Zoho CRM

Zoho CRM Contact Roles API

The Contact Roles API from Zoho CRM — 2 operation(s) for contact roles.

Documentation GitHub OpenAPI

Business capability

Opportunity & Pipeline Management BC-410.30

Operations 6

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

GET /{module}/{dealId}/Contact_Roles List contacts and their roles on a deal · Get Associated Contact Roles #

Ask an LLM

“Which contacts are involved in a deal and what role does each play?”

“Can I choose which fields come back when listing a deal's contact roles?”

Tell an agent

List the contact roles on {module} deal {dealId} with fields {fields}.

Show who is on deal {dealId} in {module} and their roles, returning {fields}.

PUT /{module}/{dealId}/Contact_Roles Add or update contact roles on a deal in bulk · Add Or Update Contact Role Relations #

Ask an LLM

“Can I add several contacts to a deal with their roles in one request?”

“How do I bulk update the roles of contacts already on a deal?”

Tell an agent

Add or update these contact roles on {module} deal {dealId}: {data}.

Bulk set contact roles for deal {dealId} in {module}.

DELETE /{module}/{dealId}/Contact_Roles Remove several contacts from a deal · Delete Contact Role Relations #

Ask an LLM

“Can I remove multiple contact role associations from a deal at once?”

“What IDs do I pass to detach several contacts from a deal?”

Tell an agent destructive · confirm first

Remove contact role relations {ids} from {module} deal {dealId}.

Detach the contact relations {ids} from deal {dealId} in {module}.

GET /{module}/{dealId}/Contact_Roles/{contactId} Get one contact's role on a deal · Get Contact Role For Contact #

Ask an LLM

“What role does a particular contact hold on a specific deal?”

“Can I check a single contact's relation to a deal?”

Tell an agent

Get contact {contactId}'s role on {module} deal {dealId}, returning {fields}.

Show the {fields} of contact {contactId}'s relation to deal {dealId} in {module}.

PUT /{module}/{dealId}/Contact_Roles/{contactId} Assign a role to one contact on a deal · Associate Contact Role To Deal #

Ask an LLM

“How do I add a single contact to a deal as the decision maker?”

“Can I change the role one contact plays on a deal?”

Tell an agent

Assign contact {contactId} to {module} deal {dealId} with role {data}.

Change contact {contactId}'s role on deal {dealId} in {module}.

DELETE /{module}/{dealId}/Contact_Roles/{contactId} Remove one contact from a deal · Delete Contact Role Relation #

Ask an LLM

“How do I take one contact off a deal?”

“Can I delete a single contact-deal relation by the contact's ID?”

Tell an agent destructive · confirm first

Remove contact {contactId} from {module} deal {dealId}.

Delete the relation between contact {contactId} and deal {dealId} in {module}.

Documentation

https://www.zoho.com/crm/developer/docs/api/v2/notifications/

https://www.zoho.com/crm/developer/docs/api/v8/

https://www.zoho.com/crm/developer/docs/api/v8/list-available-rest-apis.html

Specifications

https://raw.githubusercontent.com/api-evangelist/zoho-crm/refs/heads/main/openapi/zoho-crm-contact-roles-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/zoho-crm/refs/heads/main/asyncapi/zoho-crm-notifications-asyncapi.yml

Schemas & Data

https://raw.githubusercontent.com/api-evangelist/zoho-crm/refs/heads/main/json-schema/zoho-crm-upsert-relations-success-response-schema.json

https://raw.githubusercontent.com/api-evangelist/zoho-crm/refs/heads/main/json-schema/zoho-crm-delete-relations-success-response-schema.json

https://raw.githubusercontent.com/api-evangelist/zoho-crm/refs/heads/main/json-schema/zoho-crm-upsert-relations-request-schema.json

Other Resources

https://raw.githubusercontent.com/api-evangelist/zoho-crm/refs/heads/main/asyncapi/zoho-crm-notifications-asyncapi.yml

https://github.com/zoho/crm-oas/blob/main/v8.0/apis.json

https://github.com/zoho/crm-oas/blob/main/v8.0/appointment_preference.json

https://github.com/zoho/crm-oas/blob/main/v8.0/appointments.json

https://github.com/zoho/crm-oas/blob/main/v8.0/assignment_rules.json

https://github.com/zoho/crm-oas/blob/main/v8.0/associate_email.json

https://github.com/zoho/crm-oas/blob/main/v8.0/attachments.json

https://github.com/zoho/crm-oas/blob/main/v8.0/audit_log_export.json

https://github.com/zoho/crm-oas/blob/main/v8.0/available_currencies.json

https://github.com/zoho/crm-oas/blob/main/v8.0/bulk_read.json

https://github.com/zoho/crm-oas/blob/main/v8.0/bulk_write.json

https://github.com/zoho/crm-oas/blob/main/v8.0/business_hours.json

https://github.com/zoho/crm-oas/blob/main/v8.0/cadences_execution.json

https://github.com/zoho/crm-oas/blob/main/v8.0/cadences.json

https://github.com/zoho/crm-oas/blob/main/v8.0/call_preferences.json

https://github.com/zoho/crm-oas/blob/main/v8.0/cancel_meetings.json

https://github.com/zoho/crm-oas/blob/main/v8.0/change_owner.json

https://github.com/zoho/crm-oas/blob/main/v8.0/composite_requests.json

https://github.com/zoho/crm-oas/blob/main/v8.0/contact_roles.json

https://github.com/zoho/crm-oas/blob/main/v8.0/conversion_option.json

https://github.com/zoho/crm-oas/blob/main/v8.0/convert.json

https://github.com/zoho/crm-oas/blob/main/v8.0/coql.json

https://github.com/zoho/crm-oas/blob/main/v8.0/currencies.json

https://github.com/zoho/crm-oas/blob/main/v8.0/custom_views.json

https://github.com/zoho/crm-oas/blob/main/v8.0/data_sharing.json

https://github.com/zoho/crm-oas/blob/main/v8.0/deal_contact_roles.json

https://github.com/zoho/crm-oas/blob/main/v8.0/deal_link_emails.json

https://github.com/zoho/crm-oas/blob/main/v8.0/download_attachments.json

https://github.com/zoho/crm-oas/blob/main/v8.0/download_inline_images.json

https://github.com/zoho/crm-oas/blob/main/v8.0/duplicate_check_preference.json

https://github.com/zoho/crm-oas/blob/main/v8.0/email_drafts.json

https://github.com/zoho/crm-oas/blob/main/v8.0/email_templates.json

https://github.com/zoho/crm-oas/blob/main/v8.0/emails_sharing_details.json

https://github.com/zoho/crm-oas/blob/main/v8.0/features.json

https://github.com/zoho/crm-oas/blob/main/v8.0/fetch_full_data.json

https://github.com/zoho/crm-oas/blob/main/v8.0/field_updates.json

https://github.com/zoho/crm-oas/blob/main/v8.0/fields.json

https://github.com/zoho/crm-oas/blob/main/v8.0/files.json

https://github.com/zoho/crm-oas/blob/main/v8.0/find_and_merge.json

https://github.com/zoho/crm-oas/blob/main/v8.0/fiscal_year.json

https://github.com/zoho/crm-oas/blob/main/v8.0/from_addresses.json

https://github.com/zoho/crm-oas/blob/main/v8.0/get_related_records_count.json

https://github.com/zoho/crm-oas/blob/main/v8.0/global_picklists.json

https://github.com/zoho/crm-oas/blob/main/v8.0/holidays.json

https://github.com/zoho/crm-oas/blob/main/v8.0/inventory_convert.json

https://github.com/zoho/crm-oas/blob/main/v8.0/inventory_templates.json

https://github.com/zoho/crm-oas/blob/main/v8.0/layouts_activate_deactivate.json

https://github.com/zoho/crm-oas/blob/main/v8.0/layouts.json

https://github.com/zoho/crm-oas/blob/main/v8.0/locking_informations.json

https://github.com/zoho/crm-oas/blob/main/v8.0/mail_merge.json

https://github.com/zoho/crm-oas/blob/main/v8.0/map_dependency.json

https://github.com/zoho/crm-oas/blob/main/v8.0/mass_change_owner.json

https://github.com/zoho/crm-oas/blob/main/v8.0/mass_convert.json

https://github.com/zoho/crm-oas/blob/main/v8.0/mass_delete_cvid.json

https://github.com/zoho/crm-oas/blob/main/v8.0/mass_delete_tags.json

https://github.com/zoho/crm-oas/blob/main/v8.0/mass_update.json

https://github.com/zoho/crm-oas/blob/main/v8.0/module_search.json

https://github.com/zoho/crm-oas/blob/main/v8.0/modules.json

https://github.com/zoho/crm-oas/blob/main/v8.0/notes.json

https://github.com/zoho/crm-oas/blob/main/v8.0/notifications.json

https://github.com/zoho/crm-oas/blob/main/v8.0/org.json

https://github.com/zoho/crm-oas/blob/main/v8.0/org_photo.json

https://github.com/zoho/crm-oas/blob/main/v8.0/ownership_history.json

https://github.com/zoho/crm-oas/blob/main/v8.0/pick_list_values.json

https://github.com/zoho/crm-oas/blob/main/v8.0/pipeline.json

https://github.com/zoho/crm-oas/blob/main/v8.0/portal_user_type.json

https://github.com/zoho/crm-oas/blob/main/v8.0/portal_users.json

https://github.com/zoho/crm-oas/blob/main/v8.0/portals.json

https://github.com/zoho/crm-oas/blob/main/v8.0/profiles.json

https://github.com/zoho/crm-oas/blob/main/v8.0/record_count.json

https://github.com/zoho/crm-oas/blob/main/v8.0/record_locking_configurations.json

https://github.com/zoho/crm-oas/blob/main/v8.0/record.json

https://github.com/zoho/crm-oas/blob/main/v8.0/record_photo.json

https://github.com/zoho/crm-oas/blob/main/v8.0/record_share_email.json

https://github.com/zoho/crm-oas/blob/main/v8.0/recycle_bin.json

https://github.com/zoho/crm-oas/blob/main/v8.0/related_lists.json

https://github.com/zoho/crm-oas/blob/main/v8.0/related_notes.json

https://github.com/zoho/crm-oas/blob/main/v8.0/related_records.json

https://github.com/zoho/crm-oas/blob/main/v8.0/roles.json

https://github.com/zoho/crm-oas/blob/main/v8.0/scoring_rules.json

https://github.com/zoho/crm-oas/blob/main/v8.0/send_mail.json

https://github.com/zoho/crm-oas/blob/main/v8.0/service_preference.json

https://github.com/zoho/crm-oas/blob/main/v8.0/services.json

https://github.com/zoho/crm-oas/blob/main/v8.0/share_records.json

https://github.com/zoho/crm-oas/blob/main/v8.0/shift_hours.json

https://github.com/zoho/crm-oas/blob/main/v8.0/tags_actions.json

https://github.com/zoho/crm-oas/blob/main/v8.0/tags.json

https://github.com/zoho/crm-oas/blob/main/v8.0/territories.json

https://github.com/zoho/crm-oas/blob/main/v8.0/territory_users.json

https://github.com/zoho/crm-oas/blob/main/v8.0/timelines.json

https://github.com/zoho/crm-oas/blob/main/v8.0/unblock_email.json

https://github.com/zoho/crm-oas/blob/main/v8.0/unsubscribe_links.json

https://github.com/zoho/crm-oas/blob/main/v8.0/upload.json

https://github.com/zoho/crm-oas/blob/main/v8.0/user_groups.json

https://github.com/zoho/crm-oas/blob/main/v8.0/users.json

https://github.com/zoho/crm-oas/blob/main/v8.0/users_territories.json

https://github.com/zoho/crm-oas/blob/main/v8.0/users_transfer.json

https://github.com/zoho/crm-oas/blob/main/v8.0/variable_groups.json

https://github.com/zoho/crm-oas/blob/main/v8.0/variables.json

https://github.com/zoho/crm-oas/blob/main/v8.0/webhooks.json

https://github.com/zoho/crm-oas/blob/main/v8.0/wizards.json

https://github.com/zoho/crm-oas/blob/main/v8.0/workflow_configurations.json

https://github.com/zoho/crm-oas/blob/main/v8.0/workflow_rules.json

https://github.com/zoho/crm-oas/blob/main/v8.0/workflow_tasks.json

https://github.com/zoho/crm-oas/blob/main/v8.0/zia_enrichment.json

https://github.com/zoho/crm-oas/blob/main/v8.0/zia_org_enrichment.json

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Deal Contact Roles API
  description: API for managing contact roles in Deal records. Track and manage which contacts are associated with deals and their specific roles (e.g., Decision Maker, Influencer). Supports full CRUD operations to maintain accurate relationship data between contacts and deal opportunities.
  version: '8.0'
servers:
- url: https://zohoapis.{dc}/crm/{version}
  description: API Server URL
  variables:
    dc:
      enum:
      - com
      - eu
      - in
      - cn
      - au
      default: com
      description: API Server URL TLD
    version:
      default: v8
      description: API Version
tags:


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