Zoho CRM

4 min

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 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.

Requirements

To use the Zoho CRM app in Make, you must have a Zoho CRM account.

Connect Zoho CRM and Make

To get started, you must first create a connection between Zoho CRM and Make, 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:

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.

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 scenarios. If you want to make changes to your connection in the future, follow the steps here.

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.

Search Users

Searches for users or lists them all.

For field descriptions, see the Zoho CRM User API reference

Delete a User

Deletes an existing user.

For field descriptions, see the Zoho CRM User API reference

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.

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.

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.

Update a Related Record

Updates a related record.

For the field descriptions, see the Zoho CRM API reference.

List Related Record

Lists related records data.

For the field descriptions, see the Zoho CRM API reference.

Delete a Related Record

Deletes a related record.

For the field descriptions, see the Zoho CRM API reference.

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.

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.

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 scenario.

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 scenarios.

Zoho CRM resources

Zoho CRM Developer Docs

Zoho CRM

Requirements

Connect Zoho CRM and Make