ZohoMCP
Intermedio
Este es unautomatización que contiene 14 nodos.Utiliza principalmente nodos como ZohoCrmTool, Agent, McpTrigger, ChatTrigger, LmChatOpenAi. Gestión de clientes potenciales para Zoho CRM basada en AI (GPT de OpenAI)
Requisitos previos
- •Clave de API de OpenAI
Nodos utilizados (14)
Categoría
-
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
"id": "vjGbKloQsG8ffOZd",
"meta": {
"instanceId": "949a401c83597c2ef6ff4654dc4eadf958e058e8d68f04fa5deb21cb217cf620",
"templateCredsSetupCompleted": true
},
"name": "ZohoMCP",
"tags": [],
"nodes": [
{
"id": "9b3a9170-e9e5-41bf-92eb-b044d0f9a84a",
"name": "Disparador de Servidor MCP",
"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": "Crear un lead en Zoho CRM",
"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": "Eliminar un lead en Zoho CRM",
"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": "Obtener un lead en Zoho CRM",
"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": "Obtener todos los leads en Zoho CRM",
"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": "Actualizar un lead en Zoho CRM",
"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": "Cuando se recibe un mensaje de chat",
"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": "Agentee de IA",
"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 Modelo de Chat",
"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": "Memoria Simple",
"type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
"position": [
480,
48
],
"parameters": {},
"typeVersion": 1.3
},
{
"id": "8279e190-dff3-45aa-87ed-77ec46250d4c",
"name": "Cliente MCP",
"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": "Nota Adhesiva",
"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": "Nota Adhesiva1",
"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": "Nota Adhesiva2",
"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": "Agente de IA",
"type": "ai_tool",
"index": 0
}
]
]
},
"2ad8529a-1e84-4522-9ee5-632dff0958d1": {
"ai_memory": [
[
{
"node": "Agente de IA",
"type": "ai_memory",
"index": 0
}
]
]
},
"e2d2b1c1-dbb4-4c94-9500-e252e0510c79": {
"ai_languageModel": [
[
{
"node": "Agente de IA",
"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
}
]
]
},
"b63e3d6a-743a-4b40-a39c-03e51ad7c84e": {
"ai_tool": [
[
{
"node": "9b3a9170-e9e5-41bf-92eb-b044d0f9a84a",
"type": "ai_tool",
"index": 0
}
]
]
},
"712a8aa5-97db-4620-8036-5d611d5807fb": {
"ai_tool": [
[
{
"node": "9b3a9170-e9e5-41bf-92eb-b044d0f9a84a",
"type": "ai_tool",
"index": 0
}
]
]
},
"7efe805e-4cb2-4f79-be08-64646a32b00c": {
"ai_tool": [
[
{
"node": "9b3a9170-e9e5-41bf-92eb-b044d0f9a84a",
"type": "ai_tool",
"index": 0
}
]
]
},
"e67008c6-776a-4f33-bf5a-c54471dc3c85": {
"main": [
[
{
"node": "Agente de IA",
"type": "main",
"index": 0
}
]
]
}
}
}Preguntas frecuentes
¿Cómo usar este flujo de trabajo?
Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.
¿En qué escenarios es adecuado este flujo de trabajo?
Intermedio
¿Es de pago?
Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.
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Información del flujo de trabajo
Nivel de dificultad
Intermedio
Número de nodos14
Categoría-
Tipos de nodos8
Descripción de la dificultad
Autor
Rohit Dabra
@rohitdabraAs the CTO of QServices, I lead digital transformation for startups and SMBs by building scalable, AI-powered SaaS solutions that solve real-world business challenges.
Enlaces externos
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