The Scenario
You are building a dynamic data sync tool that can work with any Zoho CRM module — not just Leads and Deals, but also custom modules the client created for their specific workflow. To do that, you need to know all the modules that exist: their API names, their display names, which ones are custom.
The client has 17 custom modules. You found out mid-project.
The bad version:
- Log into the Zoho CRM developer console or Settings, navigate to Modules, scroll through the list.
- There is no one-click export. You copy each module name and API name manually.
- Discover that the API name for a custom module called "Service Agreements" is something like "CustomModule4" — not the display name — and you have to map every one individually.
- Do this for all 17 custom modules plus the 12 standard ones.
Your integration code needs the API names. The UI shows display names. Bridging that gap manually, for 29 modules, is the most avoidable part of this project.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It calls the Zoho CRM Modules API, fetches the complete module list — standard and custom — and writes the reference data into your workbook in one operation.
List all Zoho CRM modules and populate this Excel sheet with each module's API name, plural label, and whether it is a custom module
What You Get
- One row per module in the Zoho CRM instance.
- Columns for API name (A), display name (B), module type — standard or custom (C).
- Custom modules are clearly labeled so you can filter to just the ones relevant to your build.
- The list includes all modules regardless of visibility settings.
What If the Data Is Not Quite Ready
You also need to know which modules support the bulk create endpoint
Fetch all Zoho CRM modules and write API name, display name, and module type into this workbook. Add a column D indicating whether the module supports bulk create (upsert) operations.
You want to filter to only custom modules for a client handover doc
Fetch all modules from Zoho CRM and write API name and display name into this workbook, but only include modules where the type is "CustomModule." Sort by display name.
You need the singular and plural labels for UI string generation
Fetch all Zoho CRM modules and write module API name, singular label, plural label, and module type into this workbook. Include both standard and custom modules.
Full module reference with field count in one pass
Fetch all Zoho CRM modules and write API name, display name, module type, and field count into this workbook. Sort by module type first, then display name alphabetically. Flag any custom module with fewer than 5 fields as "Sparse" in column E.
The field count and the flag come back with the module list — one prompt, one reference workbook.
Try It
Open an Excel workbook and get the 7-day free trial of SheetXAI. Ask it to pull the complete Zoho CRM module registry in seconds. See also: exporting field metadata for a specific module and the full Zoho CRM hub.