1ClickSync

Connect your Zoho account and build forms, email, and more.

or
1ClickSync
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Your projects

Pick a project to work with, or create a new one.

Connect your Zoho One account

One Zoho account powers everything — CRM, Mail, and more for your apps.

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After signing up, come back and click Connect above.

What do you need?

Pick a tool to set up for this project.

CRM Forms

Create lead capture forms that write straight into Zoho CRM.

Zoho Mail

Get professional email for your project domain.

Zoho MCP + API Guide

Connect AI agents safely and decide when to use APIs or MCP.

Your CRM Forms

No forms yet

Create your first form to start collecting leads in Zoho CRM.

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Zoho Mail

          
Manage your mail accounts and aliases.


          
          

            
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Aliases

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Zoho MCP + API Guide

          
Use APIs for product features inside your app. Use Zoho MCP when an AI agent needs to inspect, configure, or operate Zoho with natural language.


          

            

              
APIs: app-controlled workflows

              
Best for lead forms, ticket intake, Bookings requests, Books contacts, Projects tasks, SalesIQ snippets, and anything triggered by your app UI.

            

            

              
MCP: agent-controlled workflows

              
Best for AI-assisted data lookup, CRM schema inspection, record operations, setup checks, and cross-Zoho tasks where the user is chatting with an agent.

            

          


          

            
Recommended setup path

            

              
1. Create a Zoho MCP server. Use a pre-configured server when it matches the job, especially for CRM data and metadata operations.

              
2. Add only useful tools. Start with read-only CRM Data Insights, then add Data Operations. Add Module Customization or Workflow Automation only when you intend to change CRM setup.

              
3. Copy the MCP URL into your client. Connect Claude, ChatGPT, Cursor, Windsurf, VS Code, or another MCP-compatible client from the Zoho MCP console.

              
4. Paste the 1ClickSync manifest or prompt beside it. The agent gets your app URL, generated endpoints, field mapping, and route contracts from 1ClickSync.

              
5. Confirm writes and review logs. Keep destructive or bulk actions behind human approval and check Zoho MCP logs after important runs.

            

          


          

            Security: Never paste the Zoho MCP URL into frontend code or public docs. Treat it like a password because it can invoke the tools enabled on that MCP server.
          


          

            Manual MCP client config pattern
            
Use the exact snippet from Zoho's Connect screen when possible. For clients that use JSON config, the shape usually looks like this:

            
{
  "mcpServers": {
    "ZohoMCP": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "YOUR-MCP-URL",
        "--transport",
        "http-only"
      ]
    }
  }
}

          


          

            Zoho MCP overview
            Implementation guide
            CRM MCP servers
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New project

          
Give your project a name. You can change this later.

          

            
            
          

          

            
            
          

          

            
            
          

        

      

    

  


  
  

    

      
Create form for Zoho CRM

      
Pick a CRM module, then choose which fields to include in your form.


      
      

        

          

            
Leads

            
Capture new prospects.

          

          

            
Contacts

            
Add to Contacts directly.

          

          

            
Deals

            
Kick off a new deal.

          

        

        

          
        

      


      
      

        

          
          
        

        

          
          
        


        

          

            
            0 selected
          

          
Check the fields you want on your form. Required Zoho fields are pre-selected.

          

          
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Could not fetch live fields from Zoho — using default presets. Your form will still work.

          

        


        

          

            
            
          

          
Add fields that don't exist in your CRM yet. Data will be saved locally.