ZohoMCP
中級
これは自動化ワークフローで、14個のノードを含みます。主にZohoCrmTool, Agent, McpTrigger, ChatTrigger, LmChatOpenAiなどのノードを使用。 AIによるZoho CRMリード管理（OpenAI GPT）
前提条件
- •OpenAI API Key
使用ノード (14)
カテゴリー
-
ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
"id": "vjGbKloQsG8ffOZd",
"meta": {
"instanceId": "949a401c83597c2ef6ff4654dc4eadf958e058e8d68f04fa5deb21cb217cf620",
"templateCredsSetupCompleted": true
},
"name": "ZohoMCP",
"tags": [],
"nodes": [
{
"id": "9b3a9170-e9e5-41bf-92eb-b044d0f9a84a",
"name": "MCPサーバートリガー",
"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": "Zoho CRMでリードを作成",
"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": "Zoho CRMでリードを削除",
"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": "Zoho CRMでリードを取得",
"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": "Zoho CRMですべてのリードを取得",
"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": "Zoho CRMでリードを更新",
"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": "チャットメッセージ受信時",
"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": "AIエージェント",
"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 チャットモデル",
"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": "シンプルメモリ",
"type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
"position": [
480,
48
],
"parameters": {},
"typeVersion": 1.3
},
{
"id": "8279e190-dff3-45aa-87ed-77ec46250d4c",
"name": "MCPクライアント",
"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": "付箋",
"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": "付箋1",
"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": "付箋2",
"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
}
]
]
},
"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": "cf3071d3-5189-4a97-91db-7939077b894c",
"type": "main",
"index": 0
}
]
]
}
}
}よくある質問
このワークフローの使い方は？
上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。
このワークフローはどんな場面に適していますか？
中級
有料ですか？
このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス（OpenAI APIなど）は別途料金が発生する場合があります。
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ワークフロー情報
難易度
中級
ノード数14
カテゴリー-
ノードタイプ8
作成者
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.
外部リンク
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