Zoho CRM

zoho crm is a customer relationship management system that helps businesses manage interactions with their customers, track sales leads, and streamline sales processes with zoho crm modules in {{product name}} , you can list modules and fields, manage users, objects, related records, tags, and attachments, upsert leads, and upload photos in your zoho crm account requirements to use the zoho crm app in {{product name}} , you must have a zoho crm account connect zoho crm and {{product name}} to get started, you must first create a connection between zoho crm and {{product name}} , allowing the two services to communicate if you have more then one connection created to your zoho crm account, the zoho crm modules will not work to create the connection log in to your {{product name}} 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 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've successfully created the connection and can now use the zoho crm app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps here https //help make com/connect an application#tn2pj 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 templates you can look for zoho crm templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} zoho crm resources zoho crm developer docs