Sign in once. Siftree reads your records and reacts to new events as they happen.
Get Object
Gets record data given its id.
List Attachments
Gets the list of attachments for a record in Zoho CRM. Use List Modules to find the module API name and List Objects to find the recordId . Results are paginated 200 per page ( page is 0-indexed).
List Fields
Gets the field metadata for the specified module
List Modules
Retrieves a list of all the modules available in your CRM account.
New Contact (Instant)Trigger
Emits an event each time a new contact is created in Zoho CRM
New Event (Instant)Trigger
Emit new custom events from Zoho CRM
New Lead (Instant)Trigger
Emits an event each time a new lead is created in Zoho CRM
New Module Entry (Instant)Trigger
Emit new events each time a new module/record is created in Zoho CRM
New or Updated Contact (Instant)Trigger
Emits an event each time a new contact is created or updated in Zoho CRM
New or Updated Lead (Instant)Trigger
Emits an event each time a new lead is created or updated in Zoho CRM
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New or Updated Module Entry (Instant)Trigger
Emits an event each time a module/record is created or edited in Zoho CRM
New UserTrigger
Emits an event each time a new user is created in Zoho CRM
Updated Module Entry (Instant)Trigger
Emits an event each time a new module/record is updated in Zoho CRM
Act
Take action in Zoho CRM
Agents update records and send messages for you, automatically, as drafts, or after you approve.
Convert Lead
Converts a Lead into a Contact or an Account.
Create Object
Create a new object/module entry.
Download Attachment
Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.
Update Object
Updates existing entities in the module.
Upload Attachment
Uploads an attachment file to Zoho CRM from a URL or file path.
Upsert Records
Inserts new records or updates existing ones based on duplicate check field values.
Siftree is an AI platform that sales, CX, marketing, product, and strategy teams use to find, win, and keep customers.
Siftree connects calls, tickets, reviews, social, documents, video, and the systems you already use — then builds pipelines, datasets, tools, and cited insights your team and agents can operate on. Long-horizon agents keep building after you walk away.
- Describe what you need in plain language; Siftree builds pipelines, structures the data, and routes models for language, vision, audio, transcription, classification, and enrichment.
- Operate on datasets, tools, reports, and cited insights. You define the rules — what counts, how it's scored, what gets labeled.
- Marketplace: 14,824 sources across 4,169 apps and websites as of October 2026, plus any public website. Search, choose a source, and create an analysis-ready dataset without scraper maintenance.
- Native connectors for help desks, CRMs, and call recorders, plus upload and API. Audio and video are transcribed and labeled with everything else.
- Runs on a schedule or a trigger, and alerts your team in Slack when a threshold is crossed.
- Acts in your systems: writes labels and fields back to the help desk or CRM, opens issues in Linear or Jira, and drafts replies and emails. Each agent runs automatically, drafts for review, or asks first, and every action is logged.
- Ask questions of your data from Claude or ChatGPT through Siftree MCP.
- Enterprise protections: continuous verification of every request, encryption in storage and transit, privilege and identity governance, immutable activity logs.
- Teams use the eight products in place of separate point tools for prospecting data, support analytics, social listening, community triage, ad research, AI search visibility, research repositories, and competitive intelligence.