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Zoho CRM

Comprehensive CRM for sales, marketing, and customer support automation.

Integrate with Zoho CRM to manage contacts, leads, deals, and customer relationships. Zoho CRM provides powerful automation, analytics, and customization options for businesses of all sizes. Access extensive APIs for contact management, deal tracking, and sales pipeline automation with OAuth 2.0 authentication.

Toolszoho_crm

Usage

01Add the block to your workflow and connect it to the upstream step.
02Connect the required credentials or OAuth provider before running.
03Fill in required inputs and optional parameters for the run.
04Run a test execution, inspect outputs, and iterate before deploying.
05Deploy the zoho_crm block with monitoring enabled in production.

Inputs (UI)

Zoho CRM Account

oauth-input

Placeholder: Select Zoho CRM account

Layout: full

Provider: zoho_crm

Operation

dropdown

Layout: full

Options: List Contacts, Get Contact, Create Contact, Update Contact

Contact ID

short-input

Placeholder: Enter contact ID

Layout: full

Condition: operation = ["get_contact","update_contact"]

Deal ID

short-input

Placeholder: Enter deal ID

Layout: full

Condition: operation = ["get_deal","update_deal"]

First Name

short-input

Placeholder: John

Layout: half

Condition: operation = ["create_contact","update_contact","create_lead"]

Last Name

short-input

Placeholder: Doe

Layout: half

Condition: operation = ["create_contact","update_contact","create_lead"]

Email

short-input

Placeholder: john@example.com

Layout: half

Condition: operation = ["create_contact","update_contact","create_lead"]

Phone

short-input

Placeholder: +1234567890

Layout: half

Condition: operation = ["create_contact","update_contact","create_lead"]

Company

short-input

Placeholder: Acme Corp

Layout: full

Condition: operation = ["create_contact","create_lead"]

Deal Name

short-input

Placeholder: Q1 Enterprise Deal

Layout: full

Condition: operation = ["create_deal","update_deal"]

Deal Stage

dropdown

Layout: half

Condition: operation = ["create_deal","update_deal"]

Options: Qualification, Needs Analysis, Value Proposition, Proposal/Price Quote

Amount

short-input

Placeholder: 50000

Layout: half

Condition: operation = ["create_deal","update_deal"]

Custom Fields (JSON)

code

Placeholder: {"Custom_Field_1": "value1", "Custom_Field_2": "value2"}

Layout: full

Condition: operation = ["create_contact","update_contact","create_lead","create_deal","update_deal"]

Inputs (API)

credential

string

Required

operation

string

Required

contactId

string

Optional

dealId

string

Optional

firstName

string

Optional

lastName

string

Optional

email

string

Optional

phone

string

Optional

company

string

Optional

dealName

string

Optional

dealStage

string

Optional

amount

number

Optional

customFields

json

Optional

Outputs

Primary response type:

{
  "data": "json"
}

Tool Access

zoho_crm_api