-7939077b894c",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "e2d2b1c1-dbb4-4c94-9500-e252e0510c79": {
      "ai_languageModel": [
        [
          {
            "node": "cf3071d3-5189-4a97-91db-7939077b894c",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "43531271-45db-4a2d-93b0-96095ac8f98f": {
      "ai_tool": [
        [
          {
            "node": "9b3a9170-e9e5-41bf-92eb-b044d0f9a84a",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "0c592c54-b21e-40fe-b1bc-e49088be7730": {
      "ai_tool": [
        [
          {
            "node": "9b3a9170-e9e5-41bf-92eb-b044d0f9a84a",
            "type": "ai_tool",
            "index": 0
          }
        ]
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    },
    "b63e3d6a-743a-4b40-a39c-03e51ad7c84e": {
      "ai_tool": [
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            "type": "ai_tool",
            "index": 0
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    },
    "712a8aa5-97db-4620-8036-5d611d5807fb": {
      "ai_tool": [
        [
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            "type": "ai_tool",
            "index": 0
          }
        ]
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    },
    "7efe805e-4cb2-4f79-be08-64646a32b00c": {
      "ai_tool": [
        [
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            "type": "ai_tool",
            "index": 0
          }
        ]
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    },
    "e67008c6-776a-4f33-bf5a-c54471dc3c85": {
      "main": [
        [
          {
            "node": "cf3071d3-5189-4a97-91db-7939077b894c",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

Häufig gestellte Fragen

Wie verwende ich diesen Workflow?

Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.

Für welche Szenarien ist dieser Workflow geeignet?

Fortgeschritten

Ist es kostenpflichtig?

Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.