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.
Refer to the Zoho CRM API documentation for a list of available endpoints.
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 , 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.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 and add more Zoho CRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
Lists all available modules.
Lists all available fields for module.
Adds a new user.
For field descriptions, see the Zoho CRM User API reference.
Searches for users or lists them all.
For field descriptions, see the Zoho CRM User API reference
Deletes an existing user.
For field descriptions, see the Zoho CRM User API reference
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.
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.
Creates a new object.
For Modules Fields reference, see help.zoho.com/portal/kb/articles/standard-modules-fields.
Deletes an existing object by its ID and object.
Returns info about an object.
Updates an existing object.
Please find the fields' descriptions in the Create Object section above.
List all available objects.
Searches for objects.
Upserts a lead.
For the field descriptions, see the Zoho CRM API reference.
Updates a related record.
For the field descriptions, see the Zoho CRM API reference.
Lists related records data.
For the field descriptions, see the Zoho CRM API reference.
Deletes a related record.
For the field descriptions, see the Zoho CRM API reference.
Adds an existing or a new tag to a record.
For the field descriptions, see Zoho CRM API Tag reference.
Removes a tag from an existing record.
For the field descriptions, see Zoho CRM API Tag reference.
Create a new tag.
For the field descriptions, see Zoho CRM API Tag reference.
Updates an existing tag.
For the field descriptions, see Zoho CRM API Tag reference.
Searches for tags or lists them all.
For the field descriptions, see Zoho CRM API Tag reference.
Deletes an existing tag.
For the field descriptions, see Zoho CRM API Tag reference.
Uploads an attachment to a record.
Downloads an attachment of an object.
For the field descriptions, see the Zoho CRM API reference.
Uploads a new photo.
- Insert the Zoho CRM > Make an API call module in your .
- Find the API endpoint you would like to call in the Zoho CRM API documentation, section "REST API" in the left side menu - e.g. Get users.
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 endpoint:
- Execute the .
Click the bubble above the module to verify the module's output:
