Zoho CRM

with zoho crm modules in make, you can list modules and fields, manage users, objects, related records, tags, and attachments, upsert leads, and upload photos in your zoho crm account to use the zoho crm modules, you must have a zoho crm account you can create an account at zoho com https //www zoho com/signup html refer to the zoho crm api documentation https //www zoho com/signup html for a list of available endpoints connect zoho crm to make if you have more then one connection created to your zoho crm account, the zoho crm modules will not work to establish the connection log in to your make account, add a zoho crm module to your {{scenario singular lowercase}} , and click create a connection optional in the connection name field, enter a name for the connection in the domain field, select the applicable domain for your account optional click show advanced settings and enter your custom app client credentials or manually add scopes you must have a zoho developer account to create custom apps for more information, refer to the zoho crm register your application guide https //www zoho com/crm/developer/docs/api/v3/register client html if requested, use the following redirect uri when creating your custom app https //www integromat com/oauth/cb/zohocrm2 click save if prompted, authenticate your account and confirm access you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more zoho crm modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz build zoho crm {{scenario plural}} list modules lists all available modules fields list fields lists all available fields for module users add users adds a new user for field descriptions, see the zoho crm user api reference https //www zoho com/crm/developer/docs/api/v3/add user html search users searches for users or lists them all for field descriptions, see the zoho crm user api reference https //www zoho com/crm/developer/docs/api/v3/get users html delete a user deletes an existing user for field descriptions, see the zoho crm user api reference https //www zoho com/crm/developer/docs/api/v3/delete user html objects watch objects retrieves information about a newly created or updated object if the error cannot read property ' itemid' is returned, it means that the fields created time and/or updated time have been removed before you must add them again to your modules go to setup customization modules and fields // moduletype // and add a field created time and updated time by default, the field returns to 50 fields in the response, depending on the number of fields that are in the object if the object has more than 50 fields, you can select the fields you need in the response the limit is 47 fields, since the object id , created time , and modified time fields are mandatory for this module to work this is a limitation of the zoho crm api https //www zoho com/crm/developer/docs/api/v3/get records html zoho crm has standard modules such as leads, accounts, contacts, deals, forecasts, activities, etc select the type of module you want to watch for changes and the fields create an object creates a new object for modules fields reference, see help zoho com/portal/kb/articles/standard modules fields https //help zoho com/portal/kb/articles/standard modules fields delete an object deletes an existing object by its id and object get an object returns info about an object update an object updates an existing object please find the fields' descriptions in the create object section above list objects list all available objects search objects searches for objects leads upsert a lead upserts a lead for the field descriptions, see the zoho crm api reference https //www zoho com/crm/developer/docs/api/v3/upsert records html related records update a related record updates a related record for the field descriptions, see the zoho crm api reference https //www zoho com/crm/developer/docs/api/v3/update related records html list related record lists related records data for the field descriptions, see the zoho crm api reference https //www zoho com/crm/developer/docs/api/v3/get related records html delete a related record deletes a related record for the field descriptions, see the zoho crm api reference https //www zoho com/crm/developer/docs/api/v3/delink html tags add a tag to a record adds an existing or a new tag to a record for the field descriptions, see zoho crm api tag reference https //www zoho com/crm/developer/docs/api/v3/add tags html remove a tag from a record removes a tag from an existing record for the field descriptions, see zoho crm api tag reference https //www zoho com/crm/developer/docs/api/v3/remove tags html create a tag create a new tag for the field descriptions, see zoho crm api tag reference https //www zoho com/crm/developer/docs/api/v3/create tag html update a tag updates an existing tag for the field descriptions, see zoho crm api tag reference https //www zoho com/crm/developer/docs/api/v3/add tags html search tags searches for tags or lists them all for the field descriptions, see zoho crm api tag reference https //www zoho com/crm/developer/docs/api/v3/get tag list html delete a tag deletes an existing tag for the field descriptions, see zoho crm api tag reference https //www zoho com/crm/developer/docs/api/v3/delete tag html attachments upload an attachment uploads an attachment to a record download an attachment downloads an attachment of an object for the field descriptions, see the zoho crm api reference https //www zoho com/crm/developer/docs/api/v3/download attachments html photos upload a photo uploads a new photo other make an api call insert the zoho crm > make an api call module in your {{scenario singular lowercase}} find the api endpoint you would like to call in the zoho crm api documentation https //www zoho com/crm/help/developer/api/overview\ html , section "rest api" in the left side menu e g get users https //www zoho com/crm/help/developer/api/get users html check out the endpoint's required scopes in the scope section if the endpoint requires different scope(s) from these two zohocrm settings allzohocrm modules all then create a new connection and add all the required scope(s) in the scope field configure the module's configuration to call the get users https //www zoho com/crm/developer/docs/api/v2/get users html endpoint execute the {{scenario singular lowercase}} click the bubble above the module to verify the module's output troubleshooting how to remove the make app token from your zoho account log into your zoho accounts dashboard https //accounts zoho in/home#profile/personal in the left sidebar, click on sessions > connected apps hover over the app you would like to disconnect and click on revoke access > yes, proceed you have successfully removed the make app error authentication failure zoho crm does not allow for creating additional accounts in the “offline" mode if you receive the authentication failure error when creating accounts, you must delete old accounts and create a new custom app client in a zoho crm developer account remove the make app following the instructions listed in the section above log in to or create a developer account in the zoho developer console https //api console zoho com/ create a new custom app client as detailed in the zoho crm register your application guide https //www zoho com/crm/developer/docs/api/v3/register client html use the following redirect uri https //www integromat com/oauth/cb/zohocrm2 establish a connection in make using your client id and client secret from the custom app client created in step 3